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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 60,192 | $431.5 萬 | 0.07% | −1,000−1.6% | 減碼 |
| Azimuth Capital Investment Management LLC | 60,192 | $431.5 萬 | 0.21% | −60−0.1% | 減碼 |
| Xponance, Inc. | 59,542 | $426.9 萬 | 0.06% | +1,294+2.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 58,411 | $418.7 萬 | 0.09% | +399+0.7% | 加碼 |
| South Dakota Investment Council | 57,289 | $410.7 萬 | 0.09% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 55,753 | $399.7 萬 | 2.70% | 00.0% | 不變 |
| Czech National Bank | 55,666 | $399.1 萬 | 0.10% | +357+0.6% | 加碼 |
| Mackenzie Financial Corp | 54,847 | $393.2 萬 | 0.01% | +3,212+6.2% | 加碼 |
| Garland Capital Management Inc | 54,792 | $392.8 萬 | 2.67% | −576−1.0% | 減碼 |
| HighTower Advisors, LLC | 52,769 | $378.9 萬 | 0.01% | +1,835+3.6% | 加碼 |
| Janney Montgomery Scott LLC | 52,163 | $374.0 萬 | 0.02% | −92−0.2% | 減碼 |
| LGT Group Foundation | 51,894 | $372.0 萬 | 0.11% | +44,425+594.8% | 加碼 |
| Norinchukin Bank, The | 51,853 | $371.7 萬 | 0.07% | +5,311+11.4% | 加碼 |
| Verition Fund Management LLC | 51,192 | $367.0 萬 | 0.06% | −15,650−23.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 50,688 | $363.4 萬 | 0.01% | +13,202+35.2% | 加碼 |
| Advisors Asset Management, Inc. | 50,084 | $359.1 萬 | 0.07% | +9,488+23.4% | 加碼 |
| Rafferty Asset Management, LLC | 49,664 | $356.0 萬 | 0.02% | +6,599+15.3% | 加碼 |
| Windward Capital Management Co | 49,625 | $355.8 萬 | 0.33% | +26+0.1% | 加碼 |
| Brown Advisory Inc | 49,284 | $353.3 萬 | 0.01% | +36,744+293.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 48,826 | $350.0 萬 | 0.01% | +4,408+9.9% | 加碼 |
| Callahan Advisors, LLC | 48,380 | $346.8 萬 | 0.45% | +456+1.0% | 加碼 |
| Private Asset Management Inc | 47,967 | $343.9 萬 | 0.57% | −5,362−10.1% | 減碼 |
| Nicola Wealth Management Ltd. | 47,735 | $342.4 萬 | 0.34% | +10,300+27.5% | 加碼 |
| Peapack Gladstone Financial Corp | 47,570 | $341.0 萬 | 0.06% | −667−1.4% | 減碼 |
| Cetera Advisor Networks LLC | 46,856 | $335.9 萬 | 0.02% | +1,480+3.3% | 加碼 |
| Moran Wealth Management, LLC | 46,058 | $330.2 萬 | 0.12% | +46,058 | 新進 |
| Hartford Investment Management Co | 45,557 | $326.6 萬 | 0.11% | +5,589+14.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 45,230 | $324.3 萬 | 0.02% | −1,032−2.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 44,176 | $316.7 萬 | 0.02% | +13,087+42.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 43,882 | $314.6 萬 | 0.03% | 00.0% | 不變 |
| Creative Planning | 42,726 | $306.3 萬 | 0.00% | +2,271+5.6% | 加碼 |
| Fifth Third Bancorp | 42,415 | $304.1 萬 | 0.01% | +117+0.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 42,224 | $302.7 萬 | 0.01% | −9,805−18.8% | 減碼 |
| British Columbia Investment Management Corp | 42,078 | $301.7 萬 | 0.03% | +1,102+2.7% | 加碼 |
| Walleye Trading LLC | 41,546 | $297.8 萬 | 0.11% | −7,699−15.6% | 減碼 |
| Tekla Capital Management LLC | 41,484 | $297.4 萬 | 0.11% | 00.0% | 不變 |
| National Asset Management, Inc. | 40,939 | $293.5 萬 | 0.08% | +6,518+18.9% | 加碼 |
| Vident Investment Advisory, LLC | 40,115 | $287.6 萬 | 0.09% | +3,315+9.0% | 加碼 |
| KMG Fiduciary Partners, LLC | 39,640 | $284.2 萬 | 0.41% | −506−1.3% | 減碼 |
| US Bancorp | 39,399 | $282.5 萬 | 0.00% | −215−0.5% | 減碼 |
| Securian Asset Management, Inc | 39,046 | $279.9 萬 | 0.07% | +201+0.5% | 加碼 |
| Gotham Asset Management, LLC | 38,727 | $277.6 萬 | 0.07% | −6,607−14.6% | 減碼 |
| UBS Oconnor LLC | 38,372 | $275.1 萬 | 0.07% | +38,372 | 新進 |
| Elo Mutual Pension Insurance Co | 37,730 | $270.5 萬 | 0.09% | +1,859+5.2% | 加碼 |
| Kentucky Retirement Systems | 37,361 | $267.8 萬 | 0.10% | +930+2.6% | 加碼 |
| Maryland State Retirement & Pension System | 37,200 | $266.7 萬 | 0.06% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 36,790 | $263.7 萬 | 0.05% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 36,445 | $261.3 萬 | 0.03% | 00.0% | 不變 |
| Spinnaker Trust | 36,071 | $258.6 萬 | 0.20% | −2,002−5.3% | 減碼 |
| Nordea Investment Management AB | 36,204 | $257.8 萬 | 0.00% | +220+0.6% | 加碼 |
| Metropolitan Life Insurance Co | 35,704 | $256.0 萬 | 0.13% | −6,254−14.9% | 減碼 |
| KBC Group NV | 35,632 | $255.4 萬 | 0.01% | −40,003−52.9% | 減碼 |
| Boothbay Fund Management, LLC | 35,373 | $253.6 萬 | 0.07% | +625+1.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 35,061 | $251.4 萬 | 0.04% | −1,568−4.3% | 減碼 |
| Shell Asset Management Co | 34,460 | $247.0 萬 | 0.10% | +11,554+50.4% | 加碼 |
| Lockheed Martin Investment Management Co | 34,153 | $244.8 萬 | 0.14% | 00.0% | 不變 |
| Impax Asset Management Group plc | 34,047 | $244.1 萬 | 0.01% | −130.0% | 減碼 |
| Bank of Nova Scotia | 32,742 | $234.7 萬 | 0.01% | −12,192−27.1% | 減碼 |
| Vestcor Inc | 32,594 | $233.7 萬 | 0.09% | +3,307+11.3% | 加碼 |
| National Bank of Canada | 32,333 | $231.8 萬 | 0.01% | +18,443+132.8% | 加碼 |
| Prudential PLC | 31,964 | $229.1 萬 | 0.03% | +179+0.6% | 加碼 |
| Rainey & Randall Investment Management Inc. | 31,677 | $227.1 萬 | 0.73% | +388+1.2% | 加碼 |
| JustInvest LLC | 31,599 | $226.5 萬 | 0.08% | +3,001+10.5% | 加碼 |
| Capital International Inc | 31,563 | $226.3 萬 | 0.05% | +31,563 | 新進 |
| Louisiana State Employees Retirement System | 30,700 | $220.1 萬 | 0.06% | +200+0.7% | 加碼 |
| Kinneret Advisory, LLC | 30,605 | $219.4 萬 | 0.28% | −1,644−5.1% | 減碼 |
| Summit Place Financial Advisors, LLC | 30,260 | $216.9 萬 | 1.54% | +4,035+15.4% | 加碼 |
| Mercer Global Advisors Inc | 29,871 | $214.1 萬 | 0.01% | +2,154+7.8% | 加碼 |
| Fred Alger Management, LLC | 29,825 | $213.8 萬 | 0.01% | +1,463+5.2% | 加碼 |
| Tobam | 29,588 | $212.1 萬 | 0.14% | +18,026+155.9% | 加碼 |
| Pacer Advisors, Inc. | 28,840 | $206.8 萬 | 0.01% | +27,749+2,543.4% | 加碼 |
| Blair William & Co | 28,672 | $205.5 萬 | 0.01% | +164+0.6% | 加碼 |
| MML Investors Services, LLC | 28,391 | $203.5 萬 | 0.01% | −1,208−4.1% | 減碼 |
| Boston Family Office LLC | 27,734 | $198.8 萬 | 0.16% | −1,069−3.7% | 減碼 |
| Cinctive Capital Management LP | 27,707 | $198.6 萬 | 0.07% | +27,707 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 27,681 | $198.4 萬 | 0.27% | +921+3.4% | 加碼 |
| Romano Brothers and Company | 27,608 | $197.9 萬 | 0.31% | −795−2.8% | 減碼 |
| Lincluden Management Ltd | 27,371 | $196.2 萬 | 0.23% | −12,511−31.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,253 | $195.3 萬 | 0.05% | +253+0.9% | 加碼 |
| Ostrum Asset Management | 27,200 | $195.0 萬 | 0.17% | +27,200 | 新進 |
| CI Private Wealth, LLC | 26,966 | $193.6 萬 | 0.01% | +12,261+83.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 26,811 | $192.2 萬 | 0.03% | +831+3.2% | 加碼 |
| Commerce Bank | 25,949 | $186.0 萬 | 0.01% | +121+0.5% | 加碼 |
| Private Advisor Group, LLC | 25,731 | $184.5 萬 | 0.02% | −1,443−5.3% | 減碼 |
| Endeavour Capital Advisors Inc | 25,340 | $181.7 萬 | 0.83% | −34,232−57.5% | 減碼 |
| Pensionfund Sabic | 25,259 | $181.1 萬 | 0.63% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 25,096 | $180.0 萬 | 0.10% | +568+2.3% | 加碼 |
| United Capital Financial Advisers, LLC | 24,763 | $177.5 萬 | 0.01% | −5,410−17.9% | 減碼 |
| DoubleLine ETF Adviser LP | 23,739 | $170.2 萬 | 0.73% | +2,757+13.1% | 加碼 |
| Baird Financial Group, Inc. | 23,656 | $169.6 萬 | 0.00% | +286+1.2% | 加碼 |
| Wolverine Trading, LLC | 23,894 | $169.5 萬 | 0.05% | +23,894 | 新進 |
| DuPont Capital Management Corp | 23,485 | $168.4 萬 | 0.08% | −5,176−18.1% | 減碼 |
| Agf Management Ltd | 23,378 | $167.6 萬 | 0.01% | +6,762+40.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 23,326 | $167.2 萬 | 0.03% | +1,326+6.0% | 加碼 |
| Forte Capital LLC | 23,232 | $166.6 萬 | 0.25% | −230−1.0% | 減碼 |
| Avitas Wealth Management LLC | 22,747 | $163.1 萬 | 0.32% | −233−1.0% | 減碼 |
| MAI Capital Management | 22,735 | $163.0 萬 | 0.03% | +256+1.1% | 加碼 |
| Capital Investment Advisors, LLC | 22,650 | $162.4 萬 | 0.05% | −503−2.2% | 減碼 |
| Metis Global Partners, LLC | 22,511 | $161.4 萬 | 0.10% | +2,985+15.3% | 加碼 |
| Sumitomo Life Insurance Co | 22,344 | $160.2 萬 | 0.13% | −164−0.7% | 減碼 |