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 2 季 13F 持有人
Welltower Inc. 在 2023/6/30 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
- 813
- 較 2023 年第 1 季 +41 家
- 持有股數
- 4.93 億
- 較 2023 年第 1 季 +1,120 萬 (+2.3%)
- 總市值
- $399.0 億
- 較 2023 年第 1 季 +$54.5 億 (+15.8%)
- 新進機構
- 79
- 另有 300 家加碼
- 清倉機構
- 38
- 另有 258 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 78,600,919 | $63.6 億 | 0.15% | +1,343,128+1.7% | 加碼 |
| BlackRock Inc. | 53,409,103 | $43.2 億 | 0.12% | +2,929,873+5.8% | 加碼 |
| Cohen & Steers, Inc. | 38,008,275 | $30.7 億 | 6.48% | −6,300,845−14.2% | 減碼 |
| State Street Corp | 32,229,401 | $26.1 億 | 0.14% | +1,419,482+4.6% | 加碼 |
| Wellington Management Group LLP | 27,103,270 | $21.9 億 | 0.42% | +3,663,642+15.6% | 加碼 |
| Capital International Investors | 21,383,365 | $17.3 億 | 0.42% | +6,808,299+46.7% | 加碼 |
| Norges Bank | 17,617,550 | $14.3 億 | 0.28% | 00.0% | 不變 |
| FMR LLC | 14,497,845 | $11.7 億 | 0.10% | −1,879,881−11.5% | 減碼 |
| Geode Capital Management, LLC | 11,518,218 | $9.29 億 | 0.11% | +726,212+6.7% | 加碼 |
| Principal Financial Group Inc | 10,328,676 | $8.35 億 | 0.57% | −32,493−0.3% | 減碼 |
| Daiwa Securities Group Inc. | 8,016,773 | $6.48 億 | 4.29% | −1,852,778−18.8% | 減碼 |
| JPMorgan Chase & Co | 7,558,867 | $6.11 億 | 0.07% | +2,535,194+50.5% | 加碼 |
| Dimensional Fund Advisors LP | 6,977,939 | $5.64 億 | 0.18% | +190,476+2.8% | 加碼 |
| Invesco Ltd. | 6,905,527 | $5.59 億 | 0.15% | +296,863+4.5% | 加碼 |
| Legal & General Group Plc | 6,579,680 | $5.32 億 | 0.17% | +343,198+5.5% | 加碼 |
| Northern Trust Corp | 6,494,045 | $5.25 億 | 0.10% | −57,526−0.9% | 減碼 |
| Morgan Stanley | 6,378,060 | $5.16 億 | 0.05% | +22,757+0.4% | 加碼 |
| Price T Rowe Associates Inc | 6,066,393 | $4.91 億 | 0.07% | −22,044−0.4% | 減碼 |
| Deutsche Bank AG | 5,719,851 | $4.63 億 | 0.25% | +792,830+16.1% | 加碼 |
| Resolution Capital Ltd | 5,432,969 | $4.39 億 | 7.24% | +723,783+15.4% | 加碼 |
| Charles Schwab Investment Management Inc | 5,117,485 | $4.14 億 | 0.12% | +259,283+5.3% | 加碼 |
| Centersquare Investment Management LLC | 4,645,916 | $3.76 億 | 4.41% | −197,925−4.1% | 減碼 |
| Nuveen Asset Management, LLC | 3,442,700 | $3.38 億 | 0.12% | −626,691−15.4% | 減碼 |
| Bank of New York Mellon Corp | 4,043,211 | $3.27 億 | 0.07% | −20,396−0.5% | 減碼 |
| UBS Asset Management Americas Inc | 4,534,026 | $3.25 億 | 0.16% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 3,444,644 | $2.78 億 | 0.54% | +105,211+3.2% | 加碼 |
| Prudential Financial Inc | 3,003,797 | $2.43 億 | 0.35% | −120,328−3.9% | 減碼 |
| Goldman Sachs Group Inc | 2,706,294 | $2.19 億 | 0.06% | +823,927+43.8% | 加碼 |
| Amundi | 2,638,724 | $2.15 億 | 0.11% | +59,009+2.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,621,149 | $2.12 億 | 0.17% | −117,056−4.3% | 減碼 |
| Boston Partners | 2,576,007 | $2.08 億 | 0.28% | −306,804−10.6% | 減碼 |
| Cbre Clarion Securities LLC | 2,506,860 | $2.03 億 | 3.63% | +1,823,730+267.0% | 加碼 |
| Ameriprise Financial Inc | 2,466,926 | $1.98 億 | 0.06% | +159,910+6.9% | 加碼 |
| PGGM Investments | 2,290,426 | $1.85 億 | 3.00% | −395,084−14.7% | 減碼 |
| Bank of America Corp | 2,181,468 | $1.76 億 | 0.02% | −931,204−29.9% | 減碼 |
| Duff & Phelps Investment Management Co | 1,916,712 | $1.55 億 | 1.89% | −448,300−19.0% | 減碼 |
| Voya Investment Management LLC | 1,902,315 | $1.54 億 | 0.16% | −32,462−1.7% | 減碼 |
| Swiss National Bank | 1,792,500 | $1.45 億 | 0.10% | −82,700−4.4% | 減碼 |
| SEI Investments Co | 1,756,109 | $1.42 億 | 0.25% | −96,997−5.2% | 減碼 |
| Macquarie Group Ltd | 1,705,886 | $1.38 億 | 0.16% | +38,656+2.3% | 加碼 |
| Janus Henderson Group PLC | 1,544,381 | $1.25 億 | 0.08% | −234,704−13.2% | 減碼 |
| Canada Pension Plan Investment Board | 1,372,706 | $1.11 億 | 0.17% | +11,900+0.9% | 加碼 |
| Heitman Real Estate Securities LLC | 1,362,036 | $1.10 億 | 6.06% | −255,706−15.8% | 減碼 |
| HSBC Holdings PLC | 1,289,984 | $1.04 億 | 0.11% | +117,790+10.0% | 加碼 |
| Adelante Capital Management LLC | 1,155,055 | $9,343 萬 | 8.22% | −36,906−3.1% | 減碼 |
| Alliancebernstein L.P. | 1,150,095 | $9,303 萬 | 0.04% | −783−0.1% | 減碼 |
| Lasalle Investment Management Securities LLC | 1,102,698 | $8,920 萬 | 3.53% | −99,626−8.3% | 減碼 |
| Wells Fargo & Company | 1,076,113 | $8,705 萬 | 0.03% | −45,237−4.0% | 減碼 |
| Credit Suisse AG | 1,072,679 | $8,677 萬 | 0.09% | −119,395−10.0% | 減碼 |
| Schroder Investment Management Group | 1,040,848 | $8,419 萬 | 0.12% | −3,615−0.3% | 減碼 |
| Standard Life Aberdeen plc | 1,037,651 | $8,394 萬 | 0.20% | +67,086+6.9% | 加碼 |
| Asset Management One Co.,Ltd. | 1,033,693 | $8,362 萬 | 0.35% | +100,763+10.8% | 加碼 |
| Rhumbline Advisers | 1,004,382 | $8,124 萬 | 0.09% | +64,081+6.8% | 加碼 |
| Pictet Asset Management SA | 989,667 | $8,005 萬 | 0.09% | −204,161−17.1% | 減碼 |
| National Pension Service | 976,473 | $7,850 萬 | 0.13% | +119,694+14.0% | 加碼 |
| California Public Employees Retirement System | 909,193 | $7,354 萬 | 0.06% | −2,074−0.2% | 減碼 |
| Public Employees Retirement System of Ohio | 885,271 | $7,161 萬 | 0.29% | +17,740+2.0% | 加碼 |
| UBS Group AG | 867,166 | $7,015 萬 | 0.03% | +455,363+110.6% | 加碼 |
| Royal Bank of Canada | 860,072 | $6,957 萬 | 0.02% | −15,366−1.8% | 減碼 |
| FIL Ltd | 856,469 | $6,928 萬 | 0.08% | −14,234−1.6% | 減碼 |
| Neuberger Berman Group LLC | 849,311 | $6,870 萬 | 0.06% | −236,603−21.8% | 減碼 |
| Barclays PLC | 841,051 | $6,803 萬 | 0.04% | +411,925+96.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 833,245 | $6,740 萬 | 0.21% | +284,239+51.8% | 加碼 |
| American Century Companies Inc | 818,991 | $6,625 萬 | 0.05% | +283,720+53.0% | 加碼 |
| California State Teachers Retirement System | 805,085 | $6,512 萬 | 0.09% | +24,094+3.1% | 加碼 |
| APG Asset Management US Inc. | 777,829 | $6,292 萬 | 0.50% | +466,736+150.0% | 加碼 |
| Great West Life Assurance Co | 762,805 | $6,189 萬 | 0.15% | +34,327+4.7% | 加碼 |
| Aew Capital Management L P | 760,789 | $6,154 萬 | 2.37% | −226,940−23.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 733,597 | $5,934 萬 | 0.14% | −5,188−0.7% | 減碼 |
| Hazelview Securities Inc. | 711,942 | $5,780 萬 | 8.93% | +711,942 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 708,935 | $5,735 萬 | 0.12% | +77,262+12.2% | 加碼 |
| Swedbank AB | 697,760 | $5,644 萬 | 0.10% | +446,029+177.2% | 加碼 |
| Epoch Investment Partners, Inc. | 685,322 | $5,544 萬 | 0.32% | −112,640−14.1% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 671,589 | $5,428 萬 | 1.36% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 669,741 | $5,418 萬 | 0.25% | +54,867+8.9% | 加碼 |
| Waterfront Capital Partners, LLC | 659,250 | $5,333 萬 | 4.47% | −45,017−6.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 638,926 | $5,168 萬 | 0.17% | +16,566+2.7% | 加碼 |
| STRS Ohio | 565,861 | $4,577 萬 | 0.19% | −60,625−9.7% | 減碼 |
| Bamco Inc | 551,948 | $4,465 萬 | 0.12% | +60,411+12.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 548,799 | $4,439 萬 | 0.09% | +50,578+10.2% | 加碼 |
| CORDA Investment Management, LLC. | 532,774 | $4,310 萬 | 3.37% | −52,003−8.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 526,237 | $4,257 萬 | 0.09% | −2,451−0.5% | 減碼 |
| New York State Common Retirement Fund | 519,903 | $4,205 萬 | 0.05% | +1,720+0.3% | 加碼 |
| Zimmer Partners, LP | 500,000 | $4,045 萬 | 1.01% | −275,000−35.5% | 減碼 |
| AXA S.A. | 477,392 | $3,862 萬 | 0.13% | +1,122+0.2% | 加碼 |
| New York State Teachers Retirement System | 466,474 | $3,773 萬 | 0.08% | +1240.0% | 加碼 |
| Susquehanna International Group, LLP | 461,123 | $3,730 萬 | 0.06% | +200,673+77.0% | 加碼 |
| Aviva PLC | 459,693 | $3,718 萬 | 0.15% | −195,366−29.8% | 減碼 |
| Citigroup Inc | 454,378 | $3,675 萬 | 0.05% | −141,177−23.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 445,206 | $3,601 萬 | 0.08% | −227,900−33.9% | 減碼 |
| State of Wisconsin Investment Board | 442,830 | $3,582 萬 | 0.10% | −34,926−7.3% | 減碼 |
| Korea Investment CORP | 419,785 | $3,396 萬 | 0.10% | −6,664−1.6% | 減碼 |
| Uniplan Investment Counsel, Inc. | 409,700 | $3,314 萬 | 2.41% | −18,909−4.4% | 減碼 |
| Retirement Systems of Alabama | 396,076 | $3,204 萬 | 0.14% | −31,192−7.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 384,975 | $3,114 萬 | 0.02% | +10,471+2.8% | 加碼 |
| Jane Street Group, LLC | 375,004 | $3,033 萬 | 0.04% | +361,761+2,731.7% | 加碼 |
| Bank of Montreal | 359,799 | $2,931 萬 | 0.02% | −859−0.2% | 減碼 |
| Franklin Resources Inc | 353,932 | $2,863 萬 | 0.01% | −24,372−6.4% | 減碼 |
| Envestnet Asset Management Inc | 351,257 | $2,841 萬 | 0.01% | −23,383−6.2% | 減碼 |
| Bowen Hanes & Co Inc | 350,943 | $2,839 萬 | 0.91% | 00.0% | 不變 |