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 |
|---|---|---|---|---|---|
| Bowen Hanes & Co Inc | 332,943 | $2,767 萬 | 0.84% | +550+0.2% | 加碼 |
| 1832 Asset Management L.P. | 321,453 | $2,677 萬 | 0.05% | −30,327−8.6% | 減碼 |
| State of Wisconsin Investment Board | 318,293 | $2,645 萬 | 0.05% | −4,953−1.5% | 減碼 |
| Janus Henderson Group PLC | 312,946 | $2,601 萬 | 0.01% | +108,516+53.1% | 加碼 |
| Toronto Dominion Bank | 312,784 | $2,599 萬 | 0.04% | +372+0.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,700 | $2,590 萬 | 0.14% | +28,344+10.0% | 加碼 |
| Marshall Wace North America L.P. | 290,000 | $2,410 萬 | 0.10% | +290,000 | 新進 |
| AMF Pensionsforsakring AB | 285,946 | $2,379 萬 | 0.16% | +4,532+1.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 283,929 | $2,359 萬 | 0.08% | −36,013−11.3% | 減碼 |
| State of Alaska, Department of Revenue | 283,189 | $2,353 萬 | 0.24% | +55,108+24.2% | 加碼 |
| Nisa Investment Advisors, LLC | 281,630 | $2,340 萬 | 0.15% | −18,242−6.1% | 減碼 |
| Allianz Asset Management GmbH | 280,443 | $2,330 萬 | 0.02% | −23,210−7.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 277,896 | $2,310 萬 | 0.02% | −5,659−2.0% | 減碼 |
| Chilton Capital Management LLC | 275,649 | $2,291 萬 | 1.33% | +65,719+31.3% | 加碼 |
| Franklin Resources Inc | 272,431 | $2,264 萬 | 0.01% | +37,834+16.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 270,617 | $2,249 萬 | 0.08% | −13,958−4.9% | 減碼 |
| Virginia Retirement Systems Et Al | 257,933 | $2,143 萬 | 0.21% | −57,900−18.3% | 減碼 |
| Ranger Global Real Estate Advisors, LLC | 252,501 | $2,098 萬 | 1.65% | −92,000−26.7% | 減碼 |
| Impax Asset Management Group plc | 251,318 | $2,089 萬 | 0.09% | −1,323−0.5% | 減碼 |
| Davis Selected Advisers | 245,050 | $2,036 萬 | 0.08% | +40,080+19.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 223,891 | $1,861 萬 | 0.10% | −702−0.3% | 減碼 |
| TD Asset Management Inc | 198,409 | $1,723 萬 | 0.02% | −30,884−13.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 207,838 | $1,712 萬 | 0.05% | +38,378+22.6% | 加碼 |
| Tekla Capital Management LLC | 203,083 | $1,688 萬 | 0.55% | 00.0% | 不變 |
| Storebrand Asset Management AS | 200,556 | $1,667 萬 | 0.08% | −3,197−1.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 199,420 | $1,657 萬 | 0.24% | +432+0.2% | 加碼 |
| Thrivent Financial for Lutherans | 199,391 | $1,657 萬 | 0.03% | −8,961−4.3% | 減碼 |
| Sandler Capital Management | 198,840 | $1,652 萬 | 1.45% | +198,840 | 新進 |
| Citadel Advisors LLC | 194,404 | $1,616 萬 | 0.02% | +161,825+496.7% | 加碼 |
| Voya Investment Management LLC | 192,765 | $1,602 萬 | 0.03% | −157−0.1% | 減碼 |
| Janney Montgomery Scott LLC | 191,974 | $1,595 萬 | 0.07% | +4,531+2.4% | 加碼 |
| CIBC World Markets Corp | 189,889 | $1,578 萬 | 0.11% | +150,094+377.2% | 加碼 |
| Stifel Financial Corp | 181,504 | $1,508 萬 | 0.02% | −1,043−0.6% | 減碼 |
| AQR Capital Management LLC | 181,456 | $1,508 萬 | 0.03% | +3,782+2.1% | 加碼 |
| Aviva PLC | 176,334 | $1,465 萬 | 0.06% | −21,724−11.0% | 減碼 |
| KBC Group NV | 172,218 | $1,431 萬 | 0.05% | −56,318−24.6% | 減碼 |
| Tredje AP-fonden | 169,555 | $1,409 萬 | 0.29% | 00.0% | 不變 |
| Korea Investment CORP | 168,300 | $1,399 萬 | 0.04% | −33,500−16.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 162,883 | $1,354 萬 | 0.03% | +13,429+9.0% | 加碼 |
| Keybank National Association | 154,781 | $1,286 萬 | 0.06% | −8,105−5.0% | 減碼 |
| Royal London Asset Management Ltd | 153,276 | $1,274 萬 | 0.05% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 151,594 | $1,260 萬 | 0.07% | −8,210−5.1% | 減碼 |
| Cannell Peter B & Co Inc | 144,809 | $1,203 萬 | 0.36% | −3,468−2.3% | 減碼 |
| Van Eck Associates Corp | 141,268 | $1,174 萬 | 0.03% | +63,119+80.8% | 加碼 |
| ProShare Advisors LLC | 135,603 | $1,127 萬 | 0.03% | +5,435+4.2% | 加碼 |
| Handelsbanken Fonder AB | 134,716 | $1,120 萬 | 0.06% | +29,150+27.6% | 加碼 |
| Comerica Bank | 132,021 | $1,110 萬 | 0.07% | +6,056+4.8% | 加碼 |
| Truist Financial Corp | 133,333 | $1,108 萬 | 0.02% | −116−0.1% | 減碼 |
| American International Group, Inc. | 127,379 | $1,059 萬 | 0.04% | −2,834−2.2% | 減碼 |
| Calamos Advisors LLC | 125,953 | $1,047 萬 | 0.05% | +28,862+29.7% | 加碼 |
| LPL Financial LLC | 119,967 | $996.9 萬 | 0.01% | +3,003+2.6% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,693 | $994.6 萬 | 0.09% | −19,500−14.0% | 減碼 |
| Amalgamated Bank | 119,628 | $994.1 萬 | 0.08% | +96,795+423.9% | 加碼 |
| Swiss Life Asset Management Ltd | 54,744 | $992.6 萬 | 0.13% | −2,020−3.6% | 減碼 |
| TCW Group Inc | 119,260 | $991.0 萬 | 0.09% | +20,265+20.5% | 加碼 |
| Susquehanna International Group, LLP | 117,974 | $980.4 萬 | 0.01% | −18,931−13.8% | 減碼 |
| Arizona State Retirement System | 116,940 | $971.8 萬 | 0.08% | −658−0.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 113,549 | $943.4 萬 | 0.02% | −22,786−16.7% | 減碼 |
| Commonwealth Equity Services, LLC | 110,964 | $922.1 萬 | 0.02% | −1,819−1.6% | 減碼 |
| Trust Co of Toledo NA | 106,710 | $886.8 萬 | 1.50% | +124+0.1% | 加碼 |
| State of Michigan Retirement System | 104,996 | $872.5 萬 | 0.05% | +200+0.2% | 加碼 |
| Veritas Asset Management LLP | 104,500 | $868.4 萬 | 0.05% | −28,000−21.1% | 減碼 |
| Credit Agricole S A | 102,880 | $854.9 萬 | 0.28% | −5,940−5.5% | 減碼 |
| Maryland Capital Management | 100,633 | $836.2 萬 | 0.50% | +4,141+4.3% | 加碼 |
| Forsta Ap-Fonden | 99,600 | $827.7 萬 | 0.10% | +13,500+15.7% | 加碼 |
| Advisor Group Holdings, Inc. | 99,519 | $827.3 萬 | 0.02% | −14,462−12.7% | 減碼 |
| MetLife Investment Management | 96,799 | $804.4 萬 | 0.07% | −2,662−2.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 95,594 | $794.4 萬 | 0.01% | +34,953+57.6% | 加碼 |
| Central Trust Co | 93,422 | $776.3 萬 | 0.28% | −150.0% | 減碼 |
| Venture Visionary Partners LLC | 91,427 | $759.7 萬 | 0.61% | +1,736+1.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 90,960 | $755.9 萬 | 0.05% | −8,290−8.4% | 減碼 |
| Nissay Asset Management Corp | 90,260 | $750.1 萬 | 0.07% | +2,904+3.3% | 加碼 |
| M&G Investment Management Ltd | 89,163 | $740.1 萬 | 0.04% | +89,163 | 新進 |
| Public Sector Pension Investment Board | 86,349 | $717.6 萬 | 0.05% | +25,920+42.9% | 加碼 |
| Lincluden Management Ltd | 86,045 | $715.0 萬 | 0.69% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 84,544 | $702.5 萬 | 0.09% | −175−0.2% | 減碼 |
| Pensionfund DSM Netherlands | 82,753 | $687.7 萬 | 0.88% | −2,000−2.4% | 減碼 |
| Natixis Advisors, L.P. | 82,018 | $681.6 萬 | 0.03% | −48,667−37.2% | 減碼 |
| Eii Capital Management, Inc. | 80,106 | $665.7 萬 | 3.13% | −3,416−4.1% | 減碼 |
| Utah Retirement Systems | 79,603 | $661.5 萬 | 0.09% | −600−0.7% | 減碼 |
| Hill Winds Capital LP | 78,000 | $648.2 萬 | 3.44% | +78,000 | 新進 |
| Mutual of America Capital Management LLC | 77,965 | $647.9 萬 | 0.06% | +635+0.8% | 加碼 |
| Metropolitan Life Insurance Co | 77,373 | $643.0 萬 | 0.09% | −16,984−18.0% | 減碼 |
| British Columbia Investment Management Corp | 77,098 | $640.7 萬 | 0.04% | +8,648+12.6% | 加碼 |
| Carret Asset Management, LLC | 76,043 | $631.9 萬 | 0.74% | +5,679+8.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 75,611 | $628.3 萬 | 0.70% | −2,017−2.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 75,328 | $626.0 萬 | 0.03% | −189−0.3% | 減碼 |
| DuPont Capital Management Corp | 75,239 | $625.2 萬 | 0.15% | +19,603+35.2% | 加碼 |
| State of Tennessee, Treasury Department | 74,368 | $618.0 萬 | 0.02% | +152+0.2% | 加碼 |
| First Trust Advisors LP | 72,272 | $600.6 萬 | 0.01% | +8,078+12.6% | 加碼 |
| Manning & Napier Group, LLC | 70,638 | $586.9 萬 | 0.05% | +10,628+17.7% | 加碼 |
| Millennium Management LLC | 69,739 | $579.5 萬 | 0.01% | −206,838−74.8% | 減碼 |
| Texas Permanent School Fund | 69,362 | $576.4 萬 | 0.07% | −334−0.5% | 減碼 |
| APG Asset Management N.V. | 80,650 | $565.1 萬 | 0.01% | +15,000+22.8% | 加碼 |
| DnB Asset Management AS | 67,193 | $558.4 萬 | 0.04% | +5,682+9.2% | 加碼 |
| Mackay Shields LLC | 65,753 | $546.4 萬 | 0.05% | −33,127−33.5% | 減碼 |
| Azimuth Capital Management LLC | 65,403 | $543.5 萬 | 0.23% | +4,595+7.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 64,407 | $535.2 萬 | 0.94% | +324+0.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 64,256 | $534.0 萬 | 0.04% | +19,700+44.2% | 加碼 |
| Advisors Management Group Inc | 64,030 | $532.1 萬 | 1.59% | −90−0.1% | 減碼 |