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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 338,845 | $2,792 萬 | 0.14% | +27,145+8.7% | 加碼 |
| Bowen Hanes & Co Inc | 332,943 | $2,744 萬 | 0.84% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 323,443 | $2,665 萬 | 0.27% | +40,254+14.2% | 加碼 |
| Franklin Resources Inc | 316,735 | $2,610 萬 | 0.01% | +44,304+16.3% | 加碼 |
| Presima Inc. | 299,850 | $2,471 萬 | 4.42% | −82,300−21.5% | 減碼 |
| 1832 Asset Management L.P. | 281,714 | $2,376 萬 | 0.04% | −39,739−12.4% | 減碼 |
| Nisa Investment Advisors, LLC | 284,434 | $2,344 萬 | 0.14% | +2,804+1.0% | 加碼 |
| Chilton Capital Management LLC | 283,542 | $2,336 萬 | 1.33% | +7,893+2.9% | 加碼 |
| CIBC World Markets Corp | 268,984 | $2,216 萬 | 0.15% | +79,095+41.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 268,781 | $2,215 萬 | 0.02% | −9,115−3.3% | 減碼 |
| AMF Pensionsforsakring AB | 266,411 | $2,198 萬 | 0.16% | −19,535−6.8% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 263,898 | $2,175 萬 | 0.08% | −6,719−2.5% | 減碼 |
| Impax Asset Management Group plc | 256,505 | $2,114 萬 | 0.09% | +5,187+2.1% | 加碼 |
| Virginia Retirement Systems Et Al | 254,433 | $2,097 萬 | 0.21% | −3,500−1.4% | 減碼 |
| Comerica Bank | 242,203 | $2,003 萬 | 0.12% | +110,182+83.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 234,599 | $1,995 萬 | 0.06% | +26,761+12.9% | 加碼 |
| Toronto Dominion Bank | 234,595 | $1,933 萬 | 0.03% | −78,189−25.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 221,421 | $1,825 萬 | 0.04% | −267,503−54.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 217,573 | $1,793 萬 | 0.10% | −6,318−2.8% | 減碼 |
| Guggenheim Capital LLC | 217,205 | $1,790 萬 | 0.11% | −130,530−37.5% | 減碼 |
| Sandler Capital Management | 215,490 | $1,776 萬 | 2.06% | +16,650+8.4% | 加碼 |
| Davis Selected Advisers | 213,800 | $1,762 萬 | 0.08% | −31,250−12.8% | 減碼 |
| Thrivent Financial for Lutherans | 212,585 | $1,752 萬 | 0.04% | +13,194+6.6% | 加碼 |
| Tekla Capital Management LLC | 203,083 | $1,673 萬 | 0.54% | 00.0% | 不變 |
| Storebrand Asset Management AS | 200,003 | $1,648 萬 | 0.08% | −553−0.3% | 減碼 |
| Alberta Investment Management Corp | 200,000 | $1,648 萬 | 0.14% | +200,000 | 新進 |
| TD Asset Management Inc | 196,111 | $1,616 萬 | 0.02% | −2,298−1.2% | 減碼 |
| Van Eck Associates Corp | 193,144 | $1,592 萬 | 0.04% | +51,876+36.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 190,186 | $1,567 萬 | 0.03% | +27,303+16.8% | 加碼 |
| AQR Capital Management LLC | 189,629 | $1,563 萬 | 0.03% | +8,173+4.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 188,040 | $1,549 萬 | 0.22% | −11,380−5.7% | 減碼 |
| Allianz Asset Management GmbH | 177,870 | $1,466 萬 | 0.01% | −102,573−36.6% | 減碼 |
| Stifel Financial Corp | 173,602 | $1,431 萬 | 0.02% | −7,902−4.4% | 減碼 |
| Janney Montgomery Scott LLC | 172,063 | $1,418 萬 | 0.06% | −19,911−10.4% | 減碼 |
| Aviva PLC | 169,945 | $1,400 萬 | 0.06% | −6,389−3.6% | 減碼 |
| Voya Investment Management LLC | 169,871 | $1,400 萬 | 0.03% | −22,894−11.9% | 減碼 |
| Tredje AP-fonden | 169,555 | $1,397 萬 | 0.29% | 00.0% | 不變 |
| Millennium Management LLC | 167,941 | $1,384 萬 | 0.02% | +98,202+140.8% | 加碼 |
| Citadel Advisors LLC | 159,103 | $1,311 萬 | 0.01% | −35,301−18.2% | 減碼 |
| Treasurer of the State of North Carolina | 158,543 | $1,306 萬 | 0.08% | +6,949+4.6% | 加碼 |
| Keybank National Association | 151,877 | $1,252 萬 | 0.05% | −2,904−1.9% | 減碼 |
| Royal London Asset Management Ltd | 151,134 | $1,245 萬 | 0.05% | −2,142−1.4% | 減碼 |
| Cannell Peter B & Co Inc | 142,292 | $1,173 萬 | 0.36% | −2,517−1.7% | 減碼 |
| Handelsbanken Fonder AB | 142,161 | $1,171 萬 | 0.06% | +7,445+5.5% | 加碼 |
| First Trust Advisors LP | 139,840 | $1,152 萬 | 0.01% | +67,568+93.5% | 加碼 |
| NN Investment Partners Holdings N.V. | 139,461 | $1,149 萬 | 0.06% | +96,765+226.6% | 加碼 |
| Calamos Advisors LLC | 137,967 | $1,137 萬 | 0.05% | +12,014+9.5% | 加碼 |
| KBC Group NV | 130,493 | $1,075 萬 | 0.04% | −41,725−24.2% | 減碼 |
| Ranger Global Real Estate Advisors, LLC | 127,501 | $1,051 萬 | 0.82% | −125,000−49.5% | 減碼 |
| American International Group, Inc. | 126,192 | $1,040 萬 | 0.06% | −1,187−0.9% | 減碼 |
| ProShare Advisors LLC | 124,751 | $1,028 萬 | 0.03% | −10,852−8.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 124,523 | $1,026 萬 | 0.02% | +10,974+9.7% | 加碼 |
| Blueshift Asset Management, LLC | 124,515 | $1,026 萬 | 0.57% | +124,515 | 新進 |
| LPL Financial LLC | 123,254 | $1,016 萬 | 0.01% | +3,287+2.7% | 加碼 |
| Amalgamated Bank | 116,899 | $963.2 萬 | 0.08% | −2,729−2.3% | 減碼 |
| Arizona State Retirement System | 116,431 | $959.4 萬 | 0.08% | −509−0.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115,191 | $949.1 萬 | 0.04% | −168,738−59.4% | 減碼 |
| Truist Financial Corp | 115,113 | $948.5 萬 | 0.02% | −18,220−13.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 113,293 | $933.5 萬 | 0.09% | −6,400−5.3% | 減碼 |
| Commonwealth Equity Services, LLC | 110,262 | $908.5 萬 | 0.02% | −702−0.6% | 減碼 |
| Trust Co of Toledo NA | 106,163 | $874.8 萬 | 1.43% | −547−0.5% | 減碼 |
| State of Michigan Retirement System | 106,096 | $874.2 萬 | 0.05% | +1,100+1.0% | 加碼 |
| Maryland Capital Management | 104,612 | $862.0 萬 | 0.52% | +3,979+4.0% | 加碼 |
| Credit Agricole S A | 102,490 | $844.5 萬 | 0.30% | −390−0.4% | 減碼 |
| USS Investment Management Ltd | 101,779 | $838.4 萬 | 0.07% | +92,179+960.2% | 加碼 |
| Advisor Group Holdings, Inc. | 98,712 | $814.6 萬 | 0.02% | −807−0.8% | 減碼 |
| MetLife Investment Management | 95,440 | $786.4 萬 | 0.07% | −1,359−1.4% | 減碼 |
| Venture Visionary Partners LLC | 92,241 | $760.0 萬 | 0.54% | +814+0.9% | 加碼 |
| Public Sector Pension Investment Board | 91,409 | $753.2 萬 | 0.04% | +5,060+5.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 90,949 | $749.4 萬 | 0.04% | −110.0% | 減碼 |
| Forsta Ap-Fonden | 90,700 | $747.4 萬 | 0.08% | −8,900−8.9% | 減碼 |
| Central Trust Co | 90,663 | $747.1 萬 | 0.27% | −2,759−3.0% | 減碼 |
| TCW Group Inc | 90,210 | $743.3 萬 | 0.07% | −29,050−24.4% | 減碼 |
| M&G Investment Management Ltd | 89,163 | $731.1 萬 | 0.04% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 87,953 | $724.7 萬 | 0.92% | +5,200+6.3% | 加碼 |
| Korea Investment CORP | 84,400 | $695.5 萬 | 0.02% | −83,900−49.9% | 減碼 |
| Manning & Napier Group, LLC | 84,133 | $693.1 萬 | 0.06% | +13,495+19.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 83,502 | $688.0 萬 | 0.09% | −1,042−1.2% | 減碼 |
| Nissay Asset Management Corp | 80,413 | $662.6 萬 | 0.06% | −9,847−10.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 79,665 | $656.4 萬 | 0.01% | −15,929−16.7% | 減碼 |
| Mutual of America Capital Management LLC | 78,846 | $649.7 萬 | 0.06% | +881+1.1% | 加碼 |
| Metropolitan Life Insurance Co | 77,843 | $641.4 萬 | 0.09% | +470+0.6% | 加碼 |
| Natixis Advisors, L.P. | 77,379 | $637.6 萬 | 0.03% | −4,639−5.7% | 減碼 |
| British Columbia Investment Management Corp | 77,136 | $635.6 萬 | 0.04% | +380.0% | 加碼 |
| Utah Retirement Systems | 76,403 | $629.6 萬 | 0.09% | −3,200−4.0% | 減碼 |
| Eii Capital Management, Inc. | 75,300 | $620.5 萬 | 2.93% | −4,806−6.0% | 減碼 |
| Swiss Life Asset Management Ltd | 75,242 | $619.9 萬 | 0.09% | +20,498+37.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 75,202 | $619.7 萬 | 0.03% | −126−0.2% | 減碼 |
| Carret Asset Management, LLC | 74,758 | $616.0 萬 | 0.74% | −1,285−1.7% | 減碼 |
| B. Riley Wealth Management, Inc. | 74,139 | $610.9 萬 | 0.47% | −1,472−1.9% | 減碼 |
| State of Tennessee, Treasury Department | 70,546 | $581.3 萬 | 0.02% | −3,822−5.1% | 減碼 |
| APG Asset Management N.V. | 81,550 | $579.8 萬 | 0.01% | +900+1.1% | 加碼 |
| Bank of Nova Scotia | 70,025 | $577.1 萬 | 0.01% | +16,393+30.6% | 加碼 |
| DnB Asset Management AS | 69,560 | $573.2 萬 | 0.04% | +2,367+3.5% | 加碼 |
| Teacher Retirement System of Texas | 66,652 | $549.2 萬 | 0.03% | +12,228+22.5% | 加碼 |
| Texas Permanent School Fund | 65,279 | $537.9 萬 | 0.07% | −4,083−5.9% | 減碼 |
| Mackay Shields LLC | 64,591 | $532.3 萬 | 0.05% | −1,162−1.8% | 減碼 |
| Advisors Management Group Inc | 64,050 | $527.8 萬 | 1.64% | +200.0% | 加碼 |
| Azimuth Capital Management LLC | 63,966 | $527.1 萬 | 0.23% | −1,437−2.2% | 減碼 |
| Vestcor Inc | 63,740 | $525.2 萬 | 0.19% | +17,176+36.9% | 加碼 |