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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 70,860 | $583.5 萬 | 0.09% | +35,760+101.9% | 加碼 |
| Teacher Retirement System of Texas | 68,677 | $565.6 萬 | 0.04% | −21,126−23.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,098 | $544.3 萬 | 0.06% | +7,857+13.5% | 加碼 |
| Carret Asset Management, LLC | 65,961 | $543.2 萬 | 0.75% | −7,620−10.4% | 減碼 |
| Rockefeller Capital Management L.P. | 65,840 | $542.1 萬 | 0.03% | +40,792+162.9% | 加碼 |
| Azimuth Capital Investment Management LLC | 65,557 | $539.9 萬 | 0.27% | +65,557 | 新進 |
| Ossiam | 63,465 | $522.6 萬 | 0.16% | +38,173+150.9% | 加碼 |
| M&T Bank Corp | 63,186 | $519.4 萬 | 0.02% | +15,639+32.9% | 加碼 |
| HighTower Advisors, LLC | 62,854 | $516.7 萬 | 0.01% | −7,796−11.0% | 減碼 |
| Advisors Management Group Inc | 62,734 | $516.6 萬 | 1.81% | −523−0.8% | 減碼 |
| Mirabella Financial Services LLP | 62,601 | $515.5 萬 | 0.51% | +62,601 | 新進 |
| Susquehanna International Group, LLP | 62,557 | $515.2 萬 | 0.01% | −50,938−44.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 60,279 | $496.3 萬 | 0.01% | −81,328−57.4% | 減碼 |
| Texas Permanent School Fund | 59,962 | $493.8 萬 | 0.08% | +3,503+6.2% | 加碼 |
| Illinois Municipal Retirement Fund | 59,265 | $488.0 萬 | 0.11% | +52,822+819.8% | 加碼 |
| Highland Capital Management, LLC | 58,050 | $478.0 萬 | 0.34% | +40+0.1% | 加碼 |
| Pensionfund DSM Netherlands | 57,753 | $475.6 萬 | 3.01% | −4,000−6.5% | 減碼 |
| Private Asset Management Inc | 57,469 | $473.3 萬 | 0.77% | +80+0.1% | 加碼 |
| South Dakota Investment Council | 57,289 | $471.8 萬 | 0.11% | 00.0% | 不變 |
| Sarasin & Partners LLP | 56,427 | $464.7 萬 | 0.06% | +185+0.3% | 加碼 |
| APG Asset Management N.V. | 56,950 | $448.6 萬 | 0.01% | +26,500+87.0% | 加碼 |
| Walleye Capital LLC | 54,242 | $446.7 萬 | 0.13% | −106,134−66.2% | 減碼 |
| Tobam | 53,879 | $443.7 萬 | 0.28% | +51,695+2,367.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 52,676 | $433.8 萬 | 0.81% | −2,003−3.7% | 減碼 |
| Janney Montgomery Scott LLC | 52,156 | $432.3 萬 | 0.02% | −2,822−5.1% | 減碼 |
| CIBC Asset Management Inc | 52,277 | $430.5 萬 | 0.02% | −2,272−4.2% | 減碼 |
| British Columbia Investment Management Corp | 51,880 | $427.2 萬 | 0.04% | −15,316−22.8% | 減碼 |
| Windward Capital Management Co | 49,429 | $407.0 萬 | 0.44% | +306+0.6% | 加碼 |
| Hartford Investment Management Co | 49,387 | $406.7 萬 | 0.13% | +734+1.5% | 加碼 |
| Garland Capital Management Inc | 49,195 | $405.1 萬 | 3.02% | −550−1.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 48,117 | $396.2 萬 | 0.07% | −3,040−5.9% | 減碼 |
| Metropolitan Life Insurance Co | 47,465 | $390.9 萬 | 0.17% | −4,900−9.4% | 減碼 |
| Bank of Nova Scotia | 46,965 | $386.8 萬 | 0.01% | −17,762−27.4% | 減碼 |
| First Republic Investment Management, Inc. | 46,515 | $383.1 萬 | 0.01% | −1,072−2.3% | 減碼 |
| Gateway Investment Advisers LLC | 45,720 | $376.5 萬 | 0.04% | +277+0.6% | 加碼 |
| Mackenzie Financial Corp | 44,867 | $369.5 萬 | 0.01% | +4,251+10.5% | 加碼 |
| Advisors Asset Management, Inc. | 44,720 | $368.3 萬 | 0.07% | +44,720 | 新進 |
| US Bancorp | 44,530 | $366.7 萬 | 0.01% | +411+0.9% | 加碼 |
| Peapack Gladstone Financial Corp | 43,995 | $362.3 萬 | 0.08% | −1,223−2.7% | 減碼 |
| Presima Inc. | 43,850 | $361.1 萬 | 0.89% | −183,100−80.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 43,012 | $354.2 萬 | 0.08% | +10,000+30.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 42,837 | $352.8 萬 | 0.02% | +3,257+8.2% | 加碼 |
| Norinchukin Bank, The | 42,479 | $349.8 萬 | 0.07% | −8,697−17.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 41,460 | $341.4 萬 | 0.06% | +4,532+12.3% | 加碼 |
| Redpoint Investment Management Pty Ltd | 41,104 | $338.5 萬 | 0.40% | −1,372−3.2% | 減碼 |
| Nordea Investment Management AB | 40,477 | $336.1 萬 | 0.00% | +3,789+10.3% | 加碼 |
| Bamco Inc | 39,257 | $323.3 萬 | 0.01% | −500−1.3% | 減碼 |
| Callahan Advisors, LLC | 39,236 | $323.1 萬 | 0.43% | +473+1.2% | 加碼 |
| Xponance, Inc. | 38,824 | $319.7 萬 | 0.06% | +9,299+31.5% | 加碼 |
| DuPont Capital Management Corp | 38,112 | $313.9 萬 | 0.15% | +728+1.9% | 加碼 |
| Cetera Advisor Networks LLC | 37,605 | $309.7 萬 | 0.04% | −605−1.6% | 減碼 |
| Squarepoint Ops LLC | 37,563 | $309.3 萬 | 0.03% | −11,905−24.1% | 減碼 |
| SG Americas Securities, LLC | 37,431 | $308.2 萬 | 0.04% | +14,750+65.0% | 加碼 |
| Versor Investments LP | 37,179 | $306.2 萬 | 0.12% | +31,679+576.0% | 加碼 |
| B. Riley Wealth Management, Inc. | 36,985 | $304.6 萬 | 0.29% | −27,699−42.8% | 減碼 |
| Fifth Third Bancorp | 36,844 | $303.4 萬 | 0.01% | −625−1.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 36,826 | $303.2 萬 | 0.01% | −3,227−8.1% | 減碼 |
| Kornitzer Capital Management Inc | 36,790 | $303.0 萬 | 0.06% | 00.0% | 不變 |
| Nicola Wealth Management Ltd. | 36,505 | $300.9 萬 | 0.29% | +36,505 | 新進 |
| Spinnaker Trust | 36,515 | $300.7 萬 | 0.23% | −275−0.7% | 減碼 |
| Private Advisor Group, LLC | 36,434 | $300.0 萬 | 0.03% | −1,944−5.1% | 減碼 |
| PEAK6 Investments LLC | 35,885 | $295.5 萬 | 0.07% | +35,885 | 新進 |
| Lockheed Martin Investment Management Co | 35,553 | $292.7 萬 | 0.20% | −12,560−26.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 35,256 | $290.3 萬 | 0.10% | +1,022+3.0% | 加碼 |
| Maryland State Retirement & Pension System | 34,989 | $288.1 萬 | 0.09% | +1,570+4.7% | 加碼 |
| Rainey & Randall Investment Management Inc. | 34,218 | $281.8 萬 | 1.11% | −1,106−3.1% | 減碼 |
| Kentucky Retirement Systems | 33,693 | $277.5 萬 | 0.12% | +5,948+21.4% | 加碼 |
| Vident Investment Advisory, LLC | 33,706 | $276.8 萬 | 0.08% | −344−1.0% | 減碼 |
| Endeavour Capital Advisors Inc | 33,610 | $276.8 萬 | 0.53% | +33,610 | 新進 |
| Shell Asset Management Co | 33,424 | $275.2 萬 | 0.08% | +3,612+12.1% | 加碼 |
| United Capital Financial Advisers, LLC | 32,884 | $270.8 萬 | 0.01% | −50.0% | 減碼 |
| Vontobel Holding Ltd. | 32,049 | $266.7 萬 | 0.03% | +10,372+47.8% | 加碼 |
| Achmea Investment Management B.V. | 32,194 | $265.1 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 30,137 | $248.2 萬 | 0.40% | +3,142+11.6% | 加碼 |
| Natixis Investment Managers International | 30,109 | $247.9 萬 | 0.05% | +19,099+173.5% | 加碼 |
| Oppenheimer & Co Inc | 30,054 | $247.5 萬 | 0.05% | +2,145+7.7% | 加碼 |
| Baird Financial Group, Inc. | 29,926 | $246.5 萬 | 0.01% | −1,168−3.8% | 減碼 |
| Mariner, LLC | 29,504 | $242.9 萬 | 0.01% | +2,409+8.9% | 加碼 |
| Duality Advisers, LP | 29,497 | $242.9 萬 | 0.24% | +29,497 | 新進 |
| Allstate Corp | 29,363 | $241.8 萬 | 0.07% | +2,978+11.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 28,985 | $238.7 萬 | 0.06% | −1,387−4.6% | 減碼 |
| Louisiana State Employees Retirement System | 28,700 | $235.7 萬 | 0.06% | +1,200+4.4% | 加碼 |
| Commerce Bank | 28,412 | $233.9 萬 | 0.02% | +866+3.1% | 加碼 |
| Creative Planning | 28,354 | $233.5 萬 | 0.00% | +1,048+3.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,080 | $231.3 萬 | 0.05% | −98,605−77.8% | 減碼 |
| Mercer Global Advisors Inc | 27,903 | $229.8 萬 | 0.01% | −2,516−8.3% | 減碼 |
| Andra AP-fonden | 27,700 | $228.1 萬 | 0.07% | +27,700 | 新進 |
| O'Shaughnessy Asset Management, LLC | 26,977 | $222.2 萬 | 0.04% | +1,546+6.1% | 加碼 |
| Seeyond | 26,656 | $219.5 萬 | 0.25% | +3,993+17.6% | 加碼 |
| Lincluden Management Ltd | 26,617 | $219.2 萬 | 0.24% | −3,870−12.7% | 減碼 |
| Blair William & Co | 26,340 | $216.9 萬 | 0.01% | +226+0.9% | 加碼 |
| Pensionfund Sabic | 26,259 | $216.2 萬 | 0.69% | −2,000−7.1% | 減碼 |
| JustInvest LLC | 25,616 | $210.9 萬 | 0.10% | +4,216+19.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 25,360 | $208.8 萬 | 0.05% | +890+3.6% | 加碼 |
| Boston Family Office LLC | 24,796 | $204.2 萬 | 0.17% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 24,398 | $200.9 萬 | 0.01% | −4,553−15.7% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 24,553 | $200.7 萬 | 0.08% | +477+2.0% | 加碼 |
| OPSEU Pension Plan Trust Fund | 24,091 | $199.2 萬 | 0.50% | +4,643+23.9% | 加碼 |
| New Mexico Educational Retirement Board | 24,148 | $198.9 萬 | 0.10% | −1,200−4.7% | 減碼 |
| MML Investors Services, LLC | 23,819 | $196.1 萬 | 0.01% | −350−1.4% | 減碼 |