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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 59,612 | $482.2 萬 | 1.44% | −1,482−2.4% | 減碼 |
| Ergoteles LLC | 59,419 | $480.6 萬 | 0.23% | +59,419 | 新進 |
| Czech National Bank | 58,852 | $476.1 萬 | 0.11% | +3,186+5.7% | 加碼 |
| CIBC World Markets Corp | 58,240 | $471.1 萬 | 0.04% | −119,257−67.2% | 減碼 |
| Rockefeller Capital Management L.P. | 57,372 | $464.1 萬 | 0.02% | −56,113−49.4% | 減碼 |
| South Dakota Investment Council | 57,289 | $463.4 萬 | 0.10% | 00.0% | 不變 |
| Sarasin & Partners LLP | 56,615 | $458.0 萬 | 0.05% | −4,160−6.8% | 減碼 |
| Pensionfund DSM Netherlands | 55,753 | $451.0 萬 | 2.94% | 00.0% | 不變 |
| Garland Capital Management Inc | 55,620 | $449.9 萬 | 3.03% | +828+1.5% | 加碼 |
| Norinchukin Bank, The | 54,482 | $440.7 萬 | 0.07% | +2,629+5.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 54,135 | $437.9 萬 | 0.01% | +11,911+28.2% | 加碼 |
| Mackenzie Financial Corp | 53,608 | $436.7 萬 | 0.01% | −1,239−2.3% | 減碼 |
| Metis Global Partners, LLC | 53,926 | $436.2 萬 | 0.24% | +31,415+139.6% | 加碼 |
| Janney Montgomery Scott LLC | 53,653 | $434.0 萬 | 0.02% | +1,490+2.9% | 加碼 |
| GSI Capital Advisors LLC | 53,568 | $433.3 萬 | 2.65% | −79,135−59.6% | 減碼 |
| Rafferty Asset Management, LLC | 52,894 | $427.9 萬 | 0.02% | +3,230+6.5% | 加碼 |
| HGI Capital Management, LLC | 52,541 | $425.0 萬 | 2.04% | −86,950−62.3% | 減碼 |
| Andra AP-fonden | 51,700 | $418.2 萬 | 0.11% | +41,500+406.9% | 加碼 |
| Advisors Asset Management, Inc. | 51,452 | $416.2 萬 | 0.09% | +1,368+2.7% | 加碼 |
| Squarepoint Ops LLC | 50,389 | $407.6 萬 | 0.02% | +50,389 | 新進 |
| Gulf International Bank (UK) Ltd | 50,037 | $404.7 萬 | 0.10% | −12,307−19.7% | 減碼 |
| Callahan Advisors, LLC | 49,953 | $404.1 萬 | 0.49% | +1,573+3.3% | 加碼 |
| Windward Capital Management Co | 49,584 | $401.1 萬 | 0.36% | −41−0.1% | 減碼 |
| Allstate Corp | 47,624 | $385.2 萬 | 0.25% | −18,541−28.0% | 減碼 |
| Moran Wealth Management, LLC | 47,363 | $383.1 萬 | 0.14% | +1,305+2.8% | 加碼 |
| Peapack Gladstone Financial Corp | 47,318 | $382.7 萬 | 0.07% | −252−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 45,490 | $368.0 萬 | 0.01% | +33,690+285.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 45,263 | $366.1 萬 | 0.01% | −3,563−7.3% | 減碼 |
| Cetera Advisor Networks LLC | 44,924 | $363.4 萬 | 0.03% | −1,932−4.1% | 減碼 |
| British Columbia Investment Management Corp | 44,758 | $362.0 萬 | 0.03% | +2,680+6.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 44,710 | $361.7 萬 | 0.03% | −33,794−43.0% | 減碼 |
| Creative Planning | 44,326 | $358.5 萬 | 0.00% | +1,600+3.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 43,411 | $351.2 萬 | 0.07% | −15,000−25.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 42,175 | $341.1 萬 | 0.03% | −1,707−3.9% | 減碼 |
| Hartford Investment Management Co | 41,834 | $338.4 萬 | 0.13% | −3,723−8.2% | 減碼 |
| Tekla Capital Management LLC | 41,484 | $335.6 萬 | 0.13% | 00.0% | 不變 |
| Private Asset Management Inc | 41,347 | $334.5 萬 | 0.64% | −6,620−13.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 40,841 | $330.4 萬 | 0.10% | +3,111+8.2% | 加碼 |
| Nicola Wealth Management Ltd. | 40,695 | $329.2 萬 | 0.32% | −7,040−14.7% | 減碼 |
| Securian Asset Management, Inc | 40,546 | $328.0 萬 | 0.08% | +1,500+3.8% | 加碼 |
| Brown Advisory Inc | 40,308 | $326.1 萬 | 0.01% | −8,976−18.2% | 減碼 |
| Bank of Nova Scotia | 40,171 | $324.9 萬 | 0.01% | +7,429+22.7% | 加碼 |
| Vident Investment Advisory, LLC | 40,089 | $324.2 萬 | 0.11% | −26−0.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 39,994 | $323.5 萬 | 0.05% | −20,198−33.6% | 減碼 |
| Kentucky Retirement Systems | 39,962 | $323.3 萬 | 0.11% | +2,601+7.0% | 加碼 |
| Nordea Investment Management AB | 39,836 | $322.0 萬 | 0.00% | +3,632+10.0% | 加碼 |
| US Bancorp | 39,217 | $317.2 萬 | 0.01% | −182−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 38,879 | $314.5 萬 | 0.01% | −6,351−14.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 38,664 | $312.8 萬 | 0.04% | +2,219+6.1% | 加碼 |
| Fifth Third Bancorp | 38,420 | $310.8 萬 | 0.01% | −3,995−9.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 38,109 | $308.3 萬 | 0.40% | −1,531−3.9% | 減碼 |
| Lockheed Martin Investment Management Co | 38,053 | $307.8 萬 | 0.18% | +3,900+11.4% | 加碼 |
| Maryland State Retirement & Pension System | 37,946 | $306.9 萬 | 0.06% | +746+2.0% | 加碼 |
| Metropolitan Life Insurance Co | 36,842 | $298.0 萬 | 0.15% | +1,138+3.2% | 加碼 |
| Kornitzer Capital Management Inc | 36,790 | $297.6 萬 | 0.06% | 00.0% | 不變 |
| Spinnaker Trust | 36,731 | $297.1 萬 | 0.22% | +660+1.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 36,165 | $292.5 萬 | 0.03% | +36,165 | 新進 |
| Tower Research Capital LLC (TRC) | 35,228 | $285.0 萬 | 0.10% | +21,056+148.6% | 加碼 |
| JustInvest LLC | 34,951 | $282.7 萬 | 0.09% | +3,352+10.6% | 加碼 |
| Agf Management Ltd | 34,927 | $282.5 萬 | 0.02% | +11,549+49.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 34,506 | $279.1 萬 | 0.04% | −555−1.6% | 減碼 |
| National Asset Management, Inc. | 34,376 | $278.1 萬 | 0.06% | −6,563−16.0% | 減碼 |
| Wolverine Trading, LLC | 34,476 | $277.2 萬 | 0.04% | +10,582+44.3% | 加碼 |
| Prudential PLC | 33,189 | $268.5 萬 | 0.03% | +1,225+3.8% | 加碼 |
| Impax Asset Management Group plc | 33,064 | $267.5 萬 | 0.01% | −983−2.9% | 減碼 |
| KBC Group NV | 32,220 | $260.6 萬 | 0.01% | −3,412−9.6% | 減碼 |
| Rainey & Randall Investment Management Inc. | 32,085 | $259.5 萬 | 0.77% | +408+1.3% | 加碼 |
| Shell Asset Management Co | 31,527 | $255.0 萬 | 0.10% | −2,933−8.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 31,207 | $252.4 萬 | 0.06% | +14,284+84.4% | 加碼 |
| MML Investors Services, LLC | 31,190 | $252.3 萬 | 0.01% | +2,799+9.9% | 加碼 |
| Summit Place Financial Advisors, LLC | 30,933 | $250.2 萬 | 1.62% | +673+2.2% | 加碼 |
| Pacer Advisors, Inc. | 30,823 | $249.3 萬 | 0.01% | +1,983+6.9% | 加碼 |
| Louisiana State Employees Retirement System | 30,700 | $248.3 萬 | 0.05% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 30,605 | $247.6 萬 | 0.29% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 30,397 | $245.9 萬 | 0.04% | +3,586+13.4% | 加碼 |
| Fred Alger Management, LLC | 29,825 | $241.3 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 29,532 | $238.9 萬 | 0.01% | +2,566+9.5% | 加碼 |
| Mercer Global Advisors Inc | 29,516 | $238.8 萬 | 0.01% | −355−1.2% | 減碼 |
| Blair William & Co | 28,614 | $231.5 萬 | 0.01% | −58−0.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 28,594 | $231.3 萬 | 0.29% | +913+3.3% | 加碼 |
| Gotham Asset Management, LLC | 27,833 | $225.1 萬 | 0.05% | −10,894−28.1% | 減碼 |
| Boston Family Office LLC | 27,444 | $222.0 萬 | 0.17% | −290−1.0% | 減碼 |
| Lincluden Management Ltd | 27,371 | $221.4 萬 | 0.26% | 00.0% | 不變 |
| Ostrum Asset Management | 27,263 | $220.5 萬 | 0.18% | +63+0.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 26,789 | $217.0 萬 | 0.05% | −464−1.7% | 減碼 |
| Romano Brothers and Company | 26,683 | $215.8 萬 | 0.32% | −925−3.4% | 減碼 |
| Commerce Bank | 25,601 | $207.1 萬 | 0.02% | −348−1.3% | 減碼 |
| Endeavour Capital Advisors Inc | 25,340 | $205.0 萬 | 0.90% | 00.0% | 不變 |
| Private Advisor Group, LLC | 25,040 | $204.4 萬 | 0.02% | −691−2.7% | 減碼 |
| Pensionfund Sabic | 25,259 | $204.3 萬 | 0.68% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 23,732 | $192.0 萬 | 0.01% | +76+0.3% | 加碼 |
| Wealthfront Advisers LLC | 23,456 | $189.7 萬 | 0.01% | +4,355+22.8% | 加碼 |
| Raymond James Trust N.A. | 23,375 | $189.1 萬 | 0.05% | +1,413+6.4% | 加碼 |
| New Mexico Educational Retirement Board | 22,948 | $185.6 萬 | 0.08% | +1,100+5.0% | 加碼 |
| Avitas Wealth Management LLC | 22,899 | $185.2 萬 | 0.34% | +152+0.7% | 加碼 |
| DuPont Capital Management Corp | 22,788 | $184.3 萬 | 0.09% | −697−3.0% | 減碼 |
| Naviter Wealth, LLC | 22,780 | $184.3 萬 | 0.47% | +2,630+13.1% | 加碼 |
| Forte Capital LLC | 22,647 | $183.2 萬 | 0.26% | −585−2.5% | 減碼 |
| Spirit of America Management Corp | 22,225 | $179.8 萬 | 0.41% | +500+2.3% | 加碼 |
| United Capital Financial Advisers, LLC | 22,197 | $179.6 萬 | 0.01% | −2,566−10.4% | 減碼 |