Welltower Inc.
WELL- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0000766704
近 90 天,Welltower Inc. 內部人申報 1 筆公開市場買進、0 筆賣出;2026 年第 2 季末有 1,602 家機構在 13F 申報持有,市值合計 $1,607 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Welltower Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 759
- 較 2021 年第 1 季 +31 家
- 持有股數
- 4.02 億
- 較 2021 年第 1 季 +2,216 萬 (+5.8%)
- 總市值
- $334.3 億
- 較 2021 年第 1 季 +$62.1 億 (+22.8%)
- 新進機構
- 88
- 另有 267 家加碼
- 清倉機構
- 57
- 另有 265 家減碼
另有 7 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WELL 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,602 | $1,607 億 |
| 2026 年第 1 季 | 1,498 | $1,333 億 |
| 2025 年第 4 季 | 1,438 | $1,255 億 |
| 2025 年第 3 季 | 1,337 | $1,113 億 |
| 2025 年第 2 季 | 1,266 | $994.6 億 |
| 2025 年第 1 季 | 1,237 | $973.9 億 |
| 2024 年第 4 季 | 1,132 | $778.6 億 |
| 2024 年第 3 季 | 1,064 | $769.4 億 |
| 2024 年第 2 季 | 1,001 | $609.7 億 |
| 2024 年第 1 季 | 963 | $526.3 億 |
| 2023 年第 4 季 | 935 | $485.5 億 |
| 2023 年第 3 季 | 828 | $420.5 億 |
| 2023 年第 2 季 | 813 | $399.0 億 |
| 2023 年第 1 季 | 776 | $344.6 億 |
| 2022 年第 4 季 | 799 | $308.8 億 |
| 2022 年第 3 季 | 786 | $298.3 億 |
| 2022 年第 2 季 | 819 | $373.9 億 |
| 2022 年第 1 季 | 847 | $422.9 億 |
| 2021 年第 4 季 | 807 | $365.4 億 |
| 2021 年第 3 季 | 763 | $336.3 億 |
| 2021 年第 2 季 | 759 | $334.3 億 |
| 2021 年第 1 季 | 735 | $274.3 億 |
2021 年第 2 季持有機構
每家機構持有 Welltower Inc. 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 113,549 | $943.4 萬 | 0.02% | −22,786−16.7% | 減碼 |
| Arizona State Retirement System | 116,940 | $971.8 萬 | 0.08% | −658−0.6% | 減碼 |
| Susquehanna International Group, LLP | 117,974 | $980.4 萬 | 0.01% | −18,931−13.8% | 減碼 |
| TCW Group Inc | 119,260 | $991.0 萬 | 0.09% | +20,265+20.5% | 加碼 |
| Swiss Life Asset Management Ltd | 54,744 | $992.6 萬 | 0.13% | −2,020−3.6% | 減碼 |
| Amalgamated Bank | 119,628 | $994.1 萬 | 0.08% | +96,795+423.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,693 | $994.6 萬 | 0.09% | −19,500−14.0% | 減碼 |
| LPL Financial LLC | 119,967 | $996.9 萬 | 0.01% | +3,003+2.6% | 加碼 |
| Calamos Advisors LLC | 125,953 | $1,047 萬 | 0.05% | +28,862+29.7% | 加碼 |
| American International Group, Inc. | 127,379 | $1,059 萬 | 0.04% | −2,834−2.2% | 減碼 |
| Truist Financial Corp | 133,333 | $1,108 萬 | 0.02% | −116−0.1% | 減碼 |
| Comerica Bank | 132,021 | $1,110 萬 | 0.07% | +6,056+4.8% | 加碼 |
| Handelsbanken Fonder AB | 134,716 | $1,120 萬 | 0.06% | +29,150+27.6% | 加碼 |
| ProShare Advisors LLC | 135,603 | $1,127 萬 | 0.03% | +5,435+4.2% | 加碼 |
| Van Eck Associates Corp | 141,268 | $1,174 萬 | 0.03% | +63,119+80.8% | 加碼 |
| Cannell Peter B & Co Inc | 144,809 | $1,203 萬 | 0.36% | −3,468−2.3% | 減碼 |
| Treasurer of the State of North Carolina | 151,594 | $1,260 萬 | 0.07% | −8,210−5.1% | 減碼 |
| Royal London Asset Management Ltd | 153,276 | $1,274 萬 | 0.05% | 00.0% | 不變 |
| Keybank National Association | 154,781 | $1,286 萬 | 0.06% | −8,105−5.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 162,883 | $1,354 萬 | 0.03% | +13,429+9.0% | 加碼 |
| Korea Investment CORP | 168,300 | $1,399 萬 | 0.04% | −33,500−16.6% | 減碼 |
| Tredje AP-fonden | 169,555 | $1,409 萬 | 0.29% | 00.0% | 不變 |
| KBC Group NV | 172,218 | $1,431 萬 | 0.05% | −56,318−24.6% | 減碼 |
| Aviva PLC | 176,334 | $1,465 萬 | 0.06% | −21,724−11.0% | 減碼 |
| AQR Capital Management LLC | 181,456 | $1,508 萬 | 0.03% | +3,782+2.1% | 加碼 |
| Stifel Financial Corp | 181,504 | $1,508 萬 | 0.02% | −1,043−0.6% | 減碼 |
| CIBC World Markets Corp | 189,889 | $1,578 萬 | 0.11% | +150,094+377.2% | 加碼 |
| Janney Montgomery Scott LLC | 191,974 | $1,595 萬 | 0.07% | +4,531+2.4% | 加碼 |
| Voya Investment Management LLC | 192,765 | $1,602 萬 | 0.03% | −157−0.1% | 減碼 |
| Citadel Advisors LLC | 194,404 | $1,616 萬 | 0.02% | +161,825+496.7% | 加碼 |
| Sandler Capital Management | 198,840 | $1,652 萬 | 1.45% | +198,840 | 新進 |
| Thrivent Financial for Lutherans | 199,391 | $1,657 萬 | 0.03% | −8,961−4.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 199,420 | $1,657 萬 | 0.24% | +432+0.2% | 加碼 |
| Storebrand Asset Management AS | 200,556 | $1,667 萬 | 0.08% | −3,197−1.6% | 減碼 |
| Tekla Capital Management LLC | 203,083 | $1,688 萬 | 0.55% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 207,838 | $1,712 萬 | 0.05% | +38,378+22.6% | 加碼 |
| TD Asset Management Inc | 198,409 | $1,723 萬 | 0.02% | −30,884−13.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 223,891 | $1,861 萬 | 0.10% | −702−0.3% | 減碼 |
| Davis Selected Advisers | 245,050 | $2,036 萬 | 0.08% | +40,080+19.6% | 加碼 |
| Impax Asset Management Group plc | 251,318 | $2,089 萬 | 0.09% | −1,323−0.5% | 減碼 |
| Ranger Global Real Estate Advisors, LLC | 252,501 | $2,098 萬 | 1.65% | −92,000−26.7% | 減碼 |
| Virginia Retirement Systems Et Al | 257,933 | $2,143 萬 | 0.21% | −57,900−18.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 270,617 | $2,249 萬 | 0.08% | −13,958−4.9% | 減碼 |
| Franklin Resources Inc | 272,431 | $2,264 萬 | 0.01% | +37,834+16.1% | 加碼 |
| Chilton Capital Management LLC | 275,649 | $2,291 萬 | 1.33% | +65,719+31.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 277,896 | $2,310 萬 | 0.02% | −5,659−2.0% | 減碼 |
| Allianz Asset Management GmbH | 280,443 | $2,330 萬 | 0.02% | −23,210−7.6% | 減碼 |
| Nisa Investment Advisors, LLC | 281,630 | $2,340 萬 | 0.15% | −18,242−6.1% | 減碼 |
| State of Alaska, Department of Revenue | 283,189 | $2,353 萬 | 0.24% | +55,108+24.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 283,929 | $2,359 萬 | 0.08% | −36,013−11.3% | 減碼 |
| AMF Pensionsforsakring AB | 285,946 | $2,379 萬 | 0.16% | +4,532+1.6% | 加碼 |
| Marshall Wace North America L.P. | 290,000 | $2,410 萬 | 0.10% | +290,000 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,700 | $2,590 萬 | 0.14% | +28,344+10.0% | 加碼 |
| Toronto Dominion Bank | 312,784 | $2,599 萬 | 0.04% | +372+0.1% | 加碼 |
| Janus Henderson Group PLC | 312,946 | $2,601 萬 | 0.01% | +108,516+53.1% | 加碼 |
| State of Wisconsin Investment Board | 318,293 | $2,645 萬 | 0.05% | −4,953−1.5% | 減碼 |
| 1832 Asset Management L.P. | 321,453 | $2,677 萬 | 0.05% | −30,327−8.6% | 減碼 |
| Bowen Hanes & Co Inc | 332,943 | $2,767 萬 | 0.84% | +550+0.2% | 加碼 |
| Clough Capital Partners L P | 336,630 | $2,797 萬 | 1.57% | +336,630 | 新進 |
| Guggenheim Capital LLC | 347,735 | $2,890 萬 | 0.17% | −11,641−3.2% | 減碼 |
| Victory Capital Management Inc | 367,677 | $3,055 萬 | 0.03% | −5,649−1.5% | 減碼 |
| Raymond James & Associates | 381,457 | $3,170 萬 | 0.03% | +39,253+11.5% | 加碼 |
| Presima Inc. | 382,150 | $3,176 萬 | 4.57% | −130,300−25.4% | 減碼 |
| Hazelview Securities Inc. | 380,003 | $3,227 萬 | 4.27% | −153,920−28.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 406,196 | $3,376 萬 | 0.03% | −43,494−9.7% | 減碼 |
| Cambiar Investors LLC | 413,168 | $3,433 萬 | 1.11% | −76,355−15.6% | 減碼 |
| Uniplan Investment Counsel, Inc. | 419,141 | $3,483 萬 | 2.05% | −15,261−3.5% | 減碼 |
| HealthCor Management, L.P. | 434,590 | $3,611 萬 | 1.48% | −492,450−53.1% | 減碼 |
| Retirement Systems of Alabama | 439,291 | $3,651 萬 | 0.13% | −3,830−0.9% | 減碼 |
| Nomura Asset Management Co Ltd | 439,362 | $3,651 萬 | 0.21% | +15,762+3.7% | 加碼 |
| Envestnet Asset Management Inc | 446,342 | $3,709 萬 | 0.02% | +59,762+15.5% | 加碼 |
| Securian Asset Management, Inc | 449,548 | $3,736 萬 | 0.76% | −1,083−0.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 451,406 | $3,751 萬 | 0.07% | −10,900−2.4% | 減碼 |
| New York State Teachers Retirement System | 463,559 | $3,852 萬 | 0.08% | −23,692−4.9% | 減碼 |
| Swedbank AB | 482,572 | $4,010 萬 | 0.08% | +9,550+2.0% | 加碼 |
| New York State Common Retirement Fund | 485,598 | $4,035 萬 | 0.04% | −9,302−1.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 488,924 | $4,063 萬 | 0.08% | +173,151+54.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 494,748 | $4,111 萬 | 0.13% | +56,280+12.8% | 加碼 |
| Great West Life Assurance Co | 515,963 | $4,286 萬 | 0.10% | −44,753−8.0% | 減碼 |
| CORDA Investment Management, LLC. | 532,101 | $4,422 萬 | 3.80% | −7,859−1.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 536,906 | $4,462 萬 | 0.08% | −1200.0% | 減碼 |
| Royal Bank of Canada | 604,175 | $5,021 萬 | 0.01% | +57,506+10.5% | 加碼 |
| Factory Mutual Insurance Co | 611,024 | $5,078 萬 | 0.62% | +39,705+6.9% | 加碼 |
| Westpac Banking Corp | 615,333 | $5,113 萬 | 0.51% | −42,346−6.4% | 減碼 |
| Public Employees Retirement System of Ohio | 676,573 | $5,622 萬 | 0.20% | −29,125−4.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 695,069 | $5,776 萬 | 0.10% | +646,396+1,328.0% | 加碼 |
| Barclays PLC | 699,307 | $5,811 萬 | 0.05% | +101,228+16.9% | 加碼 |
| Bank of Montreal | 703,907 | $5,871 萬 | 0.03% | +143,724+25.7% | 加碼 |
| Rhumbline Advisers | 715,881 | $5,949 萬 | 0.08% | −25,371−3.4% | 減碼 |
| National Pension Service | 735,033 | $6,108 萬 | 0.12% | +12,661+1.8% | 加碼 |
| California State Teachers Retirement System | 760,594 | $6,321 萬 | 0.08% | −44,251−5.5% | 減碼 |
| AXA S.A. | 765,001 | $6,357 萬 | 0.18% | +2,060+0.3% | 加碼 |
| Epoch Investment Partners, Inc. | 783,675 | $6,512 萬 | 0.35% | −279,151−26.3% | 減碼 |
| Lasalle Investment Management Securities LLC | 801,604 | $6,661 萬 | 2.08% | −908,471−53.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 825,705 | $6,854 萬 | 0.14% | −102,411−11.0% | 減碼 |
| FIL Ltd | 886,253 | $7,365 萬 | 0.08% | +366,851+70.6% | 加碼 |
| Asset Management One Co.,Ltd. | 917,265 | $7,622 萬 | 0.28% | −2,524−0.3% | 減碼 |
| Standard Life Aberdeen plc | 922,433 | $7,666 萬 | 0.17% | +62,198+7.2% | 加碼 |
| Pictet Asset Management Ltd | 930,031 | $7,729 萬 | 0.08% | +95,028+11.4% | 加碼 |
| California Public Employees Retirement System | 944,787 | $7,851 萬 | 0.06% | −20,268−2.1% | 減碼 |