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 |
|---|---|---|---|---|---|
| Citigroup Inc | 595,555 | $4,270 萬 | 0.06% | +121,350+25.6% | 加碼 |
| Nomura Asset Management Co Ltd | 614,874 | $4,408 萬 | 0.23% | +19,402+3.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 622,360 | $4,462 萬 | 0.16% | +37,555+6.4% | 加碼 |
| STRS Ohio | 626,486 | $4,491 萬 | 0.19% | −643,155−50.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 631,673 | $4,528 萬 | 0.11% | +53,410+9.2% | 加碼 |
| Aviva PLC | 655,059 | $4,696 萬 | 0.21% | −1,867−0.3% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 671,589 | $4,815 萬 | 1.29% | +75,000+12.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 673,106 | $4,825 萬 | 0.11% | +192,500+40.1% | 加碼 |
| Cbre Clarion Securities LLC | 683,130 | $4,897 萬 | 0.86% | +56,250+9.0% | 加碼 |
| Waterfront Capital Partners, LLC | 704,267 | $5,049 萬 | 3.82% | −260,732−27.0% | 減碼 |
| Great West Life Assurance Co | 728,478 | $5,226 萬 | 0.13% | +51,742+7.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 738,785 | $5,296 萬 | 0.13% | +174,314+30.9% | 加碼 |
| Zimmer Partners, LP | 775,000 | $5,556 萬 | 1.14% | −3,056,712−79.8% | 減碼 |
| California State Teachers Retirement System | 780,991 | $5,599 萬 | 0.08% | +3,026+0.4% | 加碼 |
| Epoch Investment Partners, Inc. | 797,962 | $5,721 萬 | 0.34% | −10,729−1.3% | 減碼 |
| National Pension Service | 856,779 | $6,079 萬 | 0.11% | +32,420+3.9% | 加碼 |
| Public Employees Retirement System of Ohio | 867,531 | $6,219 萬 | 0.26% | +61,264+7.6% | 加碼 |
| FIL Ltd | 870,703 | $6,242 萬 | 0.07% | −79,808−8.4% | 減碼 |
| Royal Bank of Canada | 875,438 | $6,276 萬 | 0.02% | −108,964−11.1% | 減碼 |
| California Public Employees Retirement System | 911,267 | $6,533 萬 | 0.06% | −132,537−12.7% | 減碼 |
| Asset Management One Co.,Ltd. | 932,930 | $6,688 萬 | 0.30% | +820+0.1% | 加碼 |
| Rhumbline Advisers | 940,301 | $6,741 萬 | 0.08% | +15,523+1.7% | 加碼 |
| Standard Life Aberdeen plc | 970,565 | $6,958 萬 | 0.17% | +124,790+14.8% | 加碼 |
| Aew Capital Management L P | 987,729 | $7,081 萬 | 2.65% | −16,270−1.6% | 減碼 |
| Schroder Investment Management Group | 1,044,463 | $7,488 萬 | 0.11% | +149,978+16.8% | 加碼 |
| Neuberger Berman Group LLC | 1,085,914 | $7,784 萬 | 0.07% | −103,602−8.7% | 減碼 |
| Wells Fargo & Company | 1,121,350 | $8,039 萬 | 0.02% | −93,920−7.7% | 減碼 |
| Alliancebernstein L.P. | 1,150,878 | $8,251 萬 | 0.04% | −57,979−4.8% | 減碼 |
| HSBC Holdings PLC | 1,172,194 | $8,398 萬 | 0.11% | −285,601−19.6% | 減碼 |
| Adelante Capital Management LLC | 1,191,961 | $8,545 萬 | 7.47% | −55,298−4.4% | 減碼 |
| Credit Suisse AG | 1,192,074 | $8,546 萬 | 0.09% | +16,589+1.4% | 加碼 |
| Pictet Asset Management SA | 1,193,828 | $8,559 萬 | 0.11% | −166,963−12.3% | 減碼 |
| Lasalle Investment Management Securities LLC | 1,202,324 | $8,620 萬 | 3.42% | −213,044−15.1% | 減碼 |
| Canada Pension Plan Investment Board | 1,360,806 | $9,756 萬 | 0.15% | −22,324−1.6% | 減碼 |
| Macquarie Group Ltd | 1,667,230 | $1.13 億 | 0.13% | +2,576+0.2% | 加碼 |
| Heitman Real Estate Securities LLC | 1,617,742 | $1.16 億 | 5.83% | +18,741+1.2% | 加碼 |
| Janus Henderson Group PLC | 1,779,085 | $1.27 億 | 0.08% | +61,887+3.6% | 加碼 |
| SEI Investments Co | 1,853,106 | $1.33 億 | 0.25% | −75,745−3.9% | 減碼 |
| Swiss National Bank | 1,875,200 | $1.34 億 | 0.09% | −8,100−0.4% | 減碼 |
| Goldman Sachs Group Inc | 1,882,367 | $1.35 億 | 0.04% | +96,306+5.4% | 加碼 |
| Voya Investment Management LLC | 1,934,777 | $1.39 億 | 0.15% | +1,093,782+130.1% | 加碼 |
| Ameriprise Financial Inc | 2,307,016 | $1.64 億 | 0.05% | −260,975−10.2% | 減碼 |
| Duff & Phelps Investment Management Co | 2,365,012 | $1.70 億 | 2.06% | −62,325−2.6% | 減碼 |
| Amundi | 2,579,715 | $1.83 億 | 0.10% | −165,194−6.0% | 減碼 |
| PGGM Investments | 2,685,510 | $1.93 億 | 3.24% | −38,074−1.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,738,205 | $1.96 億 | 0.15% | −261,354−8.7% | 減碼 |
| Boston Partners | 2,882,811 | $2.07 億 | 0.28% | −363,577−11.2% | 減碼 |
| Bank of America Corp | 3,112,672 | $2.23 億 | 0.03% | +442,287+16.6% | 加碼 |
| Prudential Financial Inc | 3,124,125 | $2.24 億 | 0.35% | −392,902−11.2% | 減碼 |
| Russell Investments Group, Ltd. | 3,339,433 | $2.39 億 | 0.47% | +1,177,163+54.4% | 加碼 |
| Bank of New York Mellon Corp | 4,063,607 | $2.91 億 | 0.06% | −130,535−3.1% | 減碼 |
| Nuveen Asset Management, LLC | 4,069,391 | $2.92 億 | 0.11% | −140,386−3.3% | 減碼 |
| UBS Asset Management Americas Inc | 4,534,026 | $3.25 億 | 0.16% | +52,462+1.2% | 加碼 |
| Resolution Capital Ltd | 4,709,186 | $3.38 億 | 5.73% | −626,453−11.7% | 減碼 |
| Centersquare Investment Management LLC | 4,843,841 | $3.47 億 | 4.15% | +96,674+2.0% | 加碼 |
| Charles Schwab Investment Management Inc | 4,858,202 | $3.48 億 | 0.11% | +66,600+1.4% | 加碼 |
| Deutsche Bank AG | 4,927,021 | $3.53 億 | 0.20% | +3,991,041+426.4% | 加碼 |
| JPMorgan Chase & Co | 5,023,673 | $3.60 億 | 0.05% | +106,981+2.2% | 加碼 |
| Price T Rowe Associates Inc | 6,088,437 | $4.36 億 | 0.07% | +578,863+10.5% | 加碼 |
| Legal & General Group Plc | 6,236,482 | $4.47 億 | 0.16% | +385,267+6.6% | 加碼 |
| Morgan Stanley | 6,355,303 | $4.56 億 | 0.05% | −112,592−1.7% | 減碼 |
| Northern Trust Corp | 6,551,571 | $4.70 億 | 0.09% | −26,696−0.4% | 減碼 |
| Invesco Ltd. | 6,608,664 | $4.74 億 | 0.13% | +2,043,465+44.8% | 加碼 |
| Dimensional Fund Advisors LP | 6,787,463 | $4.87 億 | 0.16% | +455,626+7.2% | 加碼 |
| Daiwa Securities Group Inc. | 9,869,551 | $7.08 億 | 4.92% | −340,321−3.3% | 減碼 |
| Principal Financial Group Inc | 10,361,169 | $7.43 億 | 0.53% | +129,026+1.3% | 加碼 |
| Geode Capital Management, LLC | 10,792,006 | $7.72 億 | 0.10% | +237,800+2.3% | 加碼 |
| Capital International Investors | 14,575,066 | $10.4 億 | 0.27% | +11,102,865+319.8% | 加碼 |
| FMR LLC | 16,377,726 | $11.7 億 | 0.11% | +567,977+3.6% | 加碼 |
| Norges Bank | 17,617,550 | $12.6 億 | 0.28% | +762,777+4.5% | 加碼 |
| Wellington Management Group LLP | 23,439,628 | $16.8 億 | 0.33% | −631,827−2.6% | 減碼 |
| State Street Corp | 30,809,919 | $22.1 億 | 0.12% | −278,038−0.9% | 減碼 |
| Cohen & Steers, Inc. | 44,309,120 | $31.8 億 | 6.86% | −3,215,872−6.8% | 減碼 |
| BlackRock Inc. | 50,479,230 | $36.2 億 | 0.11% | +604,570+1.2% | 加碼 |
| Vanguard Group Inc | 77,257,791 | $55.4 億 | 0.14% | +1,566,906+2.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −18−94.7% | 減碼 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,223,793−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −515,417−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −333,542−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −321,200−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −213,963−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −161,307−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −156,274−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −150,328−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −133,959−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −80,000−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −69,045−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −61,454−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −34,810−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −29,160−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,735−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,200−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,174−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,639−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,941−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −17,706−100.0% | 清倉 |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −17,240−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −14,294−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,100−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,667−100.0% | 清倉 |