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 |
|---|---|---|---|---|---|
| Bowen Hanes & Co Inc | 350,943 | $2,516 萬 | 0.86% | +24,800+7.6% | 加碼 |
| APG Asset Management US Inc. | 311,093 | $2,230 萬 | 0.18% | +311,093 | 新進 |
| GEM Realty Capital | 311,052 | $2,230 萬 | 4.27% | −8,783−2.7% | 減碼 |
| Chilton Capital Management LLC | 302,415 | $2,168 萬 | 1.25% | −5,017−1.6% | 減碼 |
| Raymond James & Associates | 298,735 | $2,142 萬 | 0.02% | −2,113−0.7% | 減碼 |
| Presima Inc. | 286,897 | $2,057 萬 | 5.83% | +7,047+2.5% | 加碼 |
| Nisa Investment Advisors, LLC | 284,407 | $2,039 萬 | 0.16% | +22,003+8.4% | 加碼 |
| Toronto Dominion Bank | 281,302 | $2,016 萬 | 0.03% | −16,031−5.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 276,218 | $1,980 萬 | 0.08% | +1,993+0.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 267,316 | $1,916 萬 | 0.09% | −8,395−3.0% | 減碼 |
| Susquehanna International Group, LLP | 260,450 | $1,867 萬 | 0.03% | +79,129+43.6% | 加碼 |
| Swedbank AB | 251,731 | $1,805 萬 | 0.04% | −4,784−1.9% | 減碼 |
| Treasurer of the State of North Carolina | 251,646 | $1,804 萬 | 0.10% | +8,490+3.5% | 加碼 |
| Victory Capital Management Inc | 247,056 | $1,771 萬 | 0.02% | −15,070−5.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 237,581 | $1,703 萬 | 0.16% | −202,347−46.0% | 減碼 |
| Employees Retirement System of Texas | 235,000 | $1,685 萬 | 0.25% | −28,000−10.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 230,915 | $1,655 萬 | 0.01% | −11,494−4.7% | 減碼 |
| TD Asset Management Inc | 222,409 | $1,594 萬 | 0.02% | +4,153+1.9% | 加碼 |
| Teacher Retirement System of Texas | 200,839 | $1,440 萬 | 0.10% | +101,746+102.7% | 加碼 |
| Royal London Asset Management Ltd | 183,070 | $1,312 萬 | 0.05% | −5,491−2.9% | 減碼 |
| Davis Selected Advisers | 181,550 | $1,302 萬 | 0.09% | +28,570+18.7% | 加碼 |
| Van Eck Associates Corp | 177,933 | $1,276 萬 | 0.03% | +520.0% | 加碼 |
| CIBC World Markets Corp | 177,497 | $1,272 萬 | 0.21% | −30,369−14.6% | 減碼 |
| Thrivent Financial for Lutherans | 171,857 | $1,232 萬 | 0.03% | +10,811+6.7% | 加碼 |
| Vert Asset Management LLC | 170,771 | $1,224 萬 | 7.21% | +65,344+62.0% | 加碼 |
| AMF Pensionsforsakring AB | 169,582 | $1,217 萬 | 0.12% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 167,392 | $1,200 萬 | 0.02% | +3,966+2.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 165,317 | $1,185 萬 | 0.60% | −42,564−20.5% | 減碼 |
| Guggenheim Capital LLC | 164,131 | $1,177 萬 | 0.10% | −10,346−5.9% | 減碼 |
| Handelsbanken Fonder AB | 162,034 | $1,162 萬 | 0.07% | +16,802+11.6% | 加碼 |
| Forsta Ap-Fonden | 154,400 | $1,107 萬 | 0.13% | −44,200−22.3% | 減碼 |
| Storebrand Asset Management AS | 154,173 | $1,105 萬 | 0.06% | −13,838−8.2% | 減碼 |
| LPL Financial LLC | 150,749 | $1,081 萬 | 0.01% | −12,573−7.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 146,867 | $1,053 萬 | 0.55% | +763+0.5% | 加碼 |
| Makena Capital Management LLC | 140,519 | $1,007 萬 | 1.91% | −12,060−7.9% | 減碼 |
| HGI Capital Management, LLC | 139,491 | $1,000 萬 | 6.61% | −51,470−27.0% | 減碼 |
| Ranger Global Real Estate Advisors, LLC | 137,272 | $984.1 萬 | 1.29% | −98,067−41.7% | 減碼 |
| Cercano Management LLC | 133,289 | $955.5 萬 | 0.38% | 00.0% | 不變 |
| GSI Capital Advisors LLC | 132,703 | $951.3 萬 | 5.87% | +5,608+4.4% | 加碼 |
| Allianz Asset Management GmbH | 131,153 | $940.2 萬 | 0.02% | +3,181+2.5% | 加碼 |
| Keybank National Association | 131,080 | $939.7 萬 | 0.04% | −4,409−3.3% | 減碼 |
| Cerity Partners LLC | 129,845 | $931.2 萬 | 0.04% | −64,815−33.3% | 減碼 |
| Natixis Advisors, L.P. | 129,815 | $930.6 萬 | 0.03% | +30,903+31.2% | 加碼 |
| State of Michigan Retirement System | 129,709 | $929.9 萬 | 0.06% | +1,300+1.0% | 加碼 |
| Virginia Retirement Systems Et Al | 129,660 | $929.5 萬 | 0.10% | −250,073−65.9% | 減碼 |
| Arizona State Retirement System | 129,018 | $924.9 萬 | 0.08% | +2,763+2.2% | 加碼 |
| Calamos Advisors LLC | 128,984 | $924.7 萬 | 0.05% | −16,126−11.1% | 減碼 |
| American International Group, Inc. | 128,269 | $919.6 萬 | 0.06% | +355+0.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 127,380 | $913.2 萬 | 0.02% | +22,150+21.0% | 加碼 |
| Stifel Financial Corp | 124,542 | $892.9 萬 | 0.01% | +2,621+2.1% | 加碼 |
| Amalgamated Bank | 122,449 | $877.8 萬 | 0.07% | −933−0.8% | 減碼 |
| MetLife Investment Management | 121,950 | $874.3 萬 | 0.06% | −1,461−1.2% | 減碼 |
| Public Sector Pension Investment Board | 116,480 | $835.0 萬 | 0.06% | +1,227+1.1% | 加碼 |
| Commonwealth Equity Services, LLC | 113,898 | $816.5 萬 | 0.02% | −2,997−2.6% | 減碼 |
| Rockefeller Capital Management L.P. | 113,485 | $813.4 萬 | 0.03% | +939+0.8% | 加碼 |
| Tredje AP-fonden | 111,837 | $801.8 萬 | 0.12% | +4,402+4.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 109,891 | $787.8 萬 | 0.14% | +6,025+5.8% | 加碼 |
| Manning & Napier Group, LLC | 106,376 | $762.6 萬 | 0.09% | −899−0.8% | 減碼 |
| USS Investment Management Ltd | 105,671 | $757.3 萬 | 0.10% | +10,859+11.5% | 加碼 |
| Advisor Group Holdings, Inc. | 105,210 | $755.6 萬 | 0.01% | −3,140−2.9% | 減碼 |
| AQR Capital Management LLC | 105,248 | $748.8 萬 | 0.02% | −14,084−11.8% | 減碼 |
| First Republic Investment Management, Inc. | 102,889 | $737.6 萬 | 0.02% | +39,220+61.6% | 加碼 |
| ProShare Advisors LLC | 102,885 | $737.6 萬 | 0.02% | −26,788−20.7% | 減碼 |
| DnB Asset Management AS | 101,893 | $730.5 萬 | 0.05% | +1,178+1.2% | 加碼 |
| Nissay Asset Management Corp | 100,366 | $719.5 萬 | 0.06% | +901+0.9% | 加碼 |
| Texas Permanent School Fund | 98,512 | $706.2 萬 | 0.07% | +31,376+46.7% | 加碼 |
| Intech Investment Management LLC | 95,672 | $685.9 萬 | 0.06% | −42,057−30.5% | 減碼 |
| Mutual of America Capital Management LLC | 92,761 | $665.0 萬 | 0.08% | −98−0.1% | 減碼 |
| Venture Visionary Partners LLC | 91,947 | $659.2 萬 | 0.42% | −183−0.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 91,845 | $658.4 萬 | 0.05% | +9,044+10.9% | 加碼 |
| Trust Co of Toledo NA | 91,614 | $656.8 萬 | 1.17% | −732−0.8% | 減碼 |
| Swiss Life Asset Management Ltd | 89,613 | $642.6 萬 | 0.10% | +7,085+8.6% | 加碼 |
| Yousif Capital Management, LLC | 89,171 | $639.3 萬 | 0.08% | −3,840−4.1% | 減碼 |
| New York Life Investment Management LLC | 85,681 | $614.2 萬 | 0.07% | −1,367−1.6% | 減碼 |
| Central Trust Co | 85,364 | $612.0 萬 | 0.18% | −875−1.0% | 減碼 |
| Utah Retirement Systems | 84,103 | $602.9 萬 | 0.09% | +200+0.2% | 加碼 |
| IFM Investors Pty Ltd | 82,437 | $591.0 萬 | 0.09% | +5,733+7.5% | 加碼 |
| First Trust Advisors LP | 80,520 | $577.2 萬 | 0.01% | −3,219−3.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,104 | $574.3 萬 | 0.05% | +232+0.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 79,609 | $570.7 萬 | 0.03% | +115+0.1% | 加碼 |
| Windle Wealth, LLC | 75,723 | $542.9 萬 | 4.02% | +2,935+4.0% | 加碼 |
| TCW Group Inc | 75,085 | $538.3 萬 | 0.07% | −139−0.2% | 減碼 |
| State of Tennessee, Treasury Department | 72,689 | $521.1 萬 | 0.02% | +2,385+3.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 78,504 | $518.0 萬 | 0.04% | −22,296−22.1% | 減碼 |
| Captrust Financial Advisors | 71,475 | $512.4 萬 | 0.02% | −100.0% | 減碼 |
| Truist Financial Corp | 71,327 | $511.3 萬 | 0.01% | −11,165−13.5% | 減碼 |
| Mariner, LLC | 70,669 | $506.4 萬 | 0.01% | +5,211+8.0% | 加碼 |
| CIBC Asset Management Inc | 68,675 | $492.3 萬 | 0.02% | +2,690+4.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,993 | $480.3 萬 | 0.06% | −2,200−3.2% | 減碼 |
| Allstate Corp | 66,165 | $474.3 萬 | 0.35% | −122,102−64.9% | 減碼 |
| Illinois Municipal Retirement Fund | 65,896 | $472.4 萬 | 0.10% | +48,594+280.9% | 加碼 |
| Pinnacle Associates Ltd | 64,088 | $459.4 萬 | 0.09% | −3,741−5.5% | 減碼 |
| Westwood Holdings Group Inc. | 64,000 | $458.8 萬 | 0.04% | +64,000 | 新進 |
| Carret Asset Management, LLC | 63,253 | $453.5 萬 | 0.63% | −1,975−3.0% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 62,838 | $450.5 萬 | 1.02% | +43,615+226.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 62,344 | $446.9 萬 | 0.09% | −19,797−24.1% | 減碼 |
| M&T Bank Corp | 61,444 | $440.5 萬 | 0.02% | +3,196+5.5% | 加碼 |
| Advisors Management Group Inc | 61,094 | $438.0 萬 | 1.40% | −698−1.1% | 減碼 |
| Sarasin & Partners LLP | 60,775 | $435.7 萬 | 0.05% | 00.0% | 不變 |
| Factory Mutual Insurance Co | 60,700 | $435.2 萬 | 0.07% | 00.0% | 不變 |