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 |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | 1,331,208 | $1.28 億 | 0.04% | +39,992+3.1% | 加碼 |
| Janus Henderson Group PLC | 1,358,558 | $1.31 億 | 0.06% | +1,248,622+1,135.8% | 加碼 |
| Parametric Portfolio Associates LLC | 1,368,717 | $1.32 億 | 0.07% | −161,935−10.6% | 減碼 |
| Heitman Real Estate Securities LLC | 1,484,109 | $1.43 億 | 5.63% | +204,586+16.0% | 加碼 |
| Brookfield Asset Management Inc. | 1,552,606 | $1.49 億 | 0.56% | −212,417−12.0% | 減碼 |
| Cbre Clarion Securities LLC | 1,637,390 | $1.57 億 | 2.19% | +511,006+45.4% | 加碼 |
| SEI Investments Co | 1,674,843 | $1.61 億 | 0.32% | +1,233+0.1% | 加碼 |
| Macquarie Group Ltd | 1,690,006 | $1.61 億 | 0.15% | +1,326,329+364.7% | 加碼 |
| American Century Companies Inc | 1,721,757 | $1.66 億 | 0.11% | −109,390−6.0% | 減碼 |
| Amundi | 1,724,453 | $1.66 億 | 0.11% | +599,766+53.3% | 加碼 |
| Duff & Phelps Investment Management Co | 1,754,262 | $1.69 億 | 1.95% | +138,540+8.6% | 加碼 |
| Bank of America Corp | 1,793,565 | $1.72 億 | 0.02% | −699,295−28.1% | 減碼 |
| Canada Pension Plan Investment Board | 1,833,730 | $1.76 億 | 0.24% | +324,933+21.5% | 加碼 |
| Swiss National Bank | 1,885,280 | $1.81 億 | 0.10% | +279,200+17.4% | 加碼 |
| Goldman Sachs Group Inc | 2,006,686 | $1.93 億 | 0.05% | −1,120,699−35.8% | 減碼 |
| Russell Investments Group, Ltd. | 2,604,087 | $2.51 億 | 0.44% | +35,460+1.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,662,248 | $2.56 億 | 0.17% | +382,159+16.8% | 加碼 |
| Ameriprise Financial Inc | 2,944,816 | $2.74 億 | 0.08% | +38,664+1.3% | 加碼 |
| Prudential Financial Inc | 2,859,403 | $2.75 億 | 0.37% | +41,617+1.5% | 加碼 |
| Centersquare Investment Management LLC | 3,036,586 | $2.92 億 | 2.70% | +298,042+10.9% | 加碼 |
| Boston Partners | 3,306,311 | $3.18 億 | 0.39% | +83,360+2.6% | 加碼 |
| Zimmer Partners, LP | 3,525,000 | $3.39 億 | 4.91% | −137,500−3.8% | 減碼 |
| Nuveen Asset Management, LLC | 3,762,869 | $3.49 億 | 0.11% | −456,296−10.8% | 減碼 |
| Bank of New York Mellon Corp | 3,976,823 | $3.82 億 | 0.07% | +44,787+1.1% | 加碼 |
| Charles Schwab Investment Management Inc | 4,245,096 | $4.08 億 | 0.12% | +134,847+3.3% | 加碼 |
| UBS Asset Management Americas Inc | 4,272,002 | $4.11 億 | 0.18% | +86,001+2.1% | 加碼 |
| PGGM Investments | 4,816,404 | $4.13 億 | 2.06% | 00.0% | 不變 |
| Principal Financial Group Inc | 4,532,943 | $4.36 億 | 0.27% | −39,060−0.9% | 減碼 |
| Morgan Stanley | 5,032,761 | $4.84 億 | 0.07% | +92,500+1.9% | 加碼 |
| Deutsche Bank AG | 5,104,995 | $4.91 億 | 0.23% | +33,192+0.7% | 加碼 |
| Legal & General Group Plc | 5,544,099 | $5.33 億 | 0.16% | +169,327+3.2% | 加碼 |
| Dimensional Fund Advisors LP | 6,120,639 | $5.88 億 | 0.18% | +137,602+2.3% | 加碼 |
| JPMorgan Chase & Co | 6,537,169 | $6.28 億 | 0.08% | +34,843+0.5% | 加碼 |
| Northern Trust Corp | 6,682,434 | $6.42 億 | 0.11% | −46,787−0.7% | 減碼 |
| Invesco Ltd. | 6,924,325 | $6.66 億 | 0.17% | −1,375,984−16.6% | 減碼 |
| Daiwa Securities Group Inc. | 7,289,665 | $7.01 億 | 4.39% | −93,293−1.3% | 減碼 |
| Resolution Capital Ltd | 7,485,796 | $7.20 億 | 8.46% | +146,544+2.0% | 加碼 |
| Geode Capital Management, LLC | 9,433,153 | $9.05 億 | 0.11% | +282,761+3.1% | 加碼 |
| Price T Rowe Associates Inc | 9,797,569 | $9.42 億 | 0.09% | −3,017,811−23.5% | 減碼 |
| Wellington Management Group LLP | 13,798,930 | $13.3 億 | 0.23% | +9,695,218+236.3% | 加碼 |
| Norges Bank | 15,559,841 | $15.0 億 | 0.33% | 00.0% | 不變 |
| FMR LLC | 19,266,874 | $18.5 億 | 0.15% | +3,557,881+22.6% | 加碼 |
| State Street Corp | 30,173,175 | $29.0 億 | 0.14% | +2,554,309+9.2% | 加碼 |
| Cohen & Steers, Inc. | 35,199,497 | $33.8 億 | 5.67% | +766,616+2.2% | 加碼 |
| BlackRock Inc. | 46,244,127 | $44.5 億 | 0.12% | −1,407,009−3.0% | 減碼 |
| Vanguard Group Inc | 71,733,837 | $69.0 億 | 0.16% | +2,912,151+4.2% | 加碼 |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | 不變 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −815,720−100.0% | 清倉 |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −520,205−100.0% | 清倉 |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −297,501−100.0% | 清倉 |
| Ascent Group, LLC | 0 | $0 | 0.00% | −55,821−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −52,553−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −44,076−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −26,040−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −23,540−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,118−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −11,792−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −11,520−100.0% | 清倉 |
| Full18 Capital LLC | 0 | $0 | 0.00% | −9,876−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,845−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −6,300−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,503−100.0% | 清倉 |
| Canandaigua National Corp | 0 | $0 | 0.00% | −4,308−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,669−100.0% | 清倉 |
| Weil Company, Inc. | 0 | $0 | 0.00% | −3,078−100.0% | 清倉 |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,962−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,899−100.0% | 清倉 |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −2,850−100.0% | 清倉 |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −2,773−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,618−100.0% | 清倉 |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −2,608−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,548−100.0% | 清倉 |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −2,525−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −2,415−100.0% | 清倉 |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −2,351−100.0% | 清倉 |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −1,340−100.0% | 清倉 |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −761−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −546−100.0% | 清倉 |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −236−100.0% | 清倉 |
| Sandy Spring Bank | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | 清倉 |
| William Allan, LLC | 0 | $0 | 0.00% | −169−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Arrow Financial Corp | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Andra AP-fonden | – | – | – | – | 本季未申報 |