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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 38,210 | $367.3 萬 | 0.04% | −693−1.8% | 減碼 |
| Private Advisor Group, LLC | 38,378 | $369.0 萬 | 0.03% | +1,305+3.5% | 加碼 |
| Callahan Advisors, LLC | 38,763 | $372.7 萬 | 0.43% | −128−0.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 39,580 | $380.5 萬 | 0.02% | −82−0.2% | 減碼 |
| Bamco Inc | 39,757 | $382.2 萬 | 0.01% | +39,757 | 新進 |
| Northwestern Mutual Wealth Management Co | 40,053 | $385.1 萬 | 0.01% | −94−0.2% | 減碼 |
| Mackenzie Financial Corp | 40,616 | $390.5 萬 | 0.01% | +2,440+6.4% | 加碼 |
| Redpoint Investment Management Pty Ltd | 42,476 | $408.4 萬 | 0.41% | +1,726+4.2% | 加碼 |
| US Bancorp | 44,119 | $424.0 萬 | 0.01% | +331+0.8% | 加碼 |
| Peapack Gladstone Financial Corp | 45,218 | $434.7 萬 | 0.09% | −745−1.6% | 減碼 |
| Gateway Investment Advisers LLC | 45,443 | $436.9 萬 | 0.04% | −74−0.2% | 減碼 |
| M&T Bank Corp | 47,547 | $457.1 萬 | 0.02% | +1,492+3.2% | 加碼 |
| First Republic Investment Management, Inc. | 47,587 | $457.5 萬 | 0.01% | −5,817−10.9% | 減碼 |
| Lockheed Martin Investment Management Co | 48,113 | $462.5 萬 | 0.25% | −2,000−4.0% | 減碼 |
| Hartford Investment Management Co | 48,653 | $467.7 萬 | 0.12% | −2,904−5.6% | 減碼 |
| Windward Capital Management Co | 49,123 | $472.3 萬 | 0.42% | −578−1.2% | 減碼 |
| Squarepoint Ops LLC | 49,468 | $475.6 萬 | 0.04% | +37,104+300.1% | 加碼 |
| Garland Capital Management Inc | 49,745 | $478.2 萬 | 3.17% | +50+0.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 51,157 | $491.8 萬 | 0.07% | −143,745−73.8% | 減碼 |
| Norinchukin Bank, The | 51,176 | $492.0 萬 | 0.07% | +4,297+9.2% | 加碼 |
| Metropolitan Life Insurance Co | 52,365 | $503.4 萬 | 0.18% | −26,096−33.3% | 減碼 |
| CIBC Asset Management Inc | 54,549 | $524.4 萬 | 0.02% | +14,251+35.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 54,679 | $525.7 萬 | 0.84% | −3,271−5.6% | 減碼 |
| Janney Montgomery Scott LLC | 54,978 | $528.6 萬 | 0.02% | −121,479−68.8% | 減碼 |
| Sarasin & Partners LLP | 56,242 | $540.7 萬 | 0.05% | 00.0% | 不變 |
| Texas Permanent School Fund | 56,459 | $542.8 萬 | 0.07% | −3,578−6.0% | 減碼 |
| South Dakota Investment Council | 57,289 | $550.8 萬 | 0.11% | +40,093+233.2% | 加碼 |
| Private Asset Management Inc | 57,389 | $551.7 萬 | 0.75% | +961+1.7% | 加碼 |
| Jane Street Group, LLC | 57,610 | $553.9 萬 | 0.01% | +30,195+110.1% | 加碼 |
| Highland Capital Management, LLC | 58,010 | $557.7 萬 | 0.33% | +58,010 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,241 | $559.9 萬 | 0.06% | +3,606+6.6% | 加碼 |
| Pinebridge Investments, L.P. | 61,081 | $587.2 萬 | 0.06% | +1,907+3.2% | 加碼 |
| Pensionfund DSM Netherlands | 61,753 | $593.7 萬 | 2.83% | −24,200−28.2% | 減碼 |
| Swiss Life Asset Management Ltd | 62,504 | $600.8 萬 | 0.08% | +8,985+16.8% | 加碼 |
| Mackay Shields LLC | 62,558 | $601.4 萬 | 0.05% | −2,461−3.8% | 減碼 |
| Advisors Management Group Inc | 63,257 | $608.2 萬 | 2.06% | −663−1.0% | 減碼 |
| HGI Capital Management, LLC | 64,148 | $616.7 萬 | 1.90% | +42,099+190.9% | 加碼 |
| B. Riley Wealth Management, Inc. | 64,684 | $621.9 萬 | 0.48% | −4,389−6.4% | 減碼 |
| Bank of Nova Scotia | 64,727 | $622.4 萬 | 0.01% | −18,694−22.4% | 減碼 |
| Azimuth Capital Management LLC | 65,403 | $628.8 萬 | 0.27% | +2,472+3.9% | 加碼 |
| British Columbia Investment Management Corp | 67,196 | $646.0 萬 | 0.04% | −7,197−9.7% | 減碼 |
| State of Tennessee, Treasury Department | 67,335 | $647.4 萬 | 0.02% | −2,144−3.1% | 減碼 |
| ING Groep NV | 69,431 | $667.5 萬 | 0.07% | +8,440+13.8% | 加碼 |
| IFM Investors Pty Ltd | 69,804 | $671.1 萬 | 0.10% | +15,432+28.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 70,316 | $676.0 萬 | 0.10% | +425+0.6% | 加碼 |
| HighTower Advisors, LLC | 70,650 | $678.5 萬 | 0.02% | +20,035+39.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 71,196 | $684.5 萬 | 0.03% | −3,881−5.2% | 減碼 |
| GSI Capital Advisors LLC | 73,475 | $706.4 萬 | 2.66% | +45,211+160.0% | 加碼 |
| Gillson Capital LP | 73,500 | $706.6 萬 | 0.56% | +73,500 | 新進 |
| Carret Asset Management, LLC | 73,581 | $707.4 萬 | 0.81% | −984−1.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 74,823 | $719.4 萬 | 0.02% | +16,436+28.2% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 75,029 | $721.3 萬 | 0.25% | +75,029 | 新進 |
| Ashfield Capital Partners, LLC | 75,871 | $729.4 萬 | 0.47% | +12,502+19.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,026 | $730.9 萬 | 0.16% | +5,697+8.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 77,083 | $741.1 萬 | 0.08% | +77,083 | 新進 |
| Utah Retirement Systems | 77,703 | $747.1 萬 | 0.10% | −1,400−1.8% | 減碼 |
| Pinnacle Associates Ltd | 80,094 | $770.0 萬 | 0.14% | +677+0.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 80,194 | $771.0 萬 | 0.02% | −9,389−10.5% | 減碼 |
| Vert Asset Management LLC | 81,310 | $781.7 萬 | 6.30% | +9,309+12.9% | 加碼 |
| TCW Group Inc | 81,673 | $785.2 萬 | 0.07% | −13,122−13.8% | 減碼 |
| Mutual of America Capital Management LLC | 82,174 | $790.0 萬 | 0.08% | +1,222+1.5% | 加碼 |
| Comerica Bank | 81,180 | $791.6 萬 | 0.06% | −28,373−25.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 83,544 | $803.2 萬 | 0.05% | −12,729−13.2% | 減碼 |
| DnB Asset Management AS | 85,774 | $824.6 萬 | 0.05% | +8,352+10.8% | 加碼 |
| Employees Retirement System of Texas | 86,030 | $827.1 萬 | 0.10% | −57,000−39.9% | 減碼 |
| Nissay Asset Management Corp | 86,312 | $829.8 萬 | 0.07% | +1,983+2.4% | 加碼 |
| Public Sector Pension Investment Board | 86,349 | $830.2 萬 | 0.05% | −7,180−7.7% | 減碼 |
| NN Investment Partners Holdings N.V. | 87,083 | $837.2 萬 | 0.05% | −142,085−62.0% | 減碼 |
| Central Trust Co | 87,812 | $844.2 萬 | 0.24% | −1,145−1.3% | 減碼 |
| Yousif Capital Management, LLC | 88,795 | $853.7 萬 | 0.09% | +778+0.9% | 加碼 |
| Teacher Retirement System of Texas | 89,803 | $863.4 萬 | 0.04% | −71,639−44.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 90,846 | $873.4 萬 | 0.48% | +75,059+475.4% | 加碼 |
| Truist Financial Corp | 91,349 | $878.2 萬 | 0.01% | −17,414−16.0% | 減碼 |
| Manning & Napier Group, LLC | 93,329 | $897.2 萬 | 0.09% | +9,299+11.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,493 | $908.5 萬 | 0.09% | −16,100−14.6% | 減碼 |
| Forsta Ap-Fonden | 94,800 | $911.4 萬 | 0.10% | −6,900−6.8% | 減碼 |
| Venture Visionary Partners LLC | 96,927 | $931.8 萬 | 0.62% | +1,023+1.1% | 加碼 |
| Credit Agricole S A | 98,090 | $943.1 萬 | 0.29% | −2,608,448−96.4% | 減碼 |
| Trust Co of Toledo NA | 98,942 | $951.2 萬 | 1.46% | −633−0.6% | 減碼 |
| Natixis Advisors, L.P. | 100,997 | $970.9 萬 | 0.04% | +20,058+24.8% | 加碼 |
| Amalgamated Bank | 109,521 | $1,053 萬 | 0.08% | −7,623−6.5% | 減碼 |
| Amalgamated Financial Corp. | 109,521 | $1,053 萬 | 0.08% | +109,521 | 新進 |
| State of Michigan Retirement System | 109,809 | $1,056 萬 | 0.06% | +213+0.2% | 加碼 |
| Commonwealth Equity Services, LLC | 113,468 | $1,091 萬 | 0.02% | +186+0.2% | 加碼 |
| Susquehanna International Group, LLP | 113,495 | $1,091 萬 | 0.02% | +13,497+13.5% | 加碼 |
| KBC Group NV | 114,977 | $1,106 萬 | 0.04% | +1,355+1.2% | 加碼 |
| Maryland Capital Management | 115,144 | $1,107 萬 | 0.69% | +2,062+1.8% | 加碼 |
| Advisor Group Holdings, Inc. | 104,090 | $1,108 萬 | 0.02% | −972−0.9% | 減碼 |
| MetLife Investment Management | 118,435 | $1,139 萬 | 0.07% | +22,266+23.2% | 加碼 |
| Arizona State Retirement System | 119,439 | $1,148 萬 | 0.09% | +3,707+3.2% | 加碼 |
| USS Investment Management Ltd | 121,515 | $1,169 萬 | 0.10% | +19,736+19.4% | 加碼 |
| American International Group, Inc. | 124,765 | $1,200 萬 | 0.07% | −3,830−3.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 126,685 | $1,218 萬 | 0.12% | +70,265+124.5% | 加碼 |
| Bridgewater Associates, LP | 127,045 | $1,221 萬 | 0.05% | +91,693+259.4% | 加碼 |
| Handelsbanken Fonder AB | 134,555 | $1,294 萬 | 0.07% | +2,923+2.2% | 加碼 |
| Sandler Capital Management | 136,026 | $1,308 萬 | 1.98% | −80,810−37.3% | 減碼 |
| Tredje AP-fonden | 136,451 | $1,312 萬 | 0.27% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 137,331 | $1,320 萬 | 0.40% | +100+0.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 140,749 | $1,353 萬 | 0.05% | −65,645−31.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 141,607 | $1,361 萬 | 0.02% | +8,422+6.3% | 加碼 |