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 4 季 13F 持有人
Welltower Inc. 在 2021/12/31 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
- 807
- 較 2021 年第 3 季 +59 家
- 持有股數
- 4.26 億
- 較 2021 年第 3 季 +1,845 萬 (+4.5%)
- 總市值
- $365.4 億
- 較 2021 年第 3 季 +$29.2 億 (+8.7%)
- 新進機構
- 118
- 另有 296 家加碼
- 清倉機構
- 59
- 另有 259 家減碼
另有 15 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 68,821,686 | $59.0 億 | 0.13% | +1,801,505+2.7% | 加碼 |
| BlackRock Inc. | 47,651,136 | $40.9 億 | 0.10% | +3,564,148+8.1% | 加碼 |
| Cohen & Steers, Inc. | 34,432,881 | $29.5 億 | 4.80% | +6,643,837+23.9% | 加碼 |
| State Street Corp | 27,618,866 | $23.7 億 | 0.11% | +2,569,041+10.3% | 加碼 |
| FMR LLC | 15,708,993 | $13.5 億 | 0.10% | +3,869,169+32.7% | 加碼 |
| Norges Bank | 15,559,841 | $13.3 億 | 0.27% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 12,815,380 | $11.0 億 | 0.10% | −6,848,472−34.8% | 減碼 |
| Geode Capital Management, LLC | 9,150,392 | $7.83 億 | 0.09% | +438,977+5.0% | 加碼 |
| Invesco Ltd. | 8,300,309 | $7.12 億 | 0.17% | −123,594−1.5% | 減碼 |
| Daiwa Securities Group Inc. | 7,382,958 | $6.33 億 | 3.72% | +949,588+14.8% | 加碼 |
| Resolution Capital Ltd | 7,339,252 | $6.29 億 | 7.14% | +641,905+9.6% | 加碼 |
| Northern Trust Corp | 6,729,221 | $5.77 億 | 0.09% | −87,411−1.3% | 減碼 |
| JPMorgan Chase & Co | 6,502,326 | $5.58 億 | 0.07% | +1,383,663+27.0% | 加碼 |
| Dimensional Fund Advisors LP | 5,983,037 | $5.13 億 | 0.16% | −860.0% | 減碼 |
| Legal & General Group Plc | 5,374,772 | $4.61 億 | 0.14% | +87,639+1.7% | 加碼 |
| Deutsche Bank AG | 5,071,803 | $4.35 億 | 0.20% | +202,582+4.2% | 加碼 |
| Morgan Stanley | 4,940,261 | $4.24 億 | 0.05% | +566,660+13.0% | 加碼 |
| PGGM Investments | 4,816,404 | $4.13 億 | 2.06% | −4,058−0.1% | 減碼 |
| Principal Financial Group Inc | 4,572,003 | $3.92 億 | 0.23% | −1,251,273−21.5% | 減碼 |
| Nuveen Asset Management, LLC | 4,219,165 | $3.62 億 | 0.11% | +229,781+5.8% | 加碼 |
| UBS Asset Management Americas Inc | 4,186,001 | $3.59 億 | 0.14% | +704,299+20.2% | 加碼 |
| Charles Schwab Investment Management Inc | 4,110,249 | $3.53 億 | 0.10% | +197,780+5.1% | 加碼 |
| Wellington Management Group LLP | 4,103,712 | $3.52 億 | 0.06% | −258,944−5.9% | 減碼 |
| Bank of New York Mellon Corp | 3,932,036 | $3.37 億 | 0.06% | −236,828−5.7% | 減碼 |
| Zimmer Partners, LP | 3,662,500 | $3.14 億 | 4.69% | +131,823+3.7% | 加碼 |
| Boston Partners | 3,222,951 | $2.76 億 | 0.33% | −25,897−0.8% | 減碼 |
| Goldman Sachs Group Inc | 3,127,385 | $2.68 億 | 0.07% | +1,332,620+74.3% | 加碼 |
| Ameriprise Financial Inc | 2,906,152 | $2.41 億 | 0.07% | +153,052+5.6% | 加碼 |
| Centersquare Investment Management LLC | 2,738,544 | $2.35 億 | 2.13% | −1,109,131−28.8% | 減碼 |
| Credit Agricole S A | 2,706,538 | $2.32 億 | 7.79% | +2,604,048+2,540.8% | 加碼 |
| Prudential Financial Inc | 2,817,786 | $2.27 億 | 0.28% | −143,085−4.8% | 減碼 |
| Russell Investments Group, Ltd. | 2,568,627 | $2.20 億 | 0.35% | +147,411+6.1% | 加碼 |
| Bank of America Corp | 2,492,860 | $2.14 億 | 0.02% | +146,904+6.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,280,089 | $1.96 億 | 0.12% | −354,511−13.5% | 減碼 |
| American Century Companies Inc | 1,831,147 | $1.57 億 | 0.10% | +64,866+3.7% | 加碼 |
| Brookfield Asset Management Inc. | 1,765,023 | $1.51 億 | 0.59% | −116,689−6.2% | 減碼 |
| SEI Investments Co | 1,673,610 | $1.44 億 | 0.27% | +133,616+8.7% | 加碼 |
| Cullen Capital Management LLC | 1,637,553 | $1.40 億 | 1.32% | −82,839−4.8% | 減碼 |
| Duff & Phelps Investment Management Co | 1,615,722 | $1.39 億 | 1.63% | +111,080+7.4% | 加碼 |
| Swiss National Bank | 1,606,080 | $1.38 億 | 0.08% | −44,800−2.7% | 減碼 |
| Parametric Portfolio Associates LLC | 1,530,652 | $1.31 億 | 0.07% | +113,183+8.0% | 加碼 |
| Canada Pension Plan Investment Board | 1,508,797 | $1.29 億 | 0.14% | +111,919+8.0% | 加碼 |
| AMP Capital Investors Ltd | 1,463,743 | $1.26 億 | 3.55% | −180,266−11.0% | 減碼 |
| Adelante Capital Management LLC | 1,342,681 | $1.15 億 | 5.11% | −63,496−4.5% | 減碼 |
| Aew Capital Management L P | 1,334,307 | $1.14 億 | 2.98% | −210,100−13.6% | 減碼 |
| Massachusetts Financial Services Co | 1,291,216 | $1.11 億 | 0.03% | −531,353−29.2% | 減碼 |
| Heitman Real Estate Securities LLC | 1,279,523 | $1.10 億 | 4.91% | −117,546−8.4% | 減碼 |
| Neuberger Berman Group LLC | 1,264,402 | $1.08 億 | 0.08% | +244,196+23.9% | 加碼 |
| Wells Fargo & Company | 1,197,655 | $1.03 億 | 0.03% | −178,584−13.0% | 減碼 |
| Schroder Investment Management Group | 1,194,509 | $1.02 億 | 0.14% | +327,912+37.8% | 加碼 |
| Amundi | 1,124,687 | $9,865 萬 | 0.06% | −57,243−4.8% | 減碼 |
| Alliancebernstein L.P. | 1,140,621 | $9,783 萬 | 0.03% | −112,288−9.0% | 減碼 |
| Cbre Clarion Securities LLC | 1,126,384 | $9,661 萬 | 1.38% | −333,050−22.8% | 減碼 |
| Pictet Asset Management SA | 1,088,542 | $9,336 萬 | 0.09% | +55,644+5.4% | 加碼 |
| STRS Ohio | 1,087,344 | $9,326 萬 | 0.32% | +69,242+6.8% | 加碼 |
| Credit Suisse AG | 1,020,425 | $8,752 萬 | 0.07% | +19,355+1.9% | 加碼 |
| HSBC Holdings PLC | 999,149 | $8,579 萬 | 0.09% | +216,219+27.6% | 加碼 |
| California Public Employees Retirement System | 947,344 | $8,125 萬 | 0.05% | −6,002−0.6% | 減碼 |
| Citigroup Inc | 933,272 | $8,005 萬 | 0.07% | −92,751−9.0% | 減碼 |
| Asset Management One Co.,Ltd. | 903,188 | $7,687 萬 | 0.27% | +46,188+5.4% | 加碼 |
| Standard Life Aberdeen plc | 875,209 | $7,507 萬 | 0.16% | −100,745−10.3% | 減碼 |
| Capitolis Advisors LLC | 815,720 | $6,996 萬 | 0.42% | +815,720 | 新進 |
| Lasalle Investment Management Securities LLC | 790,564 | $6,781 萬 | 2.02% | −2,152−0.3% | 減碼 |
| UBS Group AG | 763,285 | $6,547 萬 | 0.03% | −368,180−32.5% | 減碼 |
| FIL Ltd | 762,502 | $6,540 萬 | 0.07% | −30,146−3.8% | 減碼 |
| California State Teachers Retirement System | 757,709 | $6,499 萬 | 0.08% | +22,502+3.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 747,484 | $6,421 萬 | 0.09% | +60,842+8.9% | 加碼 |
| Rhumbline Advisers | 715,100 | $6,133 萬 | 0.08% | +19,298+2.8% | 加碼 |
| Great West Life Assurance Co | 692,677 | $5,931 萬 | 0.12% | +111,665+19.2% | 加碼 |
| National Pension Service | 674,084 | $5,782 萬 | 0.10% | −27,256−3.9% | 減碼 |
| Epoch Investment Partners, Inc. | 674,008 | $5,781 萬 | 0.29% | −3,124−0.5% | 減碼 |
| Public Employees Retirement System of Ohio | 642,871 | $5,514 萬 | 0.19% | −22,799−3.4% | 減碼 |
| Bank of Montreal | 633,728 | $5,444 萬 | 0.03% | −152,473−19.4% | 減碼 |
| Barclays PLC | 627,655 | $5,384 萬 | 0.03% | −2,015−0.3% | 減碼 |
| Royal Bank of Canada | 589,128 | $5,053 萬 | 0.01% | +46,401+8.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 531,137 | $4,556 萬 | 0.13% | +25,679+5.1% | 加碼 |
| Allianz Asset Management GmbH | 529,001 | $4,537 萬 | 0.03% | +351,131+197.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 524,686 | $4,500 萬 | 0.08% | +751+0.1% | 加碼 |
| New York State Common Retirement Fund | 520,737 | $4,466 萬 | 0.04% | +14,402+2.8% | 加碼 |
| CORDA Investment Management, LLC. | 520,205 | $4,462 萬 | 3.51% | −5,356−1.0% | 減碼 |
| Tobias Financial Advisors, Inc. | 520,205 | $4,462 萬 | 3.51% | +520,205 | 新進 |
| State of Wisconsin Investment Board | 490,142 | $4,204 萬 | 0.08% | −2,980−0.6% | 減碼 |
| Nisa Investment Advisors, LLC | 480,000 | $4,158 萬 | 0.31% | +195,566+68.8% | 加碼 |
| Nomura Asset Management Co Ltd | 476,649 | $4,088 萬 | 0.21% | +33,096+7.5% | 加碼 |
| Factory Mutual Insurance Co | 478,300 | $4,057 萬 | 0.59% | −122,724−20.4% | 減碼 |
| Envestnet Asset Management Inc | 470,792 | $4,038 萬 | 0.02% | +37,363+8.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 463,806 | $3,978 萬 | 0.07% | +18,900+4.2% | 加碼 |
| New York State Teachers Retirement System | 459,010 | $3,937 萬 | 0.08% | +1,343+0.3% | 加碼 |
| AXA S.A. | 438,983 | $3,765 萬 | 0.10% | −847−0.2% | 減碼 |
| First Trust Advisors LP | 432,689 | $3,711 萬 | 0.04% | +292,849+209.4% | 加碼 |
| Retirement Systems of Alabama | 430,490 | $3,692 萬 | 0.13% | +623+0.1% | 加碼 |
| Westpac Banking Corp | 425,738 | $3,620 萬 | 0.38% | +82,919+24.2% | 加碼 |
| Raymond James & Associates | 418,325 | $3,588 萬 | 0.03% | +22,995+5.8% | 加碼 |
| Uniplan Investment Counsel, Inc. | 413,274 | $3,545 萬 | 1.98% | −17,284−4.0% | 減碼 |
| Swedbank AB | 411,914 | $3,538 萬 | 0.06% | −52,078−11.2% | 減碼 |
| Cambiar Investors LLC | 410,184 | $3,518 萬 | 1.21% | −3,423−0.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 400,280 | $3,433 萬 | 0.02% | −9,073−2.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 384,118 | $3,287 萬 | 0.13% | +45,273+13.4% | 加碼 |
| Hazelview Securities Inc. | 383,918 | $3,285 萬 | 4.13% | +23,900+6.6% | 加碼 |
| Victory Capital Management Inc | 376,343 | $3,228 萬 | 0.03% | +2,953+0.8% | 加碼 |