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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 66,667 | $571.8 萬 | 0.52% | +7,765+13.2% | 加碼 |
| Mackay Shields LLC | 65,019 | $557.6 萬 | 0.05% | +428+0.7% | 加碼 |
| Advisors Management Group Inc | 63,920 | $548.2 萬 | 1.64% | −130−0.2% | 減碼 |
| Ashfield Capital Partners, LLC | 63,369 | $543.5 萬 | 0.35% | −329−0.5% | 減碼 |
| Azimuth Capital Management LLC | 62,931 | $539.8 萬 | 0.22% | −1,035−1.6% | 減碼 |
| ING Groep NV | 60,991 | $523.1 萬 | 0.05% | +11,381+22.9% | 加碼 |
| Texas Permanent School Fund | 60,037 | $514.9 萬 | 0.06% | −5,242−8.0% | 減碼 |
| Pinebridge Investments, L.P. | 59,174 | $507.5 萬 | 0.05% | +28,521+93.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 58,387 | $500.8 萬 | 0.01% | +8,163+16.3% | 加碼 |
| KMG Fiduciary Partners, LLC | 57,950 | $497.0 萬 | 0.77% | −2,199−3.7% | 減碼 |
| Ascent Group, LLC | 55,821 | $488.5 萬 | 0.62% | +55,821 | 新進 |
| Private Asset Management Inc | 56,428 | $484.0 萬 | 0.59% | +65+0.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 56,420 | $483.9 萬 | 0.08% | +28,360+101.1% | 加碼 |
| Sarasin & Partners LLP | 56,242 | $482.4 萬 | 0.04% | −86−0.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,635 | $468.6 萬 | 0.05% | +1,681+3.2% | 加碼 |
| IFM Investors Pty Ltd | 54,372 | $466.3 萬 | 0.09% | −823−1.5% | 減碼 |
| Swiss Life Asset Management Ltd | 53,519 | $459.1 萬 | 0.06% | −21,723−28.9% | 減碼 |
| First Republic Investment Management, Inc. | 53,404 | $458.0 萬 | 0.01% | +7,031+15.2% | 加碼 |
| SG3 Management, LLC | 52,553 | $450.7 萬 | 0.46% | +16,953+47.6% | 加碼 |
| Hartford Investment Management Co | 51,557 | $442.2 萬 | 0.10% | +4,676+10.0% | 加碼 |
| HighTower Advisors, LLC | 50,615 | $434.9 萬 | 0.01% | +32,392+177.8% | 加碼 |
| Lockheed Martin Investment Management Co | 50,113 | $429.8 萬 | 0.23% | +50,113 | 新進 |
| Windward Capital Management Co | 49,701 | $426.3 萬 | 0.35% | +627+1.3% | 加碼 |
| Garland Capital Management Inc | 49,695 | $426.2 萬 | 2.94% | −4,500−8.3% | 減碼 |
| Norinchukin Bank, The | 46,879 | $402.1 萬 | 0.05% | +1,840+4.1% | 加碼 |
| M&T Bank Corp | 46,055 | $395.1 萬 | 0.02% | +6,637+16.8% | 加碼 |
| Peapack Gladstone Financial Corp | 45,963 | $394.3 萬 | 0.07% | −72−0.2% | 減碼 |
| Gateway Investment Advisers LLC | 45,517 | $390.4 萬 | 0.04% | −107−0.2% | 減碼 |
| Advisors Asset Management, Inc. | 44,076 | $378.0 萬 | 0.05% | −1,218−2.7% | 減碼 |
| US Bancorp | 43,788 | $375.6 萬 | 0.01% | +399+0.9% | 加碼 |
| Redpoint Investment Management Pty Ltd | 40,750 | $349.5 萬 | 0.28% | −203−0.5% | 減碼 |
| CIBC Asset Management Inc | 40,298 | $345.6 萬 | 0.01% | +2,440+6.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 40,147 | $344.3 萬 | 0.01% | +2,182+5.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 39,662 | $340.2 萬 | 0.02% | −2,335−5.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,015 | $335.3 萬 | 0.04% | +12,808+48.9% | 加碼 |
| Cetera Advisor Networks LLC | 38,903 | $333.7 萬 | 0.04% | +4,481+13.0% | 加碼 |
| Callahan Advisors, LLC | 38,891 | $333.6 萬 | 0.37% | +4,684+13.7% | 加碼 |
| APG Asset Management N.V. | 43,850 | $330.7 萬 | 0.01% | −37,700−46.2% | 減碼 |
| Mackenzie Financial Corp | 38,176 | $327.4 萬 | 0.00% | −8,049−17.4% | 減碼 |
| DuPont Capital Management Corp | 37,793 | $324.2 萬 | 0.12% | −21,908−36.7% | 減碼 |
| Allstate Corp | 37,551 | $322.1 萬 | 0.06% | +30,133+406.2% | 加碼 |
| Private Advisor Group, LLC | 37,073 | $318.0 萬 | 0.02% | −19,125−34.0% | 減碼 |
| Nordea Investment Management AB | 36,785 | $316.4 萬 | 0.00% | −788−2.1% | 減碼 |
| Kornitzer Capital Management Inc | 36,790 | $315.5 萬 | 0.05% | 00.0% | 不變 |
| Spinnaker Trust | 36,776 | $315.4 萬 | 0.20% | +218+0.6% | 加碼 |
| United Capital Financial Advisers, LLC | 36,078 | $309.4 萬 | 0.01% | +1,621+4.7% | 加碼 |
| Fifth Third Bancorp | 36,060 | $309.3 萬 | 0.01% | +1,333+3.8% | 加碼 |
| Bridgewater Associates, LP | 35,352 | $303.2 萬 | 0.02% | +14,547+69.9% | 加碼 |
| Rainey & Randall Investment Management Inc. | 35,301 | $302.8 萬 | 1.24% | −32−0.1% | 減碼 |
| Vontobel Holding Ltd. | 34,407 | $295.6 萬 | 0.02% | +23,290+209.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 34,295 | $294.1 萬 | 0.03% | −663−1.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 34,187 | $293.6 萬 | 0.04% | +34,187 | 新進 |
| Maryland State Retirement & Pension System | 33,419 | $286.6 萬 | 0.07% | +1,393+4.3% | 加碼 |
| Pensionfund Sabic | 33,259 | $285.3 萬 | 0.53% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 32,906 | $282.3 萬 | 0.01% | −2,637−7.4% | 減碼 |
| Vident Investment Advisory, LLC | 32,898 | $282.1 萬 | 0.07% | +900+2.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 32,887 | $282.1 萬 | 0.04% | +12,094+58.2% | 加碼 |
| Wolverine Trading, LLC | 32,074 | $275.5 萬 | 0.04% | −13,211−29.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 31,706 | $271.9 萬 | 0.08% | +2,392+8.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 31,106 | $266.8 萬 | 0.02% | −944−2.9% | 減碼 |
| Baird Financial Group, Inc. | 30,112 | $258.2 萬 | 0.01% | −2,276−7.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 30,005 | $257.4 萬 | 0.02% | −6,124−17.0% | 減碼 |
| Xponance, Inc. | 28,445 | $244.0 萬 | 0.04% | +7,073+33.1% | 加碼 |
| Shell Asset Management Co | 28,323 | $242.9 萬 | 0.05% | +17,977+173.8% | 加碼 |
| Commerce Bank | 28,264 | $242.5 萬 | 0.02% | +1,893+7.2% | 加碼 |
| GSI Capital Advisors LLC | 28,264 | $242.4 萬 | 1.06% | +28,264 | 新進 |
| Vestcor Inc | 28,151 | $241.5 萬 | 0.09% | −35,589−55.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 27,941 | $239.7 萬 | 0.05% | +2,551+10.0% | 加碼 |
| Jane Street Group, LLC | 27,415 | $235.2 萬 | 0.00% | −11,594−29.7% | 減碼 |
| Louisiana State Employees Retirement System | 27,300 | $234.2 萬 | 0.05% | +1,000+3.8% | 加碼 |
| Mercer Global Advisors Inc | 26,721 | $229.2 萬 | 0.01% | +1,977+8.0% | 加碼 |
| Kentucky Retirement Systems | 26,440 | $226.8 萬 | 0.09% | +2,100+8.6% | 加碼 |
| Blair William & Co | 26,414 | $226.6 萬 | 0.01% | −361−1.3% | 減碼 |
| Creative Planning | 26,409 | $226.5 萬 | 0.00% | −517−1.9% | 減碼 |
| Ancora Advisors, LLC | 26,105 | $223.9 萬 | 0.05% | −6,004−18.7% | 減碼 |
| Twinbeech Capital LP | 26,040 | $223.3 萬 | 0.13% | +26,040 | 新進 |
| Capital Investment Advisors, LLC | 25,989 | $222.9 萬 | 0.07% | −885−3.3% | 減碼 |
| Wealthfront Advisers LLC | 25,958 | $222.7 萬 | 0.01% | −7,995−23.5% | 減碼 |
| New Mexico Educational Retirement Board | 25,848 | $221.7 萬 | 0.07% | −1,500−5.5% | 減碼 |
| Oppenheimer & Co Inc | 25,834 | $221.6 萬 | 0.04% | −2,417−8.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 25,452 | $218.3 萬 | 0.36% | +25,452 | 新進 |
| Boston Family Office LLC | 24,762 | $212.4 萬 | 0.14% | +591+2.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,624 | $211.2 萬 | 0.05% | +3,574+17.0% | 加碼 |
| MML Investors Services, LLC | 24,160 | $207.2 萬 | 0.01% | +4,412+22.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 24,076 | $206.5 萬 | 0.04% | −33,181−58.0% | 減碼 |
| XML Financial, LLC | 23,907 | $205.0 萬 | 0.25% | −34−0.1% | 減碼 |
| Rockefeller Capital Management L.P. | 23,732 | $203.6 萬 | 0.01% | +11,985+102.0% | 加碼 |
| FDx Advisors, Inc. | 23,540 | $201.9 萬 | 0.06% | +5,550+30.9% | 加碼 |
| Mariner, LLC | 23,129 | $198.4 萬 | 0.01% | +1,512+7.0% | 加碼 |
| ProVise Management Group, LLC | 22,758 | $195.2 萬 | 0.18% | −145−0.6% | 減碼 |
| Rafferty Asset Management, LLC | 22,688 | $194.6 萬 | 0.01% | −4,288−15.9% | 減碼 |
| Pacer Advisors, Inc. | 22,624 | $194.0 萬 | 0.02% | −3,793−14.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 22,356 | $191.7 萬 | 0.04% | +367+1.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 22,261 | $190.9 萬 | 0.11% | +938+4.4% | 加碼 |
| American Financial Advisors, LLC | 22,247 | $190.8 萬 | 0.24% | −9,806−30.6% | 減碼 |
| Jupiter Asset Management Ltd | 22,149 | $190.2 萬 | 0.02% | +1,612+7.8% | 加碼 |
| PFG Advisors | 22,078 | $189.4 萬 | 0.19% | −311−1.4% | 減碼 |
| HGI Capital Management, LLC | 22,049 | $189.1 萬 | 0.76% | +22,049 | 新進 |
| E. Ohman J:or Asset Management AB | 21,804 | $187.0 萬 | 0.05% | +2,600+13.5% | 加碼 |
| Busey Wealth Management | 21,721 | $186.3 萬 | 0.07% | −967−4.3% | 減碼 |