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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 351,706 | $2,838 萬 | 0.06% | −6,700−1.9% | 減碼 |
| B&I Capital AG | 327,300 | $2,648 萬 | 8.81% | −57,800−15.0% | 減碼 |
| Toronto Dominion Bank | 312,657 | $2,527 萬 | 0.04% | +31,355+11.1% | 加碼 |
| State of Alaska, Department of Revenue | 311,336 | $2,518 萬 | 0.30% | −44,575−12.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 305,632 | $2,472 萬 | 0.11% | +38,316+14.3% | 加碼 |
| Raymond James & Associates | 299,935 | $2,426 萬 | 0.02% | +1,200+0.4% | 加碼 |
| Nisa Investment Advisors, LLC | 287,961 | $2,329 萬 | 0.17% | +3,554+1.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 287,383 | $2,325 萬 | 0.09% | +11,165+4.0% | 加碼 |
| Chilton Capital Management LLC | 284,106 | $2,298 萬 | 1.26% | −18,309−6.1% | 減碼 |
| UniSuper Management Pty Ltd | 268,023 | $2,168 萬 | 0.25% | +268,023 | 新進 |
| Treasurer of the State of North Carolina | 267,721 | $2,166 萬 | 0.11% | +16,075+6.4% | 加碼 |
| Presima Inc. | 263,743 | $2,133 萬 | 5.85% | −23,154−8.1% | 減碼 |
| Victory Capital Management Inc | 236,743 | $1,915 萬 | 0.02% | −10,313−4.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 231,184 | $1,870 萬 | 0.02% | +269+0.1% | 加碼 |
| Capital International Inc | 216,727 | $1,753 萬 | 0.32% | +185,164+586.6% | 加碼 |
| TD Asset Management Inc | 207,387 | $1,678 萬 | 0.02% | −15,022−6.8% | 減碼 |
| Bridgewater Associates, LP | 203,665 | $1,647 萬 | 0.10% | +194,958+2,239.1% | 加碼 |
| Handelsbanken Fonder AB | 193,911 | $1,569 萬 | 0.08% | +31,877+19.7% | 加碼 |
| Teacher Retirement System of Texas | 191,469 | $1,549 萬 | 0.10% | −9,370−4.7% | 減碼 |
| Royal London Asset Management Ltd | 183,070 | $1,481 萬 | 0.05% | 00.0% | 不變 |
| Davis Selected Advisers | 181,550 | $1,469 萬 | 0.09% | 00.0% | 不變 |
| Vert Asset Management LLC | 176,265 | $1,426 萬 | 7.30% | +5,494+3.2% | 加碼 |
| Thrivent Financial for Lutherans | 175,933 | $1,423 萬 | 0.03% | +4,076+2.4% | 加碼 |
| Van Eck Associates Corp | 175,643 | $1,421 萬 | 0.03% | −2,290−1.3% | 減碼 |
| Employees Retirement System of Texas | 175,000 | $1,416 萬 | 0.19% | −60,000−25.5% | 減碼 |
| AMF Pensionsforsakring AB | 169,582 | $1,373 萬 | 0.13% | 00.0% | 不變 |
| LGT Group Foundation | 168,636 | $1,364 萬 | 0.33% | +116,742+225.0% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 166,700 | $1,348 萬 | 0.67% | +166,700 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 166,124 | $1,344 萬 | 0.65% | +807+0.5% | 加碼 |
| Guggenheim Capital LLC | 163,638 | $1,324 萬 | 0.10% | −493−0.3% | 減碼 |
| Storebrand Asset Management AS | 155,681 | $1,259 萬 | 0.06% | +1,508+1.0% | 加碼 |
| LPL Financial LLC | 155,522 | $1,258 萬 | 0.01% | +4,773+3.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 155,208 | $1,256 萬 | 0.63% | +8,341+5.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 153,263 | $1,240 萬 | 0.02% | −14,129−8.4% | 減碼 |
| Natixis Advisors, L.P. | 142,836 | $1,155 萬 | 0.04% | +13,021+10.0% | 加碼 |
| Arizona State Retirement System | 141,864 | $1,148 萬 | 0.09% | +12,846+10.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 140,246 | $1,134 萬 | 0.17% | +30,355+27.6% | 加碼 |
| Virginia Retirement Systems Et Al | 139,360 | $1,127 萬 | 0.11% | +9,700+7.5% | 加碼 |
| State of Michigan Retirement System | 136,709 | $1,106 萬 | 0.07% | +7,000+5.4% | 加碼 |
| American International Group, Inc. | 134,590 | $1,089 萬 | 0.07% | +6,321+4.9% | 加碼 |
| Allianz Asset Management GmbH | 133,482 | $1,080 萬 | 0.02% | +2,329+1.8% | 加碼 |
| Cercano Management LLC | 133,289 | $1,078 萬 | 0.37% | 00.0% | 不變 |
| Stifel Financial Corp | 131,888 | $1,067 萬 | 0.01% | +7,346+5.9% | 加碼 |
| Calamos Advisors LLC | 128,984 | $1,043 萬 | 0.05% | 00.0% | 不變 |
| Makena Capital Management LLC | 128,244 | $1,037 萬 | 1.98% | −12,275−8.7% | 減碼 |
| MetLife Investment Management | 126,149 | $1,020 萬 | 0.07% | +4,199+3.4% | 加碼 |
| State of Tennessee, Treasury Department | 122,852 | $993.7 萬 | 0.04% | +50,163+69.0% | 加碼 |
| Keybank National Association | 122,251 | $988.9 萬 | 0.04% | −8,829−6.7% | 減碼 |
| Amalgamated Bank | 121,650 | $984.0 萬 | 0.08% | −799−0.7% | 減碼 |
| Millennium Management LLC | 121,129 | $979.8 萬 | 0.01% | −385,948−76.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 117,784 | $952.8 萬 | 0.02% | −9,596−7.5% | 減碼 |
| Cerity Partners LLC | 117,230 | $948.3 萬 | 0.04% | −12,615−9.7% | 減碼 |
| Commonwealth Equity Services, LLC | 116,195 | $939.9 萬 | 0.02% | +2,297+2.0% | 加碼 |
| First Trust Advisors LP | 113,688 | $919.6 萬 | 0.01% | +33,168+41.2% | 加碼 |
| Tredje AP-fonden | 111,837 | $904.6 萬 | 0.13% | 00.0% | 不變 |
| Nissay Asset Management Corp | 107,032 | $865.8 萬 | 0.07% | +6,666+6.6% | 加碼 |
| Advisor Group Holdings, Inc. | 106,852 | $863.5 萬 | 0.02% | +1,642+1.6% | 加碼 |
| ProShare Advisors LLC | 106,478 | $861.3 萬 | 0.02% | +3,593+3.5% | 加碼 |
| Manning & Napier Group, LLC | 106,376 | $860.5 萬 | 0.10% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 106,355 | $860.3 萬 | 0.06% | −10,125−8.7% | 減碼 |
| USS Investment Management Ltd | 105,671 | $854.7 萬 | 0.10% | 00.0% | 不變 |
| DnB Asset Management AS | 105,526 | $853.6 萬 | 0.05% | +3,633+3.6% | 加碼 |
| Texas Permanent School Fund | 104,223 | $843.1 萬 | 0.08% | +5,711+5.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 103,947 | $840.8 萬 | 0.06% | +12,102+13.2% | 加碼 |
| Mutual of America Capital Management LLC | 97,974 | $792.5 萬 | 0.09% | +5,213+5.6% | 加碼 |
| AQR Capital Management LLC | 97,180 | $785.4 萬 | 0.02% | −8,068−7.7% | 減碼 |
| Forsta Ap-Fonden | 95,200 | $770.1 萬 | 0.08% | −59,200−38.3% | 減碼 |
| IFM Investors Pty Ltd | 95,151 | $769.7 萬 | 0.10% | +12,714+15.4% | 加碼 |
| Yousif Capital Management, LLC | 94,799 | $766.8 萬 | 0.09% | +5,628+6.3% | 加碼 |
| Venture Visionary Partners LLC | 91,423 | $739.5 萬 | 0.44% | −524−0.6% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 89,989 | $727.9 萬 | 1.85% | +27,151+43.2% | 加碼 |
| Trust Co of Toledo NA | 88,815 | $718.4 萬 | 1.21% | −2,799−3.1% | 減碼 |
| Captrust Financial Advisors | 88,574 | $716.5 萬 | 0.03% | +17,099+23.9% | 加碼 |
| New York Life Investment Management LLC | 87,058 | $704.2 萬 | 0.07% | +1,377+1.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,684 | $701.2 萬 | 0.05% | +6,580+8.2% | 加碼 |
| Utah Retirement Systems | 85,303 | $690.0 萬 | 0.10% | +1,200+1.4% | 加碼 |
| Central Trust Co | 84,399 | $682.7 萬 | 0.19% | −965−1.1% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 84,193 | $681.0 萬 | 0.08% | +17,200+25.7% | 加碼 |
| National Bank of Canada | 82,953 | $675.7 萬 | 0.01% | +50,620+156.6% | 加碼 |
| SG Americas Securities, LLC | 82,696 | $668.9 萬 | 0.06% | +76,524+1,239.9% | 加碼 |
| Citadel Advisors LLC | 82,055 | $663.7 萬 | 0.01% | +67,770+474.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 80,462 | $650.9 萬 | 0.03% | +853+1.1% | 加碼 |
| Vestcor Inc | 77,626 | $627.9 萬 | 0.23% | +45,032+138.2% | 加碼 |
| Windle Wealth, LLC | 75,975 | $614.6 萬 | 4.44% | +252+0.3% | 加碼 |
| Pictet & Cie (Europe) SA | 73,288 | $592.8 萬 | 0.20% | +73,288 | 新進 |
| Westpac Banking Corp | 70,989 | $574.2 萬 | 0.41% | −303,925−81.1% | 減碼 |
| TCW Group Inc | 70,531 | $570.5 萬 | 0.06% | −4,554−6.1% | 減碼 |
| Mariner, LLC | 69,315 | $560.7 萬 | 0.01% | −1,354−1.9% | 減碼 |
| CIBC Asset Management Inc | 68,472 | $553.9 萬 | 0.02% | −203−0.3% | 減碼 |
| Truist Financial Corp | 68,303 | $552.5 萬 | 0.01% | −3,024−4.2% | 減碼 |
| M&T Bank Corp | 63,844 | $516.4 萬 | 0.02% | +2,400+3.9% | 加碼 |
| Xponance, Inc. | 62,079 | $502.2 萬 | 0.07% | +2,537+4.3% | 加碼 |
| Pinnacle Associates Ltd | 61,171 | $494.8 萬 | 0.09% | −2,917−4.6% | 減碼 |
| Swiss Life Asset Management Ltd | 61,141 | $494.8 萬 | 0.07% | −28,472−31.8% | 減碼 |
| HighTower Advisors, LLC | 61,231 | $493.2 萬 | 0.01% | +8,462+16.0% | 加碼 |
| Factory Mutual Insurance Co | 60,700 | $491.0 萬 | 0.07% | 00.0% | 不變 |
| Carret Asset Management, LLC | 60,369 | $488.3 萬 | 0.65% | −2,884−4.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 60,346 | $488.1 萬 | 0.01% | +9,658+19.1% | 加碼 |
| Los Angeles Capital Management LLC | 60,200 | $487.0 萬 | 0.02% | +57,240+1,933.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 59,924 | $484.7 萬 | 0.23% | −268−0.4% | 減碼 |