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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 373,109 | $3,200 萬 | 0.59% | −34,639−8.5% | 減碼 |
| Macquarie Group Ltd | 363,677 | $3,066 萬 | 0.03% | +7,990+2.2% | 加碼 |
| Voya Investment Management LLC | 357,141 | $3,063 萬 | 0.06% | +187,270+110.2% | 加碼 |
| Bowen Hanes & Co Inc | 332,743 | $2,854 萬 | 0.81% | −200−0.1% | 減碼 |
| Millennium Management LLC | 322,136 | $2,763 萬 | 0.03% | +154,195+91.8% | 加碼 |
| State of Alaska, Department of Revenue | 321,025 | $2,753 萬 | 0.27% | −2,418−0.7% | 減碼 |
| Franklin Resources Inc | 319,903 | $2,744 萬 | 0.01% | +3,168+1.0% | 加碼 |
| Toronto Dominion Bank | 304,255 | $2,610 萬 | 0.03% | +69,660+29.7% | 加碼 |
| Ranger Global Real Estate Advisors, LLC | 297,501 | $2,552 萬 | 2.25% | +170,000+133.3% | 加碼 |
| Chilton Capital Management LLC | 289,020 | $2,479 萬 | 1.27% | +5,478+1.9% | 加碼 |
| 1832 Asset Management L.P. | 280,498 | $2,435 萬 | 0.04% | −1,216−0.4% | 減碼 |
| Presima Inc. | 276,550 | $2,372 萬 | 4.05% | −23,300−7.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 273,508 | $2,331 萬 | 0.06% | +38,909+16.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 266,876 | $2,289 萬 | 0.02% | −1,905−0.7% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 264,994 | $2,273 萬 | 0.07% | +1,096+0.4% | 加碼 |
| Virginia Retirement Systems Et Al | 264,633 | $2,270 萬 | 0.21% | +10,200+4.0% | 加碼 |
| Van Eck Associates Corp | 260,806 | $2,237 萬 | 0.05% | +67,662+35.0% | 加碼 |
| Impax Asset Management Group plc | 255,950 | $2,195 萬 | 0.08% | −555−0.2% | 減碼 |
| Davis Selected Advisers | 247,840 | $2,126 萬 | 0.10% | +34,040+15.9% | 加碼 |
| AMF Pensionsforsakring AB | 245,435 | $2,108 萬 | 0.14% | −20,976−7.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 245,356 | $2,105 萬 | 0.04% | −194,085−44.2% | 減碼 |
| Guggenheim Capital LLC | 232,754 | $1,996 萬 | 0.10% | +15,549+7.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 229,976 | $1,973 萬 | 0.02% | +150,311+188.7% | 加碼 |
| Walleye Capital LLC | 229,792 | $1,971 萬 | 0.65% | +229,792 | 新進 |
| NN Investment Partners Holdings N.V. | 229,168 | $1,966 萬 | 0.10% | +89,707+64.3% | 加碼 |
| Sandler Capital Management | 216,836 | $1,860 萬 | 2.35% | +1,346+0.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 216,101 | $1,854 萬 | 0.09% | −1,472−0.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,394 | $1,770 萬 | 0.06% | +91,203+79.2% | 加碼 |
| Tekla Capital Management LLC | 203,083 | $1,742 萬 | 0.56% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 200,522 | $1,720 萬 | 0.03% | −12,063−5.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 194,902 | $1,672 萬 | 0.22% | +6,862+3.6% | 加碼 |
| TD Asset Management Inc | 190,160 | $1,631 萬 | 0.01% | −5,951−3.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 183,585 | $1,575 萬 | 0.04% | −37,836−17.1% | 減碼 |
| Storebrand Asset Management AS | 181,630 | $1,558 萬 | 0.07% | −18,373−9.2% | 減碼 |
| Stifel Financial Corp | 177,529 | $1,523 萬 | 0.02% | +3,927+2.3% | 加碼 |
| Janney Montgomery Scott LLC | 176,457 | $1,514 萬 | 0.06% | +4,394+2.6% | 加碼 |
| AQR Capital Management LLC | 173,147 | $1,485 萬 | 0.03% | −16,482−8.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 171,625 | $1,472 萬 | 0.03% | −18,561−9.8% | 減碼 |
| Aviva PLC | 171,198 | $1,468 萬 | 0.06% | +1,253+0.7% | 加碼 |
| LGT Group Foundation | 166,529 | $1,428 萬 | 0.37% | +166,529 | 新進 |
| Treasurer of the State of North Carolina | 163,933 | $1,406 萬 | 0.07% | +5,390+3.4% | 加碼 |
| Teacher Retirement System of Texas | 161,442 | $1,385 萬 | 0.06% | +94,790+142.2% | 加碼 |
| Voloridge Investment Management, LLC | 160,688 | $1,378 萬 | 0.08% | +147,517+1,120.0% | 加碼 |
| ProShare Advisors LLC | 155,666 | $1,335 萬 | 0.03% | +30,915+24.8% | 加碼 |
| Royal London Asset Management Ltd | 151,134 | $1,296 萬 | 0.05% | 00.0% | 不變 |
| Keybank National Association | 146,566 | $1,257 萬 | 0.05% | −5,311−3.5% | 減碼 |
| Resolute Capital Asset Partners LLC | 144,785 | $1,242 萬 | 8.11% | +144,785 | 新進 |
| Calamos Advisors LLC | 143,518 | $1,231 萬 | 0.05% | +5,551+4.0% | 加碼 |
| Employees Retirement System of Texas | 143,030 | $1,227 萬 | 0.14% | +143,030 | 新進 |
| Cannell Peter B & Co Inc | 137,231 | $1,177 萬 | 0.33% | −5,061−3.6% | 減碼 |
| Tredje AP-fonden | 136,451 | $1,170 萬 | 0.23% | −33,104−19.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 133,185 | $1,142 萬 | 0.01% | +133,185 | 新進 |
| LPL Financial LLC | 131,818 | $1,131 萬 | 0.01% | +8,564+6.9% | 加碼 |
| Handelsbanken Fonder AB | 131,632 | $1,129 萬 | 0.06% | −10,529−7.4% | 減碼 |
| American International Group, Inc. | 128,595 | $1,103 萬 | 0.06% | +2,403+1.9% | 加碼 |
| Amalgamated Bank | 117,144 | $1,005 萬 | 0.07% | +245+0.2% | 加碼 |
| Arizona State Retirement System | 115,732 | $992.6 萬 | 0.08% | −699−0.6% | 減碼 |
| KBC Group NV | 113,622 | $974.6 萬 | 0.03% | −16,871−12.9% | 減碼 |
| Commonwealth Equity Services, LLC | 113,282 | $971.6 萬 | 0.02% | +3,020+2.7% | 加碼 |
| Maryland Capital Management | 113,082 | $969.9 萬 | 0.52% | +8,470+8.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 110,593 | $948.6 萬 | 0.08% | −2,700−2.4% | 減碼 |
| Janus Henderson Group PLC | 109,936 | $942.9 萬 | 0.00% | −322,471−74.6% | 減碼 |
| State of Michigan Retirement System | 109,596 | $940.0 萬 | 0.05% | +3,500+3.3% | 加碼 |
| Comerica Bank | 109,553 | $937.0 萬 | 0.07% | −132,650−54.8% | 減碼 |
| Truist Financial Corp | 108,763 | $932.8 萬 | 0.01% | −6,350−5.5% | 減碼 |
| Advisor Group Holdings, Inc. | 105,062 | $901.3 萬 | 0.02% | +6,350+6.4% | 加碼 |
| USS Investment Management Ltd | 101,779 | $872.9 萬 | 0.07% | 00.0% | 不變 |
| Forsta Ap-Fonden | 101,700 | $872.3 萬 | 0.09% | +11,000+12.1% | 加碼 |
| Susquehanna International Group, LLP | 99,998 | $857.7 萬 | 0.01% | +50,239+101.0% | 加碼 |
| Trust Co of Toledo NA | 99,575 | $854.0 萬 | 1.28% | −6,588−6.2% | 減碼 |
| Korea Investment CORP | 98,300 | $843.1 萬 | 0.02% | +13,900+16.5% | 加碼 |
| Jefferies Group LLC | 96,698 | $829.4 萬 | 0.15% | +96,698 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 96,273 | $827.0 萬 | 0.04% | +5,324+5.9% | 加碼 |
| MetLife Investment Management | 96,169 | $824.8 萬 | 0.07% | +729+0.8% | 加碼 |
| Venture Visionary Partners LLC | 95,904 | $822.5 萬 | 0.53% | +3,663+4.0% | 加碼 |
| TCW Group Inc | 94,795 | $813.1 萬 | 0.07% | +4,585+5.1% | 加碼 |
| Public Sector Pension Investment Board | 93,529 | $802.2 萬 | 0.04% | +2,120+2.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 89,583 | $768.5 萬 | 0.02% | −34,940−28.1% | 減碼 |
| Central Trust Co | 88,957 | $763.0 萬 | 0.22% | −1,706−1.9% | 減碼 |
| Yousif Capital Management, LLC | 88,017 | $754.9 萬 | 0.08% | +88,017 | 新進 |
| Pensionfund DSM Netherlands | 85,953 | $737.3 萬 | 0.85% | −2,000−2.3% | 減碼 |
| Natixis | 84,828 | $727.6 萬 | 0.02% | −545,467−86.5% | 減碼 |
| Nissay Asset Management Corp | 84,329 | $723.3 萬 | 0.06% | +3,916+4.9% | 加碼 |
| Manning & Napier Group, LLC | 84,030 | $720.5 萬 | 0.06% | −103−0.1% | 減碼 |
| Bank of Nova Scotia | 83,421 | $715.5 萬 | 0.01% | +13,396+19.1% | 加碼 |
| Mutual of America Capital Management LLC | 80,952 | $694.3 萬 | 0.07% | +2,106+2.7% | 加碼 |
| Natixis Advisors, L.P. | 80,939 | $694.2 萬 | 0.03% | +3,560+4.6% | 加碼 |
| Pinnacle Associates Ltd | 79,417 | $681.2 萬 | 0.12% | +79,417 | 新進 |
| Utah Retirement Systems | 79,103 | $678.5 萬 | 0.08% | +2,700+3.5% | 加碼 |
| Metropolitan Life Insurance Co | 78,461 | $673.0 萬 | 0.09% | +618+0.8% | 加碼 |
| SG Americas Securities, LLC | 77,871 | $667.9 萬 | 0.04% | +74,053+1,939.6% | 加碼 |
| DnB Asset Management AS | 77,422 | $664.0 萬 | 0.04% | +7,862+11.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 75,077 | $643.9 萬 | 0.03% | −125−0.2% | 減碼 |
| Carret Asset Management, LLC | 74,565 | $639.5 萬 | 0.71% | −193−0.3% | 減碼 |
| British Columbia Investment Management Corp | 74,393 | $638.1 萬 | 0.04% | −2,743−3.6% | 減碼 |
| Vert Asset Management LLC | 72,001 | $617.6 萬 | 5.08% | +72,001 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,329 | $603.2 萬 | 0.13% | +7,324+11.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 69,891 | $599.4 萬 | 0.08% | −13,611−16.3% | 減碼 |
| State of Tennessee, Treasury Department | 69,479 | $595.9 萬 | 0.02% | −1,067−1.5% | 減碼 |
| B. Riley Wealth Management, Inc. | 69,073 | $592.4 萬 | 0.41% | −5,066−6.8% | 減碼 |