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 3 季 13F 持有人
Welltower Inc. 在 2021/9/30 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
- 763
- 較 2021 年第 2 季 +17 家
- 持有股數
- 4.08 億
- 較 2021 年第 2 季 +677.2 萬 (+1.7%)
- 總市值
- $336.3 億
- 較 2021 年第 2 季 +$2.83 億 (+0.8%)
- 新進機構
- 70
- 另有 275 家加碼
- 清倉機構
- 53
- 另有 260 家減碼
另有 13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 67,020,181 | $55.2 億 | 0.14% | +654,671+1.0% | 加碼 |
| BlackRock Inc. | 44,086,988 | $36.3 億 | 0.10% | +376,865+0.9% | 加碼 |
| Cohen & Steers, Inc. | 27,789,044 | $22.9 億 | 4.27% | +9,698,150+53.6% | 加碼 |
| State Street Corp | 25,049,825 | $20.6 億 | 0.11% | +629,128+2.6% | 加碼 |
| Price T Rowe Associates Inc | 19,663,852 | $16.2 億 | 0.15% | +232,840+1.2% | 加碼 |
| Norges Bank | 15,559,841 | $12.8 億 | 0.28% | +9,901,910+175.0% | 加碼 |
| FMR LLC | 11,839,824 | $9.76 億 | 0.08% | +977,194+9.0% | 加碼 |
| Geode Capital Management, LLC | 8,711,415 | $7.16 億 | 0.10% | +303,671+3.6% | 加碼 |
| Invesco Ltd. | 8,423,903 | $6.94 億 | 0.18% | +601,859+7.7% | 加碼 |
| Northern Trust Corp | 6,816,632 | $5.62 億 | 0.10% | −11,122−0.2% | 減碼 |
| Resolution Capital Ltd | 6,697,347 | $5.52 億 | 7.32% | −1,014,705−13.2% | 減碼 |
| Daiwa Securities Group Inc. | 6,433,370 | $5.30 億 | 3.48% | +1,721,116+36.5% | 加碼 |
| Dimensional Fund Advisors LP | 5,983,123 | $4.93 億 | 0.16% | +1,9870.0% | 加碼 |
| Principal Financial Group Inc | 5,823,276 | $4.80 億 | 0.31% | −8,434,334−59.2% | 減碼 |
| Legal & General Group Plc | 5,287,133 | $4.36 億 | 0.14% | +144,816+2.8% | 加碼 |
| JPMorgan Chase & Co | 5,118,663 | $4.22 億 | 0.06% | −2,839,088−35.7% | 減碼 |
| Deutsche Bank AG | 4,869,221 | $4.01 億 | 0.19% | +360,391+8.0% | 加碼 |
| PGGM Investments | 4,820,462 | $3.97 億 | 2.05% | −3,304,661−40.7% | 減碼 |
| Morgan Stanley | 4,373,601 | $3.60 億 | 0.05% | −639,625−12.8% | 減碼 |
| Wellington Management Group LLP | 4,362,656 | $3.59 億 | 0.06% | +1,391,584+46.8% | 加碼 |
| Bank of New York Mellon Corp | 4,168,864 | $3.44 億 | 0.07% | −117,279−2.7% | 減碼 |
| Nuveen Asset Management, LLC | 3,989,384 | $3.29 億 | 0.10% | −342,744−7.9% | 減碼 |
| Charles Schwab Investment Management Inc | 3,912,469 | $3.22 億 | 0.11% | +115,586+3.0% | 加碼 |
| Centersquare Investment Management LLC | 3,847,675 | $3.17 億 | 3.25% | −1,757,862−31.4% | 減碼 |
| Zimmer Partners, LP | 3,530,677 | $2.91 億 | 4.61% | +793,177+29.0% | 加碼 |
| UBS Asset Management Americas Inc | 3,481,702 | $2.87 億 | 0.12% | +16,816+0.5% | 加碼 |
| Boston Partners | 3,248,848 | $2.68 億 | 0.34% | +90,393+2.9% | 加碼 |
| Prudential Financial Inc | 2,960,871 | $2.54 億 | 0.35% | +130,981+4.6% | 加碼 |
| Ameriprise Financial Inc | 2,753,100 | $2.27 億 | 0.07% | −360,174−11.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,634,600 | $2.17 億 | 0.14% | +33,093+1.3% | 加碼 |
| Russell Investments Group, Ltd. | 2,421,216 | $2.00 億 | 0.34% | +287,743+13.5% | 加碼 |
| Bank of America Corp | 2,345,956 | $1.93 億 | 0.02% | +483,709+26.0% | 加碼 |
| Brookfield Asset Management Inc. | 1,881,712 | $1.55 億 | 0.63% | −381,455−16.9% | 減碼 |
| Massachusetts Financial Services Co | 1,822,569 | $1.50 億 | 0.04% | +17,043+0.9% | 加碼 |
| Goldman Sachs Group Inc | 1,794,765 | $1.48 億 | 0.04% | −235,556−11.6% | 減碼 |
| American Century Companies Inc | 1,766,281 | $1.46 億 | 0.10% | +62,420+3.7% | 加碼 |
| Cullen Capital Management LLC | 1,720,392 | $1.42 億 | 1.39% | −253,667−12.9% | 減碼 |
| Swiss National Bank | 1,650,880 | $1.36 億 | 0.09% | −51,000−3.0% | 減碼 |
| AMP Capital Investors Ltd | 1,644,009 | $1.36 億 | 0.75% | −355,339−17.8% | 減碼 |
| Aew Capital Management L P | 1,544,407 | $1.27 億 | 3.78% | −162,900−9.5% | 減碼 |
| SEI Investments Co | 1,539,994 | $1.27 億 | 0.27% | +13,466+0.9% | 加碼 |
| Duff & Phelps Investment Management Co | 1,504,642 | $1.24 億 | 1.62% | −40,875−2.6% | 減碼 |
| Cbre Clarion Securities LLC | 1,459,434 | $1.20 億 | 2.12% | +188,463+14.8% | 加碼 |
| Parametric Portfolio Associates LLC | 1,417,469 | $1.17 億 | 0.07% | +46,942+3.4% | 加碼 |
| Adelante Capital Management LLC | 1,406,177 | $1.16 億 | 5.89% | −24,604−1.7% | 減碼 |
| Heitman Real Estate Securities LLC | 1,397,069 | $1.15 億 | 5.24% | −411,504−22.8% | 減碼 |
| Canada Pension Plan Investment Board | 1,396,878 | $1.15 億 | 0.13% | +239,111+20.7% | 加碼 |
| Wells Fargo & Company | 1,376,239 | $1.13 億 | 0.03% | +143,330+11.6% | 加碼 |
| Alliancebernstein L.P. | 1,252,909 | $1.03 億 | 0.04% | −22,852−1.8% | 減碼 |
| Amundi | 1,181,930 | $9,739 萬 | 0.07% | −112,845−8.7% | 減碼 |
| UBS Group AG | 1,131,465 | $9,323 萬 | 0.04% | +97,376+9.4% | 加碼 |
| Pictet Asset Management SA | 1,032,898 | $8,511 萬 | 0.09% | +1,032,898 | 新進 |
| Citigroup Inc | 1,026,023 | $8,454 萬 | 0.08% | −126,385−11.0% | 減碼 |
| STRS Ohio | 1,018,102 | $8,389 萬 | 0.32% | −143,747−12.4% | 減碼 |
| Neuberger Berman Group LLC | 1,020,206 | $8,389 萬 | 0.07% | +21,208+2.1% | 加碼 |
| Credit Suisse AG | 1,001,070 | $8,249 萬 | 0.07% | −139,734−12.2% | 減碼 |
| Standard Life Aberdeen plc | 975,954 | $8,081 萬 | 0.18% | +53,521+5.8% | 加碼 |
| California Public Employees Retirement System | 953,346 | $7,856 萬 | 0.06% | +8,559+0.9% | 加碼 |
| Schroder Investment Management Group | 866,597 | $7,141 萬 | 0.11% | −88,431−9.3% | 減碼 |
| Asset Management One Co.,Ltd. | 857,000 | $7,062 萬 | 0.27% | −60,265−6.6% | 減碼 |
| Bank of Montreal | 786,201 | $6,588 萬 | 0.03% | +82,294+11.7% | 加碼 |
| Lasalle Investment Management Securities LLC | 792,716 | $6,532 萬 | 2.12% | −8,888−1.1% | 減碼 |
| FIL Ltd | 792,648 | $6,531 萬 | 0.07% | −93,605−10.6% | 減碼 |
| HSBC Holdings PLC | 782,930 | $6,515 萬 | 0.07% | −287,893−26.9% | 減碼 |
| California State Teachers Retirement System | 735,207 | $6,058 萬 | 0.08% | −25,387−3.3% | 減碼 |
| National Pension Service | 701,340 | $5,779 萬 | 0.11% | −33,693−4.6% | 減碼 |
| Rhumbline Advisers | 695,802 | $5,733 萬 | 0.08% | −20,079−2.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 686,642 | $5,658 萬 | 0.09% | −8,427−1.2% | 減碼 |
| Epoch Investment Partners, Inc. | 677,132 | $5,580 萬 | 0.31% | −106,543−13.6% | 減碼 |
| Public Employees Retirement System of Ohio | 665,670 | $5,485 萬 | 0.19% | −10,903−1.6% | 減碼 |
| Natixis | 630,295 | $5,194 萬 | 0.18% | +630,295 | 新進 |
| Barclays PLC | 629,670 | $5,188 萬 | 0.04% | −69,637−10.0% | 減碼 |
| HealthCor Management, L.P. | 617,480 | $5,088 萬 | 2.21% | +182,890+42.1% | 加碼 |
| Factory Mutual Insurance Co | 601,024 | $4,953 萬 | 0.62% | −10,000−1.6% | 減碼 |
| Great West Life Assurance Co | 581,012 | $4,821 萬 | 0.11% | +65,049+12.6% | 加碼 |
| Royal Bank of Canada | 542,727 | $4,472 萬 | 0.01% | −61,448−10.2% | 減碼 |
| CORDA Investment Management, LLC. | 525,561 | $4,331 萬 | 3.77% | −6,540−1.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 523,935 | $4,317 萬 | 0.08% | −12,971−2.4% | 減碼 |
| New York State Common Retirement Fund | 506,335 | $4,172 萬 | 0.04% | +20,737+4.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 505,458 | $4,165 萬 | 0.13% | +10,710+2.2% | 加碼 |
| State of Wisconsin Investment Board | 493,122 | $4,063 萬 | 0.08% | +174,829+54.9% | 加碼 |
| Swedbank AB | 463,992 | $3,823 萬 | 0.07% | −18,580−3.9% | 減碼 |
| New York State Teachers Retirement System | 457,667 | $3,771 萬 | 0.08% | −5,892−1.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 444,906 | $3,666 萬 | 0.07% | −6,500−1.4% | 減碼 |
| Nomura Asset Management Co Ltd | 443,553 | $3,655 萬 | 0.21% | +4,191+1.0% | 加碼 |
| AXA S.A. | 439,830 | $3,624 萬 | 0.10% | −325,171−42.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 439,441 | $3,621 萬 | 0.08% | −386,264−46.8% | 減碼 |
| Envestnet Asset Management Inc | 433,429 | $3,572 萬 | 0.02% | −12,913−2.9% | 減碼 |
| Janus Henderson Group PLC | 432,407 | $3,563 萬 | 0.02% | +119,461+38.2% | 加碼 |
| Uniplan Investment Counsel, Inc. | 430,558 | $3,548 萬 | 2.18% | +11,417+2.7% | 加碼 |
| Retirement Systems of Alabama | 429,867 | $3,542 萬 | 0.13% | −9,424−2.1% | 減碼 |
| Cambiar Investors LLC | 413,607 | $3,408 萬 | 1.17% | +439+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 409,353 | $3,373 萬 | 0.03% | +3,157+0.8% | 加碼 |
| Securian Asset Management, Inc | 407,748 | $3,360 萬 | 0.69% | −41,800−9.3% | 減碼 |
| Raymond James & Associates | 395,330 | $3,258 萬 | 0.03% | +13,873+3.6% | 加碼 |
| Victory Capital Management Inc | 373,390 | $3,077 萬 | 0.03% | +5,713+1.6% | 加碼 |
| LMR Partners LLP | 367,235 | $3,026 萬 | 0.42% | +367,235 | 新進 |
| Hazelview Securities Inc. | 360,018 | $3,019 萬 | 3.86% | −19,985−5.3% | 減碼 |
| Macquarie Group Ltd | 355,687 | $2,931 萬 | 0.02% | −1,830,961−83.7% | 減碼 |
| Westpac Banking Corp | 342,819 | $2,825 萬 | 0.30% | −272,514−44.3% | 減碼 |