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 |
|---|---|---|---|---|---|
| Lasalle Investment Management Securities LLC | 792,716 | $6,532 萬 | 2.12% | −8,888−1.1% | 減碼 |
| Bank of Montreal | 786,201 | $6,588 萬 | 0.03% | +82,294+11.7% | 加碼 |
| Asset Management One Co.,Ltd. | 857,000 | $7,062 萬 | 0.27% | −60,265−6.6% | 減碼 |
| Schroder Investment Management Group | 866,597 | $7,141 萬 | 0.11% | −88,431−9.3% | 減碼 |
| California Public Employees Retirement System | 953,346 | $7,856 萬 | 0.06% | +8,559+0.9% | 加碼 |
| Standard Life Aberdeen plc | 975,954 | $8,081 萬 | 0.18% | +53,521+5.8% | 加碼 |
| Credit Suisse AG | 1,001,070 | $8,249 萬 | 0.07% | −139,734−12.2% | 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 |
| Citigroup Inc | 1,026,023 | $8,454 萬 | 0.08% | −126,385−11.0% | 減碼 |
| Pictet Asset Management SA | 1,032,898 | $8,511 萬 | 0.09% | +1,032,898 | 新進 |
| UBS Group AG | 1,131,465 | $9,323 萬 | 0.04% | +97,376+9.4% | 加碼 |
| Amundi | 1,181,930 | $9,739 萬 | 0.07% | −112,845−8.7% | 減碼 |
| Alliancebernstein L.P. | 1,252,909 | $1.03 億 | 0.04% | −22,852−1.8% | 減碼 |
| Wells Fargo & Company | 1,376,239 | $1.13 億 | 0.03% | +143,330+11.6% | 加碼 |
| Canada Pension Plan Investment Board | 1,396,878 | $1.15 億 | 0.13% | +239,111+20.7% | 加碼 |
| Heitman Real Estate Securities LLC | 1,397,069 | $1.15 億 | 5.24% | −411,504−22.8% | 減碼 |
| Adelante Capital Management LLC | 1,406,177 | $1.16 億 | 5.89% | −24,604−1.7% | 減碼 |
| Parametric Portfolio Associates LLC | 1,417,469 | $1.17 億 | 0.07% | +46,942+3.4% | 加碼 |
| Cbre Clarion Securities LLC | 1,459,434 | $1.20 億 | 2.12% | +188,463+14.8% | 加碼 |
| Duff & Phelps Investment Management Co | 1,504,642 | $1.24 億 | 1.62% | −40,875−2.6% | 減碼 |
| SEI Investments Co | 1,539,994 | $1.27 億 | 0.27% | +13,466+0.9% | 加碼 |
| Aew Capital Management L P | 1,544,407 | $1.27 億 | 3.78% | −162,900−9.5% | 減碼 |
| AMP Capital Investors Ltd | 1,644,009 | $1.36 億 | 0.75% | −355,339−17.8% | 減碼 |
| Swiss National Bank | 1,650,880 | $1.36 億 | 0.09% | −51,000−3.0% | 減碼 |
| Cullen Capital Management LLC | 1,720,392 | $1.42 億 | 1.39% | −253,667−12.9% | 減碼 |
| American Century Companies Inc | 1,766,281 | $1.46 億 | 0.10% | +62,420+3.7% | 加碼 |
| Goldman Sachs Group Inc | 1,794,765 | $1.48 億 | 0.04% | −235,556−11.6% | 減碼 |
| Massachusetts Financial Services Co | 1,822,569 | $1.50 億 | 0.04% | +17,043+0.9% | 加碼 |
| Brookfield Asset Management Inc. | 1,881,712 | $1.55 億 | 0.63% | −381,455−16.9% | 減碼 |
| Bank of America Corp | 2,345,956 | $1.93 億 | 0.02% | +483,709+26.0% | 加碼 |
| Russell Investments Group, Ltd. | 2,421,216 | $2.00 億 | 0.34% | +287,743+13.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,634,600 | $2.17 億 | 0.14% | +33,093+1.3% | 加碼 |
| Ameriprise Financial Inc | 2,753,100 | $2.27 億 | 0.07% | −360,174−11.6% | 減碼 |
| Prudential Financial Inc | 2,960,871 | $2.54 億 | 0.35% | +130,981+4.6% | 加碼 |
| Boston Partners | 3,248,848 | $2.68 億 | 0.34% | +90,393+2.9% | 加碼 |
| UBS Asset Management Americas Inc | 3,481,702 | $2.87 億 | 0.12% | +16,816+0.5% | 加碼 |
| Zimmer Partners, LP | 3,530,677 | $2.91 億 | 4.61% | +793,177+29.0% | 加碼 |
| Centersquare Investment Management LLC | 3,847,675 | $3.17 億 | 3.25% | −1,757,862−31.4% | 減碼 |
| Charles Schwab Investment Management Inc | 3,912,469 | $3.22 億 | 0.11% | +115,586+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 3,989,384 | $3.29 億 | 0.10% | −342,744−7.9% | 減碼 |
| Bank of New York Mellon Corp | 4,168,864 | $3.44 億 | 0.07% | −117,279−2.7% | 減碼 |
| Wellington Management Group LLP | 4,362,656 | $3.59 億 | 0.06% | +1,391,584+46.8% | 加碼 |
| Morgan Stanley | 4,373,601 | $3.60 億 | 0.05% | −639,625−12.8% | 減碼 |
| PGGM Investments | 4,820,462 | $3.97 億 | 2.05% | −3,304,661−40.7% | 減碼 |
| Deutsche Bank AG | 4,869,221 | $4.01 億 | 0.19% | +360,391+8.0% | 加碼 |
| JPMorgan Chase & Co | 5,118,663 | $4.22 億 | 0.06% | −2,839,088−35.7% | 減碼 |
| Legal & General Group Plc | 5,287,133 | $4.36 億 | 0.14% | +144,816+2.8% | 加碼 |
| Principal Financial Group Inc | 5,823,276 | $4.80 億 | 0.31% | −8,434,334−59.2% | 減碼 |
| Dimensional Fund Advisors LP | 5,983,123 | $4.93 億 | 0.16% | +1,9870.0% | 加碼 |
| Daiwa Securities Group Inc. | 6,433,370 | $5.30 億 | 3.48% | +1,721,116+36.5% | 加碼 |
| Resolution Capital Ltd | 6,697,347 | $5.52 億 | 7.32% | −1,014,705−13.2% | 減碼 |
| Northern Trust Corp | 6,816,632 | $5.62 億 | 0.10% | −11,122−0.2% | 減碼 |
| Invesco Ltd. | 8,423,903 | $6.94 億 | 0.18% | +601,859+7.7% | 加碼 |
| Geode Capital Management, LLC | 8,711,415 | $7.16 億 | 0.10% | +303,671+3.6% | 加碼 |
| FMR LLC | 11,839,824 | $9.76 億 | 0.08% | +977,194+9.0% | 加碼 |
| Norges Bank | 15,559,841 | $12.8 億 | 0.28% | +9,901,910+175.0% | 加碼 |
| Price T Rowe Associates Inc | 19,663,852 | $16.2 億 | 0.15% | +232,840+1.2% | 加碼 |
| State Street Corp | 25,049,825 | $20.6 億 | 0.11% | +629,128+2.6% | 加碼 |
| Cohen & Steers, Inc. | 27,789,044 | $22.9 億 | 4.27% | +9,698,150+53.6% | 加碼 |
| BlackRock Inc. | 44,086,988 | $36.3 億 | 0.10% | +376,865+0.9% | 加碼 |
| Vanguard Group Inc | 67,020,181 | $55.2 億 | 0.14% | +654,671+1.0% | 加碼 |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | 不變 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −336,630−100.0% | 清倉 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −290,000−100.0% | 清倉 |
| Veritas Asset Management LLP | 0 | $0 | 0.00% | −104,500−100.0% | 清倉 |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −78,000−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| RVB Capital Management LLC | 0 | $0 | 0.00% | −18,500−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,266−100.0% | 清倉 |
| Alerus Financial NA | 0 | $0 | 0.00% | −14,782−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,458−100.0% | 清倉 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −11,523−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −11,406−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −10,685−100.0% | 清倉 |
| Te Ahumairangi Investment Management Ltd | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −8,056−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,393−100.0% | 清倉 |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −6,992−100.0% | 清倉 |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −6,843−100.0% | 清倉 |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −6,470−100.0% | 清倉 |
| Essex Private Wealth Management, LLC | 0 | $0 | 0.00% | −6,038−100.0% | 清倉 |
| Sara-Bay Financial | 0 | $0 | 0.00% | −5,230−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,862−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,961−100.0% | 清倉 |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,796−100.0% | 清倉 |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −3,637−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,546−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,480−100.0% | 清倉 |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −3,429−100.0% | 清倉 |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −3,233−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,691−100.0% | 清倉 |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | 清倉 |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,612−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −2,552−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −2,463−100.0% | 清倉 |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −1,763−100.0% | 清倉 |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −665−100.0% | 清倉 |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −541−100.0% | 清倉 |