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。
2023 年第 1 季 13F 持有人
Welltower Inc. 在 2023/3/31 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
- 776
- 較 2022 年第 4 季 −3 家
- 持有股數
- 4.82 億
- 較 2022 年第 4 季 +1,180 萬 (+2.5%)
- 總市值
- $344.6 億
- 較 2022 年第 4 季 +$36.4 億 (+11.8%)
- 新進機構
- 68
- 另有 283 家加碼
- 清倉機構
- 71
- 另有 263 家減碼
另有 20 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 77,257,791 | $55.4 億 | 0.14% | +1,566,906+2.1% | 加碼 |
| BlackRock Inc. | 50,479,230 | $36.2 億 | 0.11% | +604,570+1.2% | 加碼 |
| Cohen & Steers, Inc. | 44,309,120 | $31.8 億 | 6.86% | −3,215,872−6.8% | 減碼 |
| State Street Corp | 30,809,919 | $22.1 億 | 0.12% | −278,038−0.9% | 減碼 |
| Wellington Management Group LLP | 23,439,628 | $16.8 億 | 0.33% | −631,827−2.6% | 減碼 |
| Norges Bank | 17,617,550 | $12.6 億 | 0.28% | +762,777+4.5% | 加碼 |
| FMR LLC | 16,377,726 | $11.7 億 | 0.11% | +567,977+3.6% | 加碼 |
| Capital International Investors | 14,575,066 | $10.4 億 | 0.27% | +11,102,865+319.8% | 加碼 |
| Geode Capital Management, LLC | 10,792,006 | $7.72 億 | 0.10% | +237,800+2.3% | 加碼 |
| Principal Financial Group Inc | 10,361,169 | $7.43 億 | 0.53% | +129,026+1.3% | 加碼 |
| Daiwa Securities Group Inc. | 9,869,551 | $7.08 億 | 4.92% | −340,321−3.3% | 減碼 |
| Dimensional Fund Advisors LP | 6,787,463 | $4.87 億 | 0.16% | +455,626+7.2% | 加碼 |
| Invesco Ltd. | 6,608,664 | $4.74 億 | 0.13% | +2,043,465+44.8% | 加碼 |
| Northern Trust Corp | 6,551,571 | $4.70 億 | 0.09% | −26,696−0.4% | 減碼 |
| Morgan Stanley | 6,355,303 | $4.56 億 | 0.05% | −112,592−1.7% | 減碼 |
| Legal & General Group Plc | 6,236,482 | $4.47 億 | 0.16% | +385,267+6.6% | 加碼 |
| Price T Rowe Associates Inc | 6,088,437 | $4.36 億 | 0.07% | +578,863+10.5% | 加碼 |
| JPMorgan Chase & Co | 5,023,673 | $3.60 億 | 0.05% | +106,981+2.2% | 加碼 |
| Deutsche Bank AG | 4,927,021 | $3.53 億 | 0.20% | +3,991,041+426.4% | 加碼 |
| Charles Schwab Investment Management Inc | 4,858,202 | $3.48 億 | 0.11% | +66,600+1.4% | 加碼 |
| Centersquare Investment Management LLC | 4,843,841 | $3.47 億 | 4.15% | +96,674+2.0% | 加碼 |
| Resolution Capital Ltd | 4,709,186 | $3.38 億 | 5.73% | −626,453−11.7% | 減碼 |
| UBS Asset Management Americas Inc | 4,534,026 | $3.25 億 | 0.16% | +52,462+1.2% | 加碼 |
| Nuveen Asset Management, LLC | 4,069,391 | $2.92 億 | 0.11% | −140,386−3.3% | 減碼 |
| Bank of New York Mellon Corp | 4,063,607 | $2.91 億 | 0.06% | −130,535−3.1% | 減碼 |
| Russell Investments Group, Ltd. | 3,339,433 | $2.39 億 | 0.47% | +1,177,163+54.4% | 加碼 |
| Prudential Financial Inc | 3,124,125 | $2.24 億 | 0.35% | −392,902−11.2% | 減碼 |
| Bank of America Corp | 3,112,672 | $2.23 億 | 0.03% | +442,287+16.6% | 加碼 |
| Boston Partners | 2,882,811 | $2.07 億 | 0.28% | −363,577−11.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,738,205 | $1.96 億 | 0.15% | −261,354−8.7% | 減碼 |
| PGGM Investments | 2,685,510 | $1.93 億 | 3.24% | −38,074−1.4% | 減碼 |
| Amundi | 2,579,715 | $1.83 億 | 0.10% | −165,194−6.0% | 減碼 |
| Duff & Phelps Investment Management Co | 2,365,012 | $1.70 億 | 2.06% | −62,325−2.6% | 減碼 |
| Ameriprise Financial Inc | 2,307,016 | $1.64 億 | 0.05% | −260,975−10.2% | 減碼 |
| Voya Investment Management LLC | 1,934,777 | $1.39 億 | 0.15% | +1,093,782+130.1% | 加碼 |
| Goldman Sachs Group Inc | 1,882,367 | $1.35 億 | 0.04% | +96,306+5.4% | 加碼 |
| Swiss National Bank | 1,875,200 | $1.34 億 | 0.09% | −8,100−0.4% | 減碼 |
| SEI Investments Co | 1,853,106 | $1.33 億 | 0.25% | −75,745−3.9% | 減碼 |
| Janus Henderson Group PLC | 1,779,085 | $1.27 億 | 0.08% | +61,887+3.6% | 加碼 |
| Heitman Real Estate Securities LLC | 1,617,742 | $1.16 億 | 5.83% | +18,741+1.2% | 加碼 |
| Macquarie Group Ltd | 1,667,230 | $1.13 億 | 0.13% | +2,576+0.2% | 加碼 |
| Canada Pension Plan Investment Board | 1,360,806 | $9,756 萬 | 0.15% | −22,324−1.6% | 減碼 |
| Lasalle Investment Management Securities LLC | 1,202,324 | $8,620 萬 | 3.42% | −213,044−15.1% | 減碼 |
| Pictet Asset Management SA | 1,193,828 | $8,559 萬 | 0.11% | −166,963−12.3% | 減碼 |
| Credit Suisse AG | 1,192,074 | $8,546 萬 | 0.09% | +16,589+1.4% | 加碼 |
| Adelante Capital Management LLC | 1,191,961 | $8,545 萬 | 7.47% | −55,298−4.4% | 減碼 |
| HSBC Holdings PLC | 1,172,194 | $8,398 萬 | 0.11% | −285,601−19.6% | 減碼 |
| Alliancebernstein L.P. | 1,150,878 | $8,251 萬 | 0.04% | −57,979−4.8% | 減碼 |
| Wells Fargo & Company | 1,121,350 | $8,039 萬 | 0.02% | −93,920−7.7% | 減碼 |
| Neuberger Berman Group LLC | 1,085,914 | $7,784 萬 | 0.07% | −103,602−8.7% | 減碼 |
| Schroder Investment Management Group | 1,044,463 | $7,488 萬 | 0.11% | +149,978+16.8% | 加碼 |
| Aew Capital Management L P | 987,729 | $7,081 萬 | 2.65% | −16,270−1.6% | 減碼 |
| Standard Life Aberdeen plc | 970,565 | $6,958 萬 | 0.17% | +124,790+14.8% | 加碼 |
| Rhumbline Advisers | 940,301 | $6,741 萬 | 0.08% | +15,523+1.7% | 加碼 |
| Asset Management One Co.,Ltd. | 932,930 | $6,688 萬 | 0.30% | +820+0.1% | 加碼 |
| California Public Employees Retirement System | 911,267 | $6,533 萬 | 0.06% | −132,537−12.7% | 減碼 |
| Royal Bank of Canada | 875,438 | $6,276 萬 | 0.02% | −108,964−11.1% | 減碼 |
| FIL Ltd | 870,703 | $6,242 萬 | 0.07% | −79,808−8.4% | 減碼 |
| Public Employees Retirement System of Ohio | 867,531 | $6,219 萬 | 0.26% | +61,264+7.6% | 加碼 |
| National Pension Service | 856,779 | $6,079 萬 | 0.11% | +32,420+3.9% | 加碼 |
| Epoch Investment Partners, Inc. | 797,962 | $5,721 萬 | 0.34% | −10,729−1.3% | 減碼 |
| California State Teachers Retirement System | 780,991 | $5,599 萬 | 0.08% | +3,026+0.4% | 加碼 |
| Zimmer Partners, LP | 775,000 | $5,556 萬 | 1.14% | −3,056,712−79.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 738,785 | $5,296 萬 | 0.13% | +174,314+30.9% | 加碼 |
| Great West Life Assurance Co | 728,478 | $5,226 萬 | 0.13% | +51,742+7.6% | 加碼 |
| Waterfront Capital Partners, LLC | 704,267 | $5,049 萬 | 3.82% | −260,732−27.0% | 減碼 |
| Cbre Clarion Securities LLC | 683,130 | $4,897 萬 | 0.86% | +56,250+9.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 673,106 | $4,825 萬 | 0.11% | +192,500+40.1% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 671,589 | $4,815 萬 | 1.29% | +75,000+12.6% | 加碼 |
| Aviva PLC | 655,059 | $4,696 萬 | 0.21% | −1,867−0.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 631,673 | $4,528 萬 | 0.11% | +53,410+9.2% | 加碼 |
| STRS Ohio | 626,486 | $4,491 萬 | 0.19% | −643,155−50.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 622,360 | $4,462 萬 | 0.16% | +37,555+6.4% | 加碼 |
| Nomura Asset Management Co Ltd | 614,874 | $4,408 萬 | 0.23% | +19,402+3.3% | 加碼 |
| Citigroup Inc | 595,555 | $4,270 萬 | 0.06% | +121,350+25.6% | 加碼 |
| CORDA Investment Management, LLC. | 584,777 | $4,192 萬 | 3.35% | −8,970−1.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 549,006 | $3,936 萬 | 0.14% | −60,185−9.9% | 減碼 |
| American Century Companies Inc | 535,271 | $3,837 萬 | 0.03% | +158,196+42.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 528,688 | $3,790 萬 | 0.09% | 00.0% | 不變 |
| New York State Common Retirement Fund | 518,183 | $3,715 萬 | 0.05% | −15,898−3.0% | 減碼 |
| Millennium Management LLC | 507,077 | $3,635 萬 | 0.04% | +271,096+114.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 498,221 | $3,572 萬 | 0.08% | −15,040−2.9% | 減碼 |
| Bamco Inc | 491,537 | $3,524 萬 | 0.11% | +454,453+1,225.5% | 加碼 |
| State of Wisconsin Investment Board | 477,756 | $3,425 萬 | 0.10% | +137,094+40.2% | 加碼 |
| AXA S.A. | 476,270 | $3,414 萬 | 0.12% | +34,459+7.8% | 加碼 |
| New York State Teachers Retirement System | 466,350 | $3,343 萬 | 0.08% | +2,314+0.5% | 加碼 |
| Barclays PLC | 429,126 | $3,076 萬 | 0.03% | −510,680−54.3% | 減碼 |
| Uniplan Investment Counsel, Inc. | 428,609 | $3,073 萬 | 2.17% | −3,026−0.7% | 減碼 |
| Retirement Systems of Alabama | 427,268 | $3,063 萬 | 0.13% | −6,892−1.6% | 減碼 |
| Korea Investment CORP | 426,449 | $3,057 萬 | 0.09% | +62,506+17.2% | 加碼 |
| UBS Group AG | 411,803 | $2,952 萬 | 0.01% | −296,519−41.9% | 減碼 |
| Cambiar Investors LLC | 388,785 | $2,787 萬 | 1.20% | −17,889−4.4% | 減碼 |
| B&I Capital AG | 385,100 | $2,761 萬 | 9.15% | +70,910+22.6% | 加碼 |
| Franklin Resources Inc | 378,304 | $2,712 萬 | 0.01% | +40,092+11.9% | 加碼 |
| Westpac Banking Corp | 374,914 | $2,688 萬 | 0.36% | +164,900+78.5% | 加碼 |
| Envestnet Asset Management Inc | 374,640 | $2,686 萬 | 0.01% | +12,330+3.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 374,504 | $2,685 萬 | 0.02% | +4,677+1.3% | 加碼 |
| Bank of Montreal | 360,658 | $2,669 萬 | 0.02% | −42,602−10.6% | 減碼 |
| State of Alaska, Department of Revenue | 355,911 | $2,551 萬 | 0.30% | +5,320+1.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 358,406 | $2,533 萬 | 0.06% | +10,511+3.0% | 加碼 |