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 3 季 13F 持有人
Welltower Inc. 在 2022/9/30 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
- 786
- 較 2022 年第 2 季 −21 家
- 持有股數
- 4.64 億
- 較 2022 年第 2 季 +982.2 萬 (+2.2%)
- 總市值
- $298.3 億
- 較 2022 年第 2 季 −$75.5 億 (−20.2%)
- 新進機構
- 63
- 另有 323 家加碼
- 清倉機構
- 84
- 另有 241 家減碼
另有 12 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 27,867 | $179.3 萬 | 0.02% | −8,567−23.5% | 減碼 |
| Holocene Advisors, LP | 28,070 | $180.5 萬 | 0.01% | +28,070 | 新進 |
| Nicola Wealth Management Ltd. | 28,135 | $181.0 萬 | 0.20% | −8,370−22.9% | 減碼 |
| Romano Brothers and Company | 28,703 | $184.6 萬 | 0.30% | +28,703 | 新進 |
| Louisiana State Employees Retirement System | 29,700 | $191.0 萬 | 0.06% | +1,000+3.5% | 加碼 |
| Pearl River Capital, LLC | 30,240 | $194.5 萬 | 0.36% | +15,892+110.8% | 加碼 |
| Lockheed Martin Investment Management Co | 30,453 | $195.8 萬 | 0.16% | −5,100−14.3% | 減碼 |
| DuPont Capital Management Corp | 30,689 | $197.4 萬 | 0.12% | −7,423−19.5% | 減碼 |
| Mariner, LLC | 31,087 | $199.9 萬 | 0.01% | +1,583+5.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 31,182 | $200.6 萬 | 0.05% | +2,197+7.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 31,318 | $201.4 萬 | 0.33% | +1,181+3.9% | 加碼 |
| United Capital Financial Advisers, LLC | 31,696 | $203.9 萬 | 0.01% | −1,188−3.6% | 減碼 |
| Achmea Investment Management B.V. | 32,194 | $207.1 萬 | 0.07% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 34,953 | $207.9 萬 | 0.07% | +1,247+3.7% | 加碼 |
| Fifth Third Bancorp | 32,575 | $209.5 萬 | 0.01% | −4,269−11.6% | 減碼 |
| Elo Mutual Pension Insurance Co | 34,096 | $219.3 萬 | 0.08% | −1,160−3.3% | 減碼 |
| Rainey & Randall Investment Management Inc. | 34,245 | $220.3 萬 | 0.85% | +27+0.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 34,421 | $221.4 萬 | 0.00% | −194,161−84.9% | 減碼 |
| Wolverine Asset Management LLC | 34,517 | $222.0 萬 | 0.03% | +21,788+171.2% | 加碼 |
| Maven Securities LTD | 34,525 | $222.1 萬 | 0.10% | +31,299+970.2% | 加碼 |
| National Asset Management, Inc. | 34,921 | $224.6 萬 | 0.07% | +34,921 | 新進 |
| Nordea Investment Management AB | 36,756 | $232.8 萬 | 0.00% | −3,721−9.2% | 減碼 |
| Kentucky Retirement Systems | 36,272 | $233.3 萬 | 0.10% | +2,579+7.7% | 加碼 |
| Tobam | 36,638 | $235.7 萬 | 0.16% | −17,241−32.0% | 減碼 |
| Kornitzer Capital Management Inc | 36,790 | $236.6 萬 | 0.05% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 37,167 | $239.1 萬 | 0.03% | −438−1.2% | 減碼 |
| Spinnaker Trust | 37,279 | $239.8 萬 | 0.20% | +764+2.1% | 加碼 |
| AlphaCrest Capital Management LLC | 37,532 | $241.4 萬 | 0.15% | +21,918+140.4% | 加碼 |
| Advisors Asset Management, Inc. | 37,584 | $241.7 萬 | 0.05% | −7,136−16.0% | 減碼 |
| Securian Asset Management, Inc | 37,701 | $242.5 萬 | 0.07% | −374,497−90.9% | 減碼 |
| Callahan Advisors, LLC | 37,697 | $242.5 萬 | 0.35% | −1,539−3.9% | 減碼 |
| Versor Investments LP | 37,859 | $243.5 萬 | 0.15% | +680+1.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 37,948 | $244.0 萬 | 0.00% | +1,122+3.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 38,454 | $247.3 萬 | 0.05% | +38,454 | 新進 |
| Creative Planning | 38,615 | $248.4 萬 | 0.00% | +10,261+36.2% | 加碼 |
| Mirabella Financial Services LLP | 38,837 | $249.8 萬 | 0.26% | −23,764−38.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 39,730 | $255.6 萬 | 0.02% | −161,858−80.3% | 減碼 |
| Lincluden Management Ltd | 39,882 | $256.5 萬 | 0.33% | +13,265+49.8% | 加碼 |
| Tekla Capital Management LLC | 41,484 | $266.8 萬 | 0.11% | −161,599−79.6% | 減碼 |
| Credit Agricole S A | 41,955 | $269.8 萬 | 0.09% | −41,497−49.7% | 減碼 |
| Metropolitan Life Insurance Co | 41,999 | $270.1 萬 | 0.13% | −5,466−11.5% | 減碼 |
| Redpoint Investment Management Pty Ltd | 42,012 | $270.2 萬 | 0.40% | +908+2.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 43,012 | $276.7 萬 | 0.07% | 00.0% | 不變 |
| Liberty Mutual Group Asset Management Inc. | 43,033 | $276.8 萬 | 0.83% | −33,091−43.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 43,064 | $276.9 萬 | 0.05% | +1,604+3.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 43,134 | $277.4 萬 | 0.53% | −9,542−18.1% | 減碼 |
| Benson Investment Management Company, Inc. | 43,668 | $280.9 萬 | 1.98% | +43,668 | 新進 |
| Teachers Retirement System of the State of Kentucky | 43,882 | $282.2 萬 | 0.03% | +43,882 | 新進 |
| US Bancorp | 44,380 | $285.3 萬 | 0.01% | −150−0.3% | 減碼 |
| British Columbia Investment Management Corp | 44,754 | $287.9 萬 | 0.03% | −7,126−13.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 46,304 | $297.8 萬 | 0.02% | +3,467+8.1% | 加碼 |
| Mackenzie Financial Corp | 46,750 | $300.7 萬 | 0.01% | +1,883+4.2% | 加碼 |
| Xponance, Inc. | 47,335 | $304.5 萬 | 0.06% | +8,511+21.9% | 加碼 |
| Bank of Nova Scotia | 48,919 | $314.7 萬 | 0.01% | +1,954+4.2% | 加碼 |
| Andra AP-fonden | 49,000 | $315.2 萬 | 0.10% | +21,300+76.9% | 加碼 |
| Peapack Gladstone Financial Corp | 49,049 | $315.5 萬 | 0.06% | +5,054+11.5% | 加碼 |
| First Republic Investment Management, Inc. | 49,097 | $315.8 萬 | 0.01% | +2,582+5.6% | 加碼 |
| Norinchukin Bank, The | 49,394 | $317.7 萬 | 0.06% | +6,915+16.3% | 加碼 |
| Windward Capital Management Co | 49,769 | $320.1 萬 | 0.36% | +340+0.7% | 加碼 |
| Garland Capital Management Inc | 49,785 | $320.2 萬 | 2.79% | +590+1.2% | 加碼 |
| Hartford Investment Management Co | 49,877 | $320.8 萬 | 0.10% | +490+1.0% | 加碼 |
| Janney Montgomery Scott LLC | 52,202 | $335.8 萬 | 0.01% | +46+0.1% | 加碼 |
| Czech National Bank | 53,843 | $346.3 萬 | 0.10% | +53,843 | 新進 |
| Oppenheimer Asset Management Inc. | 55,080 | $354.3 萬 | 0.06% | +6,963+14.5% | 加碼 |
| Private Asset Management Inc | 55,300 | $355.7 萬 | 0.63% | −2,169−3.8% | 減碼 |
| South Dakota Investment Council | 57,289 | $368.5 萬 | 0.09% | 00.0% | 不變 |
| Sarasin & Partners LLP | 57,725 | $371.3 萬 | 0.05% | +1,298+2.3% | 加碼 |
| Pensionfund DSM Netherlands | 57,753 | $371.5 萬 | 2.68% | 00.0% | 不變 |
| Highland Capital Management, LLC | 57,900 | $372.4 萬 | 0.29% | −150−0.3% | 減碼 |
| CIBC Asset Management Inc | 59,394 | $382.0 萬 | 0.02% | +7,117+13.6% | 加碼 |
| Gateway Investment Advisers LLC | 61,433 | $395.1 萬 | 0.05% | +15,713+34.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 61,502 | $395.6 萬 | 0.22% | −4,055−6.2% | 減碼 |
| M&T Bank Corp | 61,838 | $397.7 萬 | 0.02% | −1,348−2.1% | 減碼 |
| Advisors Management Group Inc | 62,062 | $399.2 萬 | 1.59% | −672−1.1% | 減碼 |
| HighTower Advisors, LLC | 63,267 | $406.7 萬 | 0.01% | +413+0.7% | 加碼 |
| Teacher Retirement System of Texas | 64,805 | $416.8 萬 | 0.03% | −3,872−5.6% | 減碼 |
| Texas Permanent School Fund | 65,564 | $421.7 萬 | 0.07% | +5,602+9.3% | 加碼 |
| Carret Asset Management, LLC | 65,811 | $423.3 萬 | 0.63% | −150−0.2% | 減碼 |
| Squarepoint Ops LLC | 65,990 | $424.4 萬 | 0.04% | +28,427+75.7% | 加碼 |
| Walleye Trading LLC | 66,005 | $424.5 萬 | 0.14% | −57,001−46.3% | 減碼 |
| Los Angeles Capital Management LLC | 66,623 | $428.5 萬 | 0.02% | +52,916+386.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,777 | $435.9 萬 | 0.04% | +1,679+2.5% | 加碼 |
| Ossiam | 69,479 | $446.9 萬 | 0.13% | +6,014+9.5% | 加碼 |
| KBC Group NV | 70,270 | $452.0 萬 | 0.02% | −46,837−40.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 70,410 | $452.7 萬 | 0.01% | +10,131+16.8% | 加碼 |
| Captrust Financial Advisors | 70,661 | $454.5 萬 | 0.03% | +70,661 | 新進 |
| Oregon Public Employees Retirement Fund | 70,980 | $456.5 萬 | 0.06% | +120+0.2% | 加碼 |
| Duality Advisers, LP | 71,167 | $457.7 萬 | 0.50% | +41,670+141.3% | 加碼 |
| Natixis | 72,226 | $464.5 萬 | 0.02% | −120,963−62.6% | 減碼 |
| Ashfield Capital Partners, LLC | 72,677 | $467.5 萬 | 0.39% | −2,437−3.2% | 減碼 |
| Walleye Capital LLC | 73,841 | $474.9 萬 | 0.11% | +19,599+36.1% | 加碼 |
| State of Tennessee, Treasury Department | 73,950 | $475.6 萬 | 0.02% | −32,773−30.7% | 減碼 |
| PEAK6 Investments LLC | 75,405 | $485.0 萬 | 0.18% | +39,520+110.1% | 加碼 |
| IFM Investors Pty Ltd | 76,326 | $490.9 萬 | 0.09% | +2,027+2.7% | 加碼 |
| Rockefeller Capital Management L.P. | 77,035 | $495.3 萬 | 0.03% | +11,195+17.0% | 加碼 |
| Pinnacle Associates Ltd | 78,377 | $504.1 萬 | 0.12% | −5,257−6.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 79,316 | $510.2 萬 | 0.03% | +7,974+11.2% | 加碼 |
| Comerica Bank | 90,473 | $520.3 萬 | 0.04% | +9,802+12.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 82,141 | $528.3 萬 | 0.10% | +11,825+16.8% | 加碼 |
| TCW Group Inc | 82,372 | $529.8 萬 | 0.08% | +2,926+3.7% | 加碼 |