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。
2022 年第 1 季 13F 持有人
Welltower Inc. 在 2022/3/31 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
- 847
- 較 2021 年第 4 季 +53 家
- 持有股數
- 4.41 億
- 較 2021 年第 4 季 +1,439 萬 (+3.4%)
- 總市值
- $422.9 億
- 較 2021 年第 4 季 +$57.5 億 (+15.7%)
- 新進機構
- 105
- 另有 310 家加碼
- 清倉機構
- 52
- 另有 278 家減碼
另有 13 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 71,733,837 | $69.0 億 | 0.16% | +2,912,151+4.2% | 加碼 |
| BlackRock Inc. | 46,244,127 | $44.5 億 | 0.12% | −1,407,009−3.0% | 減碼 |
| Cohen & Steers, Inc. | 35,199,497 | $33.8 億 | 5.67% | +766,616+2.2% | 加碼 |
| State Street Corp | 30,173,175 | $29.0 億 | 0.14% | +2,554,309+9.2% | 加碼 |
| FMR LLC | 19,266,874 | $18.5 億 | 0.15% | +3,557,881+22.6% | 加碼 |
| Norges Bank | 15,559,841 | $15.0 億 | 0.33% | 00.0% | 不變 |
| Wellington Management Group LLP | 13,798,930 | $13.3 億 | 0.23% | +9,695,218+236.3% | 加碼 |
| Price T Rowe Associates Inc | 9,797,569 | $9.42 億 | 0.09% | −3,017,811−23.5% | 減碼 |
| Geode Capital Management, LLC | 9,433,153 | $9.05 億 | 0.11% | +282,761+3.1% | 加碼 |
| Resolution Capital Ltd | 7,485,796 | $7.20 億 | 8.46% | +146,544+2.0% | 加碼 |
| Daiwa Securities Group Inc. | 7,289,665 | $7.01 億 | 4.39% | −93,293−1.3% | 減碼 |
| Invesco Ltd. | 6,924,325 | $6.66 億 | 0.17% | −1,375,984−16.6% | 減碼 |
| Northern Trust Corp | 6,682,434 | $6.42 億 | 0.11% | −46,787−0.7% | 減碼 |
| JPMorgan Chase & Co | 6,537,169 | $6.28 億 | 0.08% | +34,843+0.5% | 加碼 |
| Dimensional Fund Advisors LP | 6,120,639 | $5.88 億 | 0.18% | +137,602+2.3% | 加碼 |
| Legal & General Group Plc | 5,544,099 | $5.33 億 | 0.16% | +169,327+3.2% | 加碼 |
| Deutsche Bank AG | 5,104,995 | $4.91 億 | 0.23% | +33,192+0.7% | 加碼 |
| Morgan Stanley | 5,032,761 | $4.84 億 | 0.07% | +92,500+1.9% | 加碼 |
| Principal Financial Group Inc | 4,532,943 | $4.36 億 | 0.27% | −39,060−0.9% | 減碼 |
| PGGM Investments | 4,816,404 | $4.13 億 | 2.06% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 4,272,002 | $4.11 億 | 0.18% | +86,001+2.1% | 加碼 |
| Charles Schwab Investment Management Inc | 4,245,096 | $4.08 億 | 0.12% | +134,847+3.3% | 加碼 |
| Bank of New York Mellon Corp | 3,976,823 | $3.82 億 | 0.07% | +44,787+1.1% | 加碼 |
| Nuveen Asset Management, LLC | 3,762,869 | $3.49 億 | 0.11% | −456,296−10.8% | 減碼 |
| Zimmer Partners, LP | 3,525,000 | $3.39 億 | 4.91% | −137,500−3.8% | 減碼 |
| Boston Partners | 3,306,311 | $3.18 億 | 0.39% | +83,360+2.6% | 加碼 |
| Centersquare Investment Management LLC | 3,036,586 | $2.92 億 | 2.70% | +298,042+10.9% | 加碼 |
| Prudential Financial Inc | 2,859,403 | $2.75 億 | 0.37% | +41,617+1.5% | 加碼 |
| Ameriprise Financial Inc | 2,944,816 | $2.74 億 | 0.08% | +38,664+1.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,662,248 | $2.56 億 | 0.17% | +382,159+16.8% | 加碼 |
| Russell Investments Group, Ltd. | 2,604,087 | $2.51 億 | 0.44% | +35,460+1.4% | 加碼 |
| Goldman Sachs Group Inc | 2,006,686 | $1.93 億 | 0.05% | −1,120,699−35.8% | 減碼 |
| Swiss National Bank | 1,885,280 | $1.81 億 | 0.10% | +279,200+17.4% | 加碼 |
| Canada Pension Plan Investment Board | 1,833,730 | $1.76 億 | 0.24% | +324,933+21.5% | 加碼 |
| Bank of America Corp | 1,793,565 | $1.72 億 | 0.02% | −699,295−28.1% | 減碼 |
| Duff & Phelps Investment Management Co | 1,754,262 | $1.69 億 | 1.95% | +138,540+8.6% | 加碼 |
| Amundi | 1,724,453 | $1.66 億 | 0.11% | +599,766+53.3% | 加碼 |
| American Century Companies Inc | 1,721,757 | $1.66 億 | 0.11% | −109,390−6.0% | 減碼 |
| Macquarie Group Ltd | 1,690,006 | $1.61 億 | 0.15% | +1,326,329+364.7% | 加碼 |
| SEI Investments Co | 1,674,843 | $1.61 億 | 0.32% | +1,233+0.1% | 加碼 |
| Cbre Clarion Securities LLC | 1,637,390 | $1.57 億 | 2.19% | +511,006+45.4% | 加碼 |
| Brookfield Asset Management Inc. | 1,552,606 | $1.49 億 | 0.56% | −212,417−12.0% | 減碼 |
| Heitman Real Estate Securities LLC | 1,484,109 | $1.43 億 | 5.63% | +204,586+16.0% | 加碼 |
| Parametric Portfolio Associates LLC | 1,368,717 | $1.32 億 | 0.07% | −161,935−10.6% | 減碼 |
| Janus Henderson Group PLC | 1,358,558 | $1.31 億 | 0.06% | +1,248,622+1,135.8% | 加碼 |
| Massachusetts Financial Services Co | 1,331,208 | $1.28 億 | 0.04% | +39,992+3.1% | 加碼 |
| Neuberger Berman Group LLC | 1,321,492 | $1.27 億 | 0.11% | +57,090+4.5% | 加碼 |
| AMP Capital Investors Ltd | 1,284,311 | $1.24 億 | 5.21% | −179,432−12.3% | 減碼 |
| Lasalle Investment Management Securities LLC | 1,264,737 | $1.22 億 | 3.88% | +474,173+60.0% | 加碼 |
| Schroder Investment Management Group | 1,217,556 | $1.19 億 | 0.16% | +23,047+1.9% | 加碼 |
| Pictet Asset Management SA | 1,237,437 | $1.19 億 | 0.14% | +148,895+13.7% | 加碼 |
| Alliancebernstein L.P. | 1,158,697 | $1.11 億 | 0.04% | +18,076+1.6% | 加碼 |
| Wells Fargo & Company | 1,150,443 | $1.11 億 | 0.03% | −47,212−3.9% | 減碼 |
| STRS Ohio | 1,079,772 | $1.04 億 | 0.38% | −7,572−0.7% | 減碼 |
| Adelante Capital Management LLC | 1,052,590 | $1.01 億 | 5.02% | −290,091−21.6% | 減碼 |
| Credit Suisse AG | 1,027,480 | $9,878 萬 | 0.09% | +7,055+0.7% | 加碼 |
| Aew Capital Management L P | 1,023,088 | $9,836 萬 | 2.86% | −311,219−23.3% | 減碼 |
| Public Employees Retirement System of Ohio | 1,019,708 | $9,804 萬 | 0.35% | +376,837+58.6% | 加碼 |
| Senator Investment Group LP | 1,015,000 | $9,758 萬 | 3.03% | +1,015,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 961,614 | $9,245 萬 | 0.14% | +214,130+28.6% | 加碼 |
| UBS Group AG | 931,446 | $8,955 萬 | 0.04% | +168,161+22.0% | 加碼 |
| California Public Employees Retirement System | 895,494 | $8,609 萬 | 0.07% | −51,850−5.5% | 減碼 |
| Asset Management One Co.,Ltd. | 866,663 | $8,332 萬 | 0.33% | −36,525−4.0% | 減碼 |
| HSBC Holdings PLC | 837,352 | $8,156 萬 | 0.11% | −161,797−16.2% | 減碼 |
| Royal Bank of Canada | 839,440 | $8,070 萬 | 0.02% | +250,312+42.5% | 加碼 |
| FIL Ltd | 839,107 | $8,067 萬 | 0.08% | +76,605+10.0% | 加碼 |
| Standard Life Aberdeen plc | 796,372 | $7,774 萬 | 0.20% | −78,837−9.0% | 減碼 |
| California State Teachers Retirement System | 728,775 | $7,006 萬 | 0.09% | −28,934−3.8% | 減碼 |
| Rhumbline Advisers | 727,209 | $6,991 萬 | 0.09% | +12,109+1.7% | 加碼 |
| Voya Investment Management LLC | 713,162 | $6,856 萬 | 0.14% | +356,021+99.7% | 加碼 |
| Epoch Investment Partners, Inc. | 660,374 | $6,349 萬 | 0.31% | −13,634−2.0% | 減碼 |
| Citadel Advisors LLC | 642,669 | $6,179 萬 | 0.07% | +631,528+5,668.5% | 加碼 |
| National Pension Service | 636,647 | $6,121 萬 | 0.11% | −37,437−5.6% | 減碼 |
| Citigroup Inc | 636,490 | $6,119 萬 | 0.06% | −296,782−31.8% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 636,589 | $6,107 萬 | 1.74% | +636,589 | 新進 |
| Great West Life Assurance Co | 601,552 | $6,042 萬 | 0.13% | −91,125−13.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 535,898 | $5,152 萬 | 0.16% | +4,761+0.9% | 加碼 |
| State of Wisconsin Investment Board | 532,636 | $5,121 萬 | 0.11% | +42,494+8.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 522,400 | $5,022 萬 | 0.10% | −2,286−0.4% | 減碼 |
| First Trust Advisors LP | 515,969 | $4,961 萬 | 0.05% | +83,280+19.2% | 加碼 |
| New York State Common Retirement Fund | 515,027 | $4,952 萬 | 0.05% | −5,710−1.1% | 減碼 |
| CORDA Investment Management, LLC. | 509,831 | $4,902 萬 | 3.80% | −10,374−2.0% | 減碼 |
| Nomura Asset Management Co Ltd | 494,984 | $4,759 萬 | 0.26% | +18,335+3.8% | 加碼 |
| Hazelview Securities Inc. | 496,998 | $4,756 萬 | 6.16% | +113,080+29.5% | 加碼 |
| Factory Mutual Insurance Co | 462,100 | $4,443 萬 | 0.60% | −16,200−3.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 461,630 | $4,438 萬 | 0.10% | +216,274+88.1% | 加碼 |
| New York State Teachers Retirement System | 459,010 | $4,413 萬 | 0.09% | 00.0% | 不變 |
| Bank of Montreal | 447,121 | $4,376 萬 | 0.02% | −186,607−29.4% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 454,506 | $4,370 萬 | 0.08% | −9,300−2.0% | 減碼 |
| AXA S.A. | 447,122 | $4,299 萬 | 0.12% | +8,139+1.9% | 加碼 |
| Barclays PLC | 443,510 | $4,264 萬 | 0.03% | −184,145−29.3% | 減碼 |
| Retirement Systems of Alabama | 434,798 | $4,180 萬 | 0.15% | +4,308+1.0% | 加碼 |
| Allianz Asset Management GmbH | 433,595 | $4,169 萬 | 0.03% | −95,406−18.0% | 減碼 |
| Uniplan Investment Counsel, Inc. | 425,028 | $4,086 萬 | 2.41% | +11,754+2.8% | 加碼 |
| Securian Asset Management, Inc | 424,609 | $4,082 萬 | 0.80% | +51,500+13.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 413,293 | $3,973 萬 | 0.16% | +29,175+7.6% | 加碼 |
| Cambiar Investors LLC | 403,283 | $3,877 萬 | 1.46% | −6,901−1.7% | 減碼 |
| Victory Capital Management Inc | 406,674 | $3,727 萬 | 0.04% | +30,331+8.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 345,164 | $3,318 萬 | 0.02% | −55,116−13.8% | 減碼 |
| Franklin Resources Inc | 342,840 | $3,296 萬 | 0.01% | +22,937+7.2% | 加碼 |