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 4 季 13F 持有人
Welltower Inc. 在 2022/12/31 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
- 799
- 較 2022 年第 3 季 +36 家
- 持有股數
- 4.71 億
- 較 2022 年第 3 季 +761.1 萬 (+1.6%)
- 總市值
- $308.8 億
- 較 2022 年第 3 季 +$10.8 億 (+3.6%)
- 新進機構
- 100
- 另有 297 家加碼
- 清倉機構
- 64
- 另有 269 家減碼
另有 23 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,193 | $453.6 萬 | 0.06% | −16,500−19.3% | 減碼 |
| Marshall Wace, LLP | 69,045 | $452.6 萬 | 0.01% | −230,935−77.0% | 減碼 |
| ING Groep NV | 68,243 | $447.3 萬 | 0.04% | +68,243 | 新進 |
| Pinnacle Associates Ltd | 67,829 | $444.6 萬 | 0.10% | −10,548−13.5% | 減碼 |
| Texas Permanent School Fund | 67,136 | $440.1 萬 | 0.07% | +1,572+2.4% | 加碼 |
| Verition Fund Management LLC | 66,842 | $438.1 萬 | 0.09% | +57,563+620.4% | 加碼 |
| CIBC Asset Management Inc | 65,985 | $432.5 萬 | 0.02% | +6,591+11.1% | 加碼 |
| Mariner, LLC | 65,458 | $429.0 萬 | 0.01% | +34,371+110.6% | 加碼 |
| Carret Asset Management, LLC | 65,228 | $427.6 萬 | 0.59% | −583−0.9% | 減碼 |
| First Republic Investment Management, Inc. | 63,669 | $417.4 萬 | 0.01% | +14,572+29.7% | 加碼 |
| Advisors Management Group Inc | 61,792 | $405.0 萬 | 1.53% | −270−0.4% | 減碼 |
| Gateway Investment Advisers LLC | 61,454 | $402.8 萬 | 0.05% | +210.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 61,192 | $401.1 萬 | 0.06% | +6,112+11.1% | 加碼 |
| Sarasin & Partners LLP | 60,775 | $398.4 萬 | 0.05% | +3,050+5.3% | 加碼 |
| Factory Mutual Insurance Co | 60,700 | $397.9 萬 | 0.06% | −378,800−86.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 60,252 | $395.0 萬 | 0.20% | −1,250−2.0% | 減碼 |
| Endeavour Capital Advisors Inc | 59,572 | $390.5 萬 | 1.05% | −32,164−35.1% | 減碼 |
| M&T Bank Corp | 58,248 | $381.8 萬 | 0.02% | −3,590−5.8% | 減碼 |
| Xponance, Inc. | 58,248 | $381.8 萬 | 0.06% | +10,913+23.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 58,012 | $380.3 萬 | 0.09% | +15,000+34.9% | 加碼 |
| South Dakota Investment Council | 57,289 | $375.5 萬 | 0.08% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 55,753 | $365.5 萬 | 2.54% | −2,000−3.5% | 減碼 |
| Garland Capital Management Inc | 55,368 | $362.9 萬 | 2.37% | +5,583+11.2% | 加碼 |
| Czech National Bank | 55,309 | $362.6 萬 | 0.10% | +1,466+2.7% | 加碼 |
| Private Asset Management Inc | 53,329 | $349.6 萬 | 0.59% | −1,971−3.6% | 減碼 |
| Janney Montgomery Scott LLC | 52,255 | $342.5 萬 | 0.01% | +53+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 52,029 | $341.1 萬 | 0.01% | −18,381−26.1% | 減碼 |
| Mackenzie Financial Corp | 51,635 | $338.5 萬 | 0.01% | +4,885+10.4% | 加碼 |
| HighTower Advisors, LLC | 50,934 | $334.7 萬 | 0.01% | −12,333−19.5% | 減碼 |
| Windward Capital Management Co | 49,599 | $325.1 萬 | 0.35% | −170−0.3% | 減碼 |
| Walleye Trading LLC | 49,245 | $322.8 萬 | 0.08% | −16,760−25.4% | 減碼 |
| Peapack Gladstone Financial Corp | 48,237 | $316.2 萬 | 0.06% | −812−1.7% | 減碼 |
| Callahan Advisors, LLC | 47,924 | $314.1 萬 | 0.43% | +10,227+27.1% | 加碼 |
| Norinchukin Bank, The | 46,542 | $305.1 萬 | 0.07% | −2,852−5.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 46,262 | $303.2 萬 | 0.02% | −42−0.1% | 減碼 |
| APG Asset Management N.V. | 45,826 | $300.4 萬 | 0.01% | +28,276+161.1% | 加碼 |
| Cetera Advisor Networks LLC | 45,376 | $297.4 萬 | 0.02% | +8,209+22.1% | 加碼 |
| Gotham Asset Management, LLC | 45,334 | $297.2 萬 | 0.08% | +39,630+694.8% | 加碼 |
| Bank of Nova Scotia | 44,934 | $294.5 萬 | 0.01% | −3,985−8.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 44,418 | $291.2 萬 | 0.01% | −39,064−46.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 43,882 | $287.7 萬 | 0.03% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 43,065 | $282.3 萬 | 0.02% | +15,555+56.5% | 加碼 |
| Fifth Third Bancorp | 42,298 | $277.3 萬 | 0.01% | +9,723+29.8% | 加碼 |
| Metropolitan Life Insurance Co | 41,958 | $275.0 萬 | 0.12% | −41−0.1% | 減碼 |
| Tekla Capital Management LLC | 41,484 | $271.9 萬 | 0.10% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 40,976 | $268.6 萬 | 0.03% | −3,778−8.4% | 減碼 |
| Advisors Asset Management, Inc. | 40,596 | $266.1 萬 | 0.05% | +3,012+8.0% | 加碼 |
| Creative Planning | 40,455 | $265.2 萬 | 0.00% | +1,840+4.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 40,146 | $263.2 萬 | 0.43% | −2,988−6.9% | 減碼 |
| Hartford Investment Management Co | 39,968 | $262.0 萬 | 0.08% | −9,909−19.9% | 減碼 |
| Lincluden Management Ltd | 39,882 | $261.4 萬 | 0.31% | 00.0% | 不變 |
| US Bancorp | 39,614 | $259.7 萬 | 0.00% | −4,766−10.7% | 減碼 |
| Securian Asset Management, Inc | 38,845 | $254.6 萬 | 0.07% | +1,144+3.0% | 加碼 |
| Spinnaker Trust | 38,073 | $249.6 萬 | 0.19% | +794+2.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 37,918 | $248.6 萬 | 0.07% | +26,261+225.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 37,486 | $245.7 萬 | 0.00% | −462−1.2% | 減碼 |
| Nicola Wealth Management Ltd. | 37,435 | $244.9 萬 | 0.25% | +9,300+33.1% | 加碼 |
| Maryland State Retirement & Pension System | 37,200 | $243.8 萬 | 0.07% | +37,200 | 新進 |
| Bamco Inc | 37,084 | $243.1 萬 | 0.01% | +15,269+70.0% | 加碼 |
| Vident Investment Advisory, LLC | 36,800 | $241.2 萬 | 0.09% | +1,847+5.3% | 加碼 |
| Kornitzer Capital Management Inc | 36,790 | $241.2 萬 | 0.05% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 36,629 | $240.1 萬 | 0.04% | −6,435−14.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 36,445 | $238.9 萬 | 0.03% | −34,535−48.7% | 減碼 |
| Kentucky Retirement Systems | 36,431 | $238.8 萬 | 0.09% | +159+0.4% | 加碼 |
| Nordea Investment Management AB | 35,984 | $236.1 萬 | 0.00% | −772−2.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 35,871 | $235.1 萬 | 0.08% | +1,775+5.2% | 加碼 |
| Maven Securities LTD | 34,810 | $228.2 萬 | 0.46% | +285+0.8% | 加碼 |
| Boothbay Fund Management, LLC | 34,748 | $227.8 萬 | 0.08% | +30,573+732.3% | 加碼 |
| Andra AP-fonden | 34,500 | $226.1 萬 | 0.07% | −14,500−29.6% | 減碼 |
| National Asset Management, Inc. | 34,421 | $225.6 萬 | 0.06% | −500−1.4% | 減碼 |
| Lockheed Martin Investment Management Co | 34,153 | $223.9 萬 | 0.15% | +3,700+12.1% | 加碼 |
| Impax Asset Management Group plc | 34,060 | $223.3 萬 | 0.01% | −267,152−88.7% | 減碼 |
| Kinneret Advisory, LLC | 32,249 | $211.4 萬 | 0.28% | +28,116+680.3% | 加碼 |
| Prudential PLC | 31,785 | $208.4 萬 | 0.03% | +8,949+39.2% | 加碼 |
| Rainey & Randall Investment Management Inc. | 31,289 | $205.1 萬 | 0.72% | −2,956−8.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 31,089 | $203.8 萬 | 0.01% | +17,585+130.2% | 加碼 |
| Louisiana State Employees Retirement System | 30,500 | $199.9 萬 | 0.05% | +800+2.7% | 加碼 |
| Vontobel Holding Ltd. | 30,679 | $198.9 萬 | 0.02% | +18,507+152.0% | 加碼 |
| United Capital Financial Advisers, LLC | 30,173 | $197.8 萬 | 0.01% | −1,523−4.8% | 減碼 |
| MML Investors Services, LLC | 29,599 | $194.0 萬 | 0.01% | +3,458+13.2% | 加碼 |
| Vestcor Inc | 29,287 | $192.0 萬 | 0.07% | +9,279+46.4% | 加碼 |
| Natixis | 29,160 | $191.1 萬 | 0.01% | −43,066−59.6% | 減碼 |
| Boston Family Office LLC | 28,803 | $188.8 萬 | 0.16% | +1,210+4.4% | 加碼 |
| Squarepoint Ops LLC | 28,735 | $188.4 萬 | 0.01% | −37,255−56.5% | 減碼 |
| DuPont Capital Management Corp | 28,661 | $187.9 萬 | 0.09% | −2,028−6.6% | 減碼 |
| JustInvest LLC | 28,598 | $187.5 萬 | 0.08% | +3,396+13.5% | 加碼 |
| Blair William & Co | 28,508 | $186.9 萬 | 0.01% | +2,006+7.6% | 加碼 |
| Romano Brothers and Company | 28,403 | $186.2 萬 | 0.28% | −300−1.0% | 減碼 |
| Fred Alger Management, LLC | 28,362 | $185.9 萬 | 0.01% | +1,866+7.0% | 加碼 |
| Mercer Global Advisors Inc | 27,717 | $181.7 萬 | 0.01% | +3,278+13.4% | 加碼 |
| Pearl River Capital, LLC | 27,461 | $180.0 萬 | 0.31% | −2,779−9.2% | 減碼 |
| Bayesian Capital Management, LP | 27,200 | $178.3 萬 | 0.26% | +27,200 | 新進 |
| Crossmark Global Holdings, Inc. | 27,000 | $176.9 萬 | 0.04% | +1,179+4.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,760 | $175.4 萬 | 0.26% | −4,558−14.6% | 減碼 |
| Summit Place Financial Advisors, LLC | 26,225 | $171.9 萬 | 1.42% | +1,600+6.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 25,980 | $170.3 萬 | 0.03% | +1,568+6.4% | 加碼 |
| Commerce Bank | 25,828 | $169.3 萬 | 0.01% | −982−3.7% | 減碼 |
| Pensionfund Sabic | 25,259 | $165.6 萬 | 0.54% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 25,174 | $165.0 萬 | 0.00% | −9,247−26.9% | 減碼 |
| Commerzbank Aktiengesellschaft | 24,528 | $160.8 萬 | 0.10% | +9,996+68.8% | 加碼 |