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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 62,845 | $522.2 萬 | 0.37% | +2,972+5.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,920 | $506.2 萬 | 0.12% | +4,409+7.8% | 加碼 |
| Private Asset Management Inc | 58,173 | $483.4 萬 | 0.64% | −1,359−2.3% | 減碼 |
| ING Groep NV | 57,873 | $480.9 萬 | 0.08% | +22,963+65.8% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 56,095 | $466.1 萬 | 3.03% | −53−0.1% | 減碼 |
| IFM Investors Pty Ltd | 54,896 | $456.2 萬 | 0.09% | +8,200+17.6% | 加碼 |
| HGK Asset Management Inc | 54,837 | $455.7 萬 | 1.45% | −7,006−11.3% | 減碼 |
| Sarasin & Partners LLP | 54,534 | $453.2 萬 | 0.05% | −2,038−3.6% | 減碼 |
| Teacher Retirement System of Texas | 54,424 | $452.3 萬 | 0.02% | −32,712−37.5% | 減碼 |
| Garland Capital Management Inc | 54,395 | $452.0 萬 | 3.18% | −450−0.8% | 減碼 |
| Bank of Nova Scotia | 53,632 | $445.8 萬 | 0.01% | −15,020−21.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,311 | $434.7 萬 | 0.05% | +110+0.2% | 加碼 |
| Sompo Asset Management Co., Ltd. | 51,970 | $431.9 萬 | 0.88% | +760+1.5% | 加碼 |
| Achmea Investment Management B.V. | 51,497 | $428.0 萬 | 0.15% | −13,009−20.2% | 減碼 |
| Hartford Investment Management Co | 51,383 | $427.0 萬 | 0.11% | −1,596−3.0% | 減碼 |
| Advisors Asset Management, Inc. | 49,024 | $407.4 萬 | 0.06% | −6,583−11.8% | 減碼 |
| Windward Capital Management Co | 48,870 | $406.1 萬 | 0.38% | +336+0.7% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 48,514 | $403.1 萬 | 0.06% | +21,456+79.3% | 加碼 |
| Andra AP-fonden | 48,400 | $402.2 萬 | 0.08% | −36,300−42.9% | 減碼 |
| Peapack Gladstone Financial Corp | 47,851 | $397.6 萬 | 0.10% | −1,166−2.4% | 減碼 |
| Vestcor Inc | 46,564 | $386.9 萬 | 0.13% | −2,357−4.8% | 減碼 |
| Gateway Investment Advisers LLC | 45,691 | $379.7 萬 | 0.04% | −96−0.2% | 減碼 |
| Rafferty Asset Management, LLC | 45,648 | $379.3 萬 | 0.02% | +14,231+45.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 43,041 | $357.7 萬 | 0.02% | +824+2.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 42,947 | $356.9 萬 | 0.29% | +1,074+2.6% | 加碼 |
| NN Investment Partners Holdings N.V. | 42,696 | $354.8 萬 | 0.02% | +3,298+8.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 42,058 | $349.5 萬 | 0.01% | +36,889+713.7% | 加碼 |
| Norinchukin Bank, The | 41,936 | $348.5 萬 | 0.05% | +315+0.8% | 加碼 |
| US Bancorp | 41,361 | $343.8 萬 | 0.01% | +892+2.2% | 加碼 |
| Bard Financial Services, Inc. | 40,610 | $337.5 萬 | 0.30% | −550−1.3% | 減碼 |
| Ancora Advisors, LLC | 40,483 | $336.4 萬 | 0.09% | −2,107−4.9% | 減碼 |
| First Republic Investment Management, Inc. | 39,347 | $327.0 萬 | 0.01% | +4,101+11.6% | 加碼 |
| Voloridge Investment Management, LLC | 39,135 | $325.2 萬 | 0.02% | −29,786−43.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 38,927 | $323.5 萬 | 0.01% | +3,631+10.3% | 加碼 |
| M&T Bank Corp | 38,532 | $320.2 萬 | 0.01% | +4,639+13.7% | 加碼 |
| Ensign Peak Advisors, Inc | 38,234 | $317.7 萬 | 0.01% | −15,255−28.5% | 減碼 |
| American Financial Advisors, LLC | 37,988 | $315.7 萬 | 0.43% | −15,135−28.5% | 減碼 |
| Nordea Investment Management AB | 37,573 | $312.2 萬 | 0.00% | −13,217−26.0% | 減碼 |
| Cetera Advisor Networks LLC | 37,314 | $310.1 萬 | 0.04% | +25,253+209.4% | 加碼 |
| Vident Investment Advisory, LLC | 37,175 | $308.9 萬 | 0.09% | +5,284+16.6% | 加碼 |
| Kornitzer Capital Management Inc | 36,790 | $305.7 萬 | 0.05% | +26,290+250.4% | 加碼 |
| CIBC Asset Management Inc | 36,679 | $304.8 萬 | 0.01% | +628+1.7% | 加碼 |
| Spinnaker Trust | 35,870 | $298.1 萬 | 0.21% | −248−0.7% | 減碼 |
| Rainey & Randall Investment Management Inc. | 35,309 | $293.4 萬 | 1.44% | −150−0.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 34,594 | $287.5 萬 | 0.03% | 00.0% | 不變 |
| Pensionfund Sabic | 34,259 | $284.7 萬 | 0.61% | 00.0% | 不變 |
| Pendal Group Limited | 33,774 | $280.7 萬 | 0.03% | −43,200−56.1% | 減碼 |
| United Capital Financial Advisers, LLC | 33,438 | $277.9 萬 | 0.01% | +1,970+6.3% | 加碼 |
| Maryland State Retirement & Pension System | 32,026 | $272.7 萬 | 0.09% | 00.0% | 不變 |
| Fma Advisory Inc | 32,715 | $271.9 萬 | 1.01% | +455+1.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 32,050 | $266.3 萬 | 0.02% | 00.0% | 不變 |
| Callahan Advisors, LLC | 32,013 | $266.0 萬 | 0.34% | +5,534+20.9% | 加碼 |
| Moody National Bank Trust Division | 30,955 | $257.3 萬 | 0.05% | −124−0.4% | 減碼 |
| Private Advisor Group, LLC | 30,580 | $254.1 萬 | 0.02% | +2,987+10.8% | 加碼 |
| Mackenzie Financial Corp | 30,408 | $252.7 萬 | 0.00% | +4,350+16.7% | 加碼 |
| Oppenheimer & Co Inc | 30,265 | $251.5 萬 | 0.05% | −664−2.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 30,241 | $251.2 萬 | 0.05% | +28,910+2,172.1% | 加碼 |
| Fifth Third Bancorp | 29,768 | $247.4 萬 | 0.01% | +9,027+43.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 29,314 | $243.6 萬 | 0.08% | −792−2.6% | 減碼 |
| Stephens Inc | 28,684 | $238.4 萬 | 0.04% | −504−1.7% | 減碼 |
| New Mexico Educational Retirement Board | 27,848 | $231.4 萬 | 0.08% | +1,500+5.7% | 加碼 |
| American National Insurance Co | 27,580 | $229.2 萬 | 0.09% | −75−0.3% | 減碼 |
| Capital Investment Advisors, LLC | 27,178 | $225.8 萬 | 0.08% | −92−0.3% | 減碼 |
| Baird Financial Group, Inc. | 26,668 | $221.6 萬 | 0.01% | −38,952−59.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 26,342 | $218.9 萬 | 0.05% | +26+0.1% | 加碼 |
| Wealthfront Advisers LLC | 26,088 | $216.8 萬 | 0.01% | +5,792+28.5% | 加碼 |
| Blair William & Co | 26,078 | $216.7 萬 | 0.01% | −8,139−23.8% | 減碼 |
| Louisiana State Employees Retirement System | 26,000 | $216.1 萬 | 0.05% | +100+0.4% | 加碼 |
| Spouting Rock Asset Management, LLC | 25,698 | $213.6 萬 | 0.66% | +6,318+32.6% | 加碼 |
| Morningstar Investment Services LLC | 25,253 | $210.6 萬 | 0.03% | −145,617−85.2% | 減碼 |
| Busey Wealth Management | 25,232 | $209.6 萬 | 0.10% | −1,241−4.7% | 減碼 |
| Pinebridge Investments, L.P. | 25,051 | $208.2 萬 | 0.02% | −7,246−22.4% | 減碼 |
| Creative Planning | 24,508 | $203.7 萬 | 0.00% | −6,825−21.8% | 減碼 |
| Boston Family Office LLC | 24,449 | $203.2 萬 | 0.15% | +161+0.7% | 加碼 |
| Kentucky Retirement Systems | 24,313 | $202.0 萬 | 0.10% | −1,928−7.3% | 減碼 |
| Commerce Bank | 24,008 | $199.5 萬 | 0.01% | +4,290+21.8% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 23,954 | $199.1 萬 | 0.09% | +1,218+5.4% | 加碼 |
| QS Investors, LLC | 23,466 | $195.1 萬 | 0.02% | −3,084−11.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 23,242 | $193.1 萬 | 0.14% | +801+3.6% | 加碼 |
| Xponance, Inc. | 23,165 | $192.5 萬 | 0.04% | +5,214+29.0% | 加碼 |
| PFG Advisors | 23,044 | $191.5 萬 | 0.22% | −75−0.3% | 減碼 |
| ProVise Management Group, LLC | 22,881 | $190.1 萬 | 0.19% | −277−1.2% | 減碼 |
| Pacer Advisors, Inc. | 21,768 | $180.9 萬 | 0.03% | −1,071−4.7% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 21,749 | $180.7 萬 | 0.17% | −202−0.9% | 減碼 |
| Wesbanco Bank Inc | 21,460 | $178.3 萬 | 0.07% | −4,422−17.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 21,140 | $175.7 萬 | 0.04% | +310+1.5% | 加碼 |
| Summit Place Financial Advisors, LLC | 20,855 | $173.3 萬 | 1.27% | −180−0.9% | 減碼 |
| Raymond James Trust N.A. | 20,452 | $169.9 萬 | 0.06% | −683−3.2% | 減碼 |
| Mercer Global Advisors Inc | 20,365 | $169.2 萬 | 0.01% | +320+1.6% | 加碼 |
| Bridgewater Associates, LP | 20,020 | $166.4 萬 | 0.01% | +20,020 | 新進 |
| Caption Management, LLC | 20,000 | $166.1 萬 | 0.15% | +20,000 | 新進 |
| Avantax Advisory Services, Inc. | 19,608 | $162.9 萬 | 0.03% | +4,138+26.7% | 加碼 |
| Hotaling Investment Management, LLC | 19,590 | $162.8 萬 | 0.66% | −134−0.7% | 減碼 |
| Oxford Financial Group Ltd | 19,544 | $162.4 萬 | 0.22% | 00.0% | 不變 |
| Mariner, LLC | 19,202 | $159.6 萬 | 0.01% | +4,218+28.2% | 加碼 |
| Aevitas Wealth Management, Inc. | 19,189 | $159.5 萬 | 1.02% | +46+0.2% | 加碼 |
| FDx Advisors, Inc. | 19,026 | $158.1 萬 | 0.05% | +2,615+15.9% | 加碼 |
| OPSEU Pension Plan Trust Fund | 18,759 | $158.1 萬 | 0.41% | +7,487+66.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,960 | $157.6 萬 | 0.03% | +39+0.2% | 加碼 |
| Ethic Inc. | 18,694 | $155.4 萬 | 0.19% | +4,482+31.5% | 加碼 |