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 2 季 13F 持有人
Welltower Inc. 在 2022/6/30 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
- 819
- 較 2022 年第 1 季 −14 家
- 持有股數
- 4.54 億
- 較 2022 年第 1 季 +2,024 萬 (+4.7%)
- 總市值
- $373.9 億
- 較 2022 年第 1 季 −$43.0 億 (−10.3%)
- 新進機構
- 75
- 另有 316 家加碼
- 清倉機構
- 89
- 另有 257 家減碼
另有 14 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 6,079,972 | $5.01 億 | 0.18% | +535,873+9.7% | 加碼 |
| Dimensional Fund Advisors LP | 6,138,331 | $5.05 億 | 0.18% | +17,692+0.3% | 加碼 |
| JPMorgan Chase & Co | 6,227,240 | $5.13 億 | 0.08% | −309,929−4.7% | 減碼 |
| Morgan Stanley | 6,415,678 | $5.28 億 | 0.07% | +1,382,917+27.5% | 加碼 |
| Northern Trust Corp | 6,571,740 | $5.41 億 | 0.12% | −110,694−1.7% | 減碼 |
| Daiwa Securities Group Inc. | 7,078,850 | $5.83 億 | 4.45% | −210,815−2.9% | 減碼 |
| Invesco Ltd. | 7,464,285 | $6.15 億 | 0.19% | +539,960+7.8% | 加碼 |
| Resolution Capital Ltd | 8,178,299 | $6.73 億 | 10.12% | +692,503+9.3% | 加碼 |
| Price T Rowe Associates Inc | 9,231,883 | $7.60 億 | 0.10% | −565,686−5.8% | 減碼 |
| Geode Capital Management, LLC | 9,953,284 | $8.18 億 | 0.12% | +520,131+5.5% | 加碼 |
| Norges Bank | 16,847,350 | $13.9 億 | 0.36% | +1,287,509+8.3% | 加碼 |
| Wellington Management Group LLP | 18,027,417 | $14.8 億 | 0.30% | +4,228,487+30.6% | 加碼 |
| FMR LLC | 19,058,363 | $15.7 億 | 0.16% | −208,511−1.1% | 減碼 |
| State Street Corp | 31,161,238 | $25.7 億 | 0.15% | +988,063+3.3% | 加碼 |
| Cohen & Steers, Inc. | 34,133,631 | $28.1 億 | 5.52% | −1,065,866−3.0% | 減碼 |
| BlackRock Inc. | 49,853,783 | $41.1 億 | 0.13% | +3,609,656+7.8% | 加碼 |
| Vanguard Group Inc | 72,812,146 | $60.0 億 | 0.17% | +1,078,309+1.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | 新進 |
| Westside Investment Management, Inc. | 1,200 | – | – | 00.0% | 不變 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −1,284,311−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −136,026−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −86,030−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −73,500−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −64,148−100.0% | 清倉 |
| Mackay Shields LLC | 0 | $0 | 0.00% | −62,558−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −32,910−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −29,500−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,477−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −24,922−100.0% | 清倉 |
| XML Financial, LLC | 0 | $0 | 0.00% | −23,508−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,997−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −22,991−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −20,701−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −19,263−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,700−100.0% | 清倉 |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −18,530−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −13,912−100.0% | 清倉 |
| Intersect Capital LLC | 0 | $0 | 0.00% | −13,597−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,834−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −82,584−100.0% | 清倉 |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,896−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,091−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,057−100.0% | 清倉 |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,952−100.0% | 清倉 |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −5,752−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,647−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,109−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,044−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −4,717−100.0% | 清倉 |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −4,696−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,362−100.0% | 清倉 |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −4,088−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,772−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −3,775−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,326−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,918−100.0% | 清倉 |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −2,836−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,882−100.0% | 清倉 |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −2,775−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,692−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,591−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,569−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,505−100.0% | 清倉 |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,495−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,458−100.0% | 清倉 |
| HNP Capital LLC | 0 | $0 | 0.00% | −2,402−100.0% | 清倉 |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −2,378−100.0% | 清倉 |
| Blue Fin Capital, Inc. | 0 | $0 | 0.00% | −2,375−100.0% | 清倉 |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −2,370−100.0% | 清倉 |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −2,350−100.0% | 清倉 |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −2,327−100.0% | 清倉 |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −2,330−100.0% | 清倉 |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −2,307−100.0% | 清倉 |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −2,303−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,287−100.0% | 清倉 |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −2,235−100.0% | 清倉 |
| Vahanian & Associates Financial Planning Inc. | 0 | $0 | 0.00% | −2,227−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2,212−100.0% | 清倉 |
| Ledyard National Bank | 0 | $0 | 0.00% | −2,179−100.0% | 清倉 |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −2,175−100.0% | 清倉 |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −2,152−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,151−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,137−100.0% | 清倉 |
| SNS Financial Group, LLC | 0 | $0 | 0.00% | −2,107−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −2,099−100.0% | 清倉 |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −2,098−100.0% | 清倉 |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −2,094−100.0% | 清倉 |
| Keel Point, LLC | 0 | $0 | 0.00% | −2,088−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,601−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,553−100.0% | 清倉 |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,276−100.0% | 清倉 |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,153−100.0% | 清倉 |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −1,037−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −730−100.0% | 清倉 |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −521−100.0% | 清倉 |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −342−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −184−100.0% | 清倉 |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |