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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 63,698 | $524.9 萬 | 0.37% | +853+1.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,005 | $519.1 萬 | 0.12% | +2,085+3.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 60,149 | $495.6 萬 | 0.84% | −4,258−6.6% | 減碼 |
| DuPont Capital Management Corp | 59,701 | $491.9 萬 | 0.15% | −15,538−20.7% | 減碼 |
| Lincluden Management Ltd | 58,902 | $485.4 萬 | 0.49% | −27,143−31.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 57,257 | $472.4 萬 | 0.10% | +27,016+89.3% | 加碼 |
| Private Asset Management Inc | 56,363 | $464.4 萬 | 0.63% | −1,810−3.1% | 減碼 |
| Sarasin & Partners LLP | 56,328 | $464.1 萬 | 0.05% | +1,794+3.3% | 加碼 |
| Private Advisor Group, LLC | 56,198 | $463.1 萬 | 0.03% | +25,618+83.8% | 加碼 |
| IFM Investors Pty Ltd | 55,195 | $454.8 萬 | 0.09% | +299+0.5% | 加碼 |
| Garland Capital Management Inc | 54,195 | $446.6 萬 | 3.20% | −200−0.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,954 | $436.3 萬 | 0.05% | +643+1.2% | 加碼 |
| Achmea Investment Management B.V. | 52,351 | $431.4 萬 | 0.13% | +854+1.7% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 52,216 | $430.3 萬 | 2.65% | −3,879−6.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 50,224 | $413.8 萬 | 0.01% | +8,166+19.4% | 加碼 |
| Squarepoint Ops LLC | 50,103 | $412.8 萬 | 0.03% | +44,055+728.4% | 加碼 |
| Susquehanna International Group, LLP | 49,759 | $410.1 萬 | 0.01% | −68,215−57.8% | 減碼 |
| ING Groep NV | 49,610 | $408.8 萬 | 0.05% | −8,263−14.3% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 49,110 | $404.6 萬 | 0.06% | +596+1.2% | 加碼 |
| Windward Capital Management Co | 49,074 | $404.4 萬 | 0.37% | +204+0.4% | 加碼 |
| HGK Asset Management Inc | 48,274 | $397.8 萬 | 1.31% | −6,563−12.0% | 減碼 |
| Hartford Investment Management Co | 46,881 | $386.3 萬 | 0.11% | −4,502−8.8% | 減碼 |
| First Republic Investment Management, Inc. | 46,373 | $382.1 萬 | 0.01% | +7,026+17.9% | 加碼 |
| Mackenzie Financial Corp | 46,225 | $380.9 萬 | 0.01% | +15,817+52.0% | 加碼 |
| Wolverine Trading, LLC | 45,285 | $379.4 萬 | 0.08% | +34,154+306.8% | 加碼 |
| Peapack Gladstone Financial Corp | 46,035 | $379.3 萬 | 0.08% | −1,816−3.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 45,705 | $376.6 萬 | 0.05% | +45,705 | 新進 |
| Gateway Investment Advisers LLC | 45,624 | $375.9 萬 | 0.04% | −67−0.1% | 減碼 |
| Andra AP-fonden | 45,500 | $374.9 萬 | 0.08% | −2,900−6.0% | 減碼 |
| Advisors Asset Management, Inc. | 45,294 | $373.2 萬 | 0.06% | −3,730−7.6% | 減碼 |
| Norinchukin Bank, The | 45,039 | $371.1 萬 | 0.05% | +3,103+7.4% | 加碼 |
| Profund Advisors LLC | 44,414 | $366.0 萬 | 0.12% | +26,827+152.5% | 加碼 |
| US Bancorp | 43,389 | $357.4 萬 | 0.01% | +2,028+4.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 41,997 | $346.1 萬 | 0.02% | −1,044−2.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 40,953 | $337.5 萬 | 0.29% | −1,994−4.6% | 減碼 |
| Illinois Municipal Retirement Fund | 40,911 | $337.1 萬 | 0.12% | +40,911 | 新進 |
| M&T Bank Corp | 39,418 | $324.8 萬 | 0.01% | +886+2.3% | 加碼 |
| Jane Street Group, LLC | 39,009 | $321.5 萬 | 0.01% | +24,494+168.7% | 加碼 |
| Nordea Investment Management AB | 37,573 | $314.7 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 37,965 | $312.7 萬 | 0.01% | −962−2.5% | 減碼 |
| CIBC Asset Management Inc | 37,858 | $311.9 萬 | 0.01% | +1,179+3.2% | 加碼 |
| Kornitzer Capital Management Inc | 36,790 | $303.1 萬 | 0.05% | 00.0% | 不變 |
| Spinnaker Trust | 36,558 | $301.2 萬 | 0.21% | +688+1.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 36,170 | $298.0 萬 | 0.68% | −15,800−30.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 36,129 | $297.7 萬 | 0.02% | −28,127−43.8% | 減碼 |
| SG3 Management, LLC | 35,600 | $293.3 萬 | 1.04% | +35,600 | 新進 |
| Ensign Peak Advisors, Inc | 35,543 | $292.9 萬 | 0.01% | −2,691−7.0% | 減碼 |
| Rainey & Randall Investment Management Inc. | 35,333 | $291.1 萬 | 1.39% | +24+0.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 34,958 | $288.1 萬 | 0.03% | +364+1.1% | 加碼 |
| Fifth Third Bancorp | 34,727 | $286.2 萬 | 0.01% | +4,959+16.7% | 加碼 |
| United Capital Financial Advisers, LLC | 34,457 | $283.9 萬 | 0.01% | +1,019+3.0% | 加碼 |
| Cetera Advisor Networks LLC | 34,422 | $283.6 萬 | 0.04% | −2,892−7.8% | 減碼 |
| Callahan Advisors, LLC | 34,207 | $281.9 萬 | 0.36% | +2,194+6.9% | 加碼 |
| Wealthfront Advisers LLC | 33,953 | $279.8 萬 | 0.01% | +7,865+30.1% | 加碼 |
| Fma Advisory Inc | 33,329 | $274.6 萬 | 1.02% | +614+1.9% | 加碼 |
| Pensionfund Sabic | 33,259 | $274.1 萬 | 0.58% | −1,000−2.9% | 減碼 |
| Maryland State Retirement & Pension System | 32,026 | $267.7 萬 | 0.08% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 32,388 | $266.9 萬 | 0.01% | +5,720+21.4% | 加碼 |
| Ancora Advisors, LLC | 32,109 | $264.6 萬 | 0.07% | −8,374−20.7% | 減碼 |
| American Financial Advisors, LLC | 32,053 | $264.1 萬 | 0.35% | −5,935−15.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 32,050 | $264.1 萬 | 0.02% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 31,998 | $263.5 萬 | 0.08% | −5,177−13.9% | 減碼 |
| Bard Financial Services, Inc. | 31,160 | $256.8 萬 | 0.23% | −9,450−23.3% | 減碼 |
| Moody National Bank Trust Division | 30,910 | $254.7 萬 | 0.04% | −45−0.1% | 減碼 |
| AIA Group Ltd | 30,769 | $253.5 萬 | 0.14% | +30,769 | 新進 |
| Pinebridge Investments, L.P. | 30,653 | $252.6 萬 | 0.03% | +5,602+22.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 29,314 | $241.5 萬 | 0.08% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 32,358 | $238.5 萬 | 0.10% | +32,358 | 新進 |
| Oppenheimer & Co Inc | 28,251 | $232.8 萬 | 0.04% | −2,014−6.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 28,060 | $231.2 萬 | 0.06% | +12,880+84.8% | 加碼 |
| Pendal Group Limited | 27,988 | $230.6 萬 | 0.02% | −5,786−17.1% | 減碼 |
| American National Insurance Co | 27,535 | $226.9 萬 | 0.09% | −45−0.2% | 減碼 |
| New Mexico Educational Retirement Board | 27,348 | $225.3 萬 | 0.08% | −500−1.8% | 減碼 |
| Rafferty Asset Management, LLC | 26,976 | $222.3 萬 | 0.02% | −18,672−40.9% | 減碼 |
| Creative Planning | 26,926 | $221.9 萬 | 0.00% | +2,418+9.9% | 加碼 |
| Capital Investment Advisors, LLC | 26,874 | $221.4 萬 | 0.07% | −304−1.1% | 減碼 |
| Blair William & Co | 26,775 | $220.6 萬 | 0.01% | +697+2.7% | 加碼 |
| Pacer Advisors, Inc. | 26,417 | $217.7 萬 | 0.03% | +4,649+21.4% | 加碼 |
| Commerce Bank | 26,371 | $217.3 萬 | 0.02% | +2,363+9.8% | 加碼 |
| Stephens Inc | 26,298 | $216.7 萬 | 0.03% | −2,386−8.3% | 減碼 |
| Louisiana State Employees Retirement System | 26,300 | $216.7 萬 | 0.05% | +300+1.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,207 | $216.0 萬 | 0.03% | +15,914+154.6% | 加碼 |
| Edmond de Rothschild Holding S.A. | 25,390 | $209.2 萬 | 0.05% | −952−3.6% | 減碼 |
| Point72 Hong Kong Ltd | 25,200 | $207.6 萬 | 0.16% | +25,200 | 新進 |
| Mercer Global Advisors Inc | 24,744 | $203.9 萬 | 0.01% | +4,379+21.5% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 24,532 | $202.2 萬 | 0.10% | +578+2.4% | 加碼 |
| Echo Street Capital Management LLC | 24,524 | $202.1 萬 | 0.01% | +24,524 | 新進 |
| Kentucky Retirement Systems | 24,340 | $200.6 萬 | 0.09% | +27+0.1% | 加碼 |
| Boston Family Office LLC | 24,171 | $199.2 萬 | 0.14% | −278−1.1% | 減碼 |
| XML Financial, LLC | 23,941 | $197.3 萬 | 0.26% | +23,941 | 新進 |
| ProVise Management Group, LLC | 22,903 | $188.7 萬 | 0.19% | +22+0.1% | 加碼 |
| Busey Wealth Management | 22,688 | $187.0 萬 | 0.08% | −2,544−10.1% | 減碼 |
| Kestra Advisory Services, LLC | 22,536 | $185.7 萬 | 0.02% | +22,536 | 新進 |
| PFG Advisors | 22,389 | $184.5 萬 | 0.21% | −655−2.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 21,989 | $181.2 萬 | 0.04% | +3,029+16.0% | 加碼 |
| Mariner, LLC | 21,617 | $178.1 萬 | 0.01% | +2,415+12.6% | 加碼 |
| Xponance, Inc. | 21,372 | $176.1 萬 | 0.03% | −1,793−7.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 21,323 | $175.7 萬 | 0.12% | −1,919−8.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 21,050 | $173.5 萬 | 0.04% | −90−0.4% | 減碼 |
| Summit Place Financial Advisors, LLC | 20,860 | $171.9 萬 | 1.25% | +50.0% | 加碼 |