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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 70,650 | $678.5 萬 | 0.02% | +20,035+39.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 70,316 | $676.0 萬 | 0.10% | +425+0.6% | 加碼 |
| IFM Investors Pty Ltd | 69,804 | $671.1 萬 | 0.10% | +15,432+28.4% | 加碼 |
| ING Groep NV | 69,431 | $667.5 萬 | 0.07% | +8,440+13.8% | 加碼 |
| State of Tennessee, Treasury Department | 67,335 | $647.4 萬 | 0.02% | −2,144−3.1% | 減碼 |
| British Columbia Investment Management Corp | 67,196 | $646.0 萬 | 0.04% | −7,197−9.7% | 減碼 |
| Azimuth Capital Management LLC | 65,403 | $628.8 萬 | 0.27% | +2,472+3.9% | 加碼 |
| Bank of Nova Scotia | 64,727 | $622.4 萬 | 0.01% | −18,694−22.4% | 減碼 |
| B. Riley Wealth Management, Inc. | 64,684 | $621.9 萬 | 0.48% | −4,389−6.4% | 減碼 |
| HGI Capital Management, LLC | 64,148 | $616.7 萬 | 1.90% | +42,099+190.9% | 加碼 |
| Advisors Management Group Inc | 63,257 | $608.2 萬 | 2.06% | −663−1.0% | 減碼 |
| Mackay Shields LLC | 62,558 | $601.4 萬 | 0.05% | −2,461−3.8% | 減碼 |
| Swiss Life Asset Management Ltd | 62,504 | $600.8 萬 | 0.08% | +8,985+16.8% | 加碼 |
| Pensionfund DSM Netherlands | 61,753 | $593.7 萬 | 2.83% | −24,200−28.2% | 減碼 |
| Pinebridge Investments, L.P. | 61,081 | $587.2 萬 | 0.06% | +1,907+3.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,241 | $559.9 萬 | 0.06% | +3,606+6.6% | 加碼 |
| Highland Capital Management, LLC | 58,010 | $557.7 萬 | 0.33% | +58,010 | 新進 |
| Jane Street Group, LLC | 57,610 | $553.9 萬 | 0.01% | +30,195+110.1% | 加碼 |
| Private Asset Management Inc | 57,389 | $551.7 萬 | 0.75% | +961+1.7% | 加碼 |
| South Dakota Investment Council | 57,289 | $550.8 萬 | 0.11% | +40,093+233.2% | 加碼 |
| Texas Permanent School Fund | 56,459 | $542.8 萬 | 0.07% | −3,578−6.0% | 減碼 |
| Sarasin & Partners LLP | 56,242 | $540.7 萬 | 0.05% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 54,978 | $528.6 萬 | 0.02% | −121,479−68.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 54,679 | $525.7 萬 | 0.84% | −3,271−5.6% | 減碼 |
| CIBC Asset Management Inc | 54,549 | $524.4 萬 | 0.02% | +14,251+35.4% | 加碼 |
| Metropolitan Life Insurance Co | 52,365 | $503.4 萬 | 0.18% | −26,096−33.3% | 減碼 |
| Norinchukin Bank, The | 51,176 | $492.0 萬 | 0.07% | +4,297+9.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 51,157 | $491.8 萬 | 0.07% | −143,745−73.8% | 減碼 |
| Garland Capital Management Inc | 49,745 | $478.2 萬 | 3.17% | +50+0.1% | 加碼 |
| Squarepoint Ops LLC | 49,468 | $475.6 萬 | 0.04% | +37,104+300.1% | 加碼 |
| Windward Capital Management Co | 49,123 | $472.3 萬 | 0.42% | −578−1.2% | 減碼 |
| Hartford Investment Management Co | 48,653 | $467.7 萬 | 0.12% | −2,904−5.6% | 減碼 |
| Lockheed Martin Investment Management Co | 48,113 | $462.5 萬 | 0.25% | −2,000−4.0% | 減碼 |
| First Republic Investment Management, Inc. | 47,587 | $457.5 萬 | 0.01% | −5,817−10.9% | 減碼 |
| M&T Bank Corp | 47,547 | $457.1 萬 | 0.02% | +1,492+3.2% | 加碼 |
| Gateway Investment Advisers LLC | 45,443 | $436.9 萬 | 0.04% | −74−0.2% | 減碼 |
| Peapack Gladstone Financial Corp | 45,218 | $434.7 萬 | 0.09% | −745−1.6% | 減碼 |
| US Bancorp | 44,119 | $424.0 萬 | 0.01% | +331+0.8% | 加碼 |
| Redpoint Investment Management Pty Ltd | 42,476 | $408.4 萬 | 0.41% | +1,726+4.2% | 加碼 |
| Mackenzie Financial Corp | 40,616 | $390.5 萬 | 0.01% | +2,440+6.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 40,053 | $385.1 萬 | 0.01% | −94−0.2% | 減碼 |
| Bamco Inc | 39,757 | $382.2 萬 | 0.01% | +39,757 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 39,580 | $380.5 萬 | 0.02% | −82−0.2% | 減碼 |
| Callahan Advisors, LLC | 38,763 | $372.7 萬 | 0.43% | −128−0.3% | 減碼 |
| Private Advisor Group, LLC | 38,378 | $369.0 萬 | 0.03% | +1,305+3.5% | 加碼 |
| Cetera Advisor Networks LLC | 38,210 | $367.3 萬 | 0.04% | −693−1.8% | 減碼 |
| Fifth Third Bancorp | 37,469 | $360.2 萬 | 0.01% | +1,409+3.9% | 加碼 |
| DuPont Capital Management Corp | 37,384 | $359.4 萬 | 0.14% | −409−1.1% | 減碼 |
| Nordea Investment Management AB | 36,688 | $358.9 萬 | 0.00% | −97−0.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 36,928 | $355.0 萬 | 0.05% | +2,741+8.0% | 加碼 |
| Kornitzer Capital Management Inc | 36,790 | $353.7 萬 | 0.06% | 00.0% | 不變 |
| Spinnaker Trust | 36,790 | $353.7 萬 | 0.24% | +140.0% | 加碼 |
| Rainey & Randall Investment Management Inc. | 35,324 | $339.6 萬 | 1.23% | +23+0.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 35,100 | $337.5 萬 | 0.03% | +805+2.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 34,234 | $329.1 萬 | 0.10% | +2,528+8.0% | 加碼 |
| Vident Investment Advisory, LLC | 34,050 | $327.1 萬 | 0.09% | +1,152+3.5% | 加碼 |
| Wolverine Trading, LLC | 32,910 | $322.1 萬 | 0.09% | +836+2.6% | 加碼 |
| Maryland State Retirement & Pension System | 33,419 | $321.3 萬 | 0.09% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 33,012 | $317.4 萬 | 0.05% | +125+0.4% | 加碼 |
| United Capital Financial Advisers, LLC | 32,889 | $316.2 萬 | 0.02% | −3,189−8.8% | 減碼 |
| Achmea Investment Management B.V. | 32,194 | $309.5 萬 | 0.08% | +32,194 | 新進 |
| Baird Financial Group, Inc. | 31,094 | $298.9 萬 | 0.01% | +982+3.3% | 加碼 |
| Lincluden Management Ltd | 30,487 | $293.1 萬 | 0.26% | −36,180−54.3% | 減碼 |
| Mercer Global Advisors Inc | 30,419 | $292.4 萬 | 0.02% | +3,698+13.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 30,372 | $292.0 萬 | 0.06% | +2,431+8.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 29,809 | $286.6 萬 | 0.03% | −1,297−4.2% | 減碼 |
| Shell Asset Management Co | 29,812 | $286.6 萬 | 0.07% | +1,489+5.3% | 加碼 |
| Xponance, Inc. | 29,525 | $283.9 萬 | 0.05% | +1,080+3.8% | 加碼 |
| Jefferies Group LLC | 29,500 | $283.6 萬 | 0.07% | −67,198−69.5% | 減碼 |
| Wealthfront Advisers LLC | 28,951 | $278.4 萬 | 0.01% | +2,993+11.5% | 加碼 |
| Pensionfund Sabic | 28,259 | $271.7 萬 | 0.68% | −5,000−15.0% | 減碼 |
| FORA Capital, LLC | 27,477 | $268.9 萬 | 0.48% | +27,477 | 新進 |
| Oppenheimer & Co Inc | 27,909 | $268.3 萬 | 0.05% | +2,075+8.0% | 加碼 |
| Louisiana State Employees Retirement System | 27,500 | $268.2 萬 | 0.06% | +200+0.7% | 加碼 |
| Kentucky Retirement Systems | 27,745 | $266.7 萬 | 0.11% | +1,305+4.9% | 加碼 |
| Commerce Bank | 27,546 | $264.9 萬 | 0.02% | −718−2.5% | 減碼 |
| APG Asset Management N.V. | 30,450 | $263.1 萬 | 0.00% | −13,400−30.6% | 減碼 |
| Creative Planning | 27,306 | $262.5 萬 | 0.00% | +897+3.4% | 加碼 |
| Mariner, LLC | 27,095 | $260.5 萬 | 0.01% | +3,966+17.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,995 | $259.5 萬 | 0.37% | +1,543+6.1% | 加碼 |
| Allstate Corp | 26,385 | $253.7 萬 | 0.07% | −11,166−29.7% | 減碼 |
| Blair William & Co | 26,114 | $251.1 萬 | 0.01% | −300−1.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 25,431 | $244.5 萬 | 0.04% | +1,355+5.6% | 加碼 |
| New Mexico Educational Retirement Board | 25,348 | $243.7 萬 | 0.09% | −500−1.9% | 減碼 |
| Ossiam | 25,292 | $243.2 萬 | 0.06% | +25,292 | 新進 |
| Rockefeller Capital Management L.P. | 25,048 | $240.7 萬 | 0.01% | +1,316+5.5% | 加碼 |
| Boothbay Fund Management, LLC | 24,922 | $239.6 萬 | 0.08% | +10,164+68.9% | 加碼 |
| Boston Family Office LLC | 24,796 | $238.4 萬 | 0.17% | +34+0.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,470 | $235.2 萬 | 0.05% | −154−0.6% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 24,076 | $233.6 萬 | 0.09% | +9,705+67.5% | 加碼 |
| MML Investors Services, LLC | 24,169 | $232.4 萬 | 0.02% | +90.0% | 加碼 |
| Marshall Wace, LLP | 24,100 | $231.7 萬 | 0.00% | +24,100 | 新進 |
| Capital Investment Advisors, LLC | 23,832 | $229.1 萬 | 0.07% | −2,157−8.3% | 減碼 |
| Rafferty Asset Management, LLC | 23,794 | $228.8 萬 | 0.01% | +1,106+4.9% | 加碼 |
| XML Financial, LLC | 23,508 | $226.0 萬 | 0.27% | −399−1.7% | 減碼 |
| Virtu Financial LLC | 22,997 | $221.1 萬 | 0.16% | +17,810+343.4% | 加碼 |
| Blueshift Asset Management, LLC | 22,991 | $221.0 萬 | 0.20% | +4,126+21.9% | 加碼 |
| SG Americas Securities, LLC | 22,681 | $218.1 萬 | 0.02% | −55,190−70.9% | 減碼 |
| Seeyond | 22,663 | $217.8 萬 | 0.22% | +8,527+60.3% | 加碼 |
| ProVise Management Group, LLC | 22,612 | $217.4 萬 | 0.21% | −146−0.6% | 減碼 |