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 3 季 13F 持有人
Welltower Inc. 在 2023/9/30 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
- 828
- 較 2023 年第 2 季 +22 家
- 持有股數
- 5.13 億
- 較 2023 年第 2 季 +2,123 萬 (+4.3%)
- 總市值
- $420.5 億
- 較 2023 年第 2 季 +$22.3 億 (+5.6%)
- 新進機構
- 69
- 另有 332 家加碼
- 清倉機構
- 47
- 另有 258 家減碼
另有 7 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 80,757,592 | $66.2 億 | 0.16% | +2,156,673+2.7% | 加碼 |
| BlackRock Inc. | 52,625,343 | $43.1 億 | 0.12% | −783,760−1.5% | 減碼 |
| Cohen & Steers, Inc. | 40,769,115 | $33.4 億 | 7.68% | +2,760,840+7.3% | 加碼 |
| State Street Corp | 32,518,761 | $26.6 億 | 0.15% | +289,360+0.9% | 加碼 |
| Norges Bank | 27,196,050 | $22.3 億 | 0.45% | +9,578,500+54.4% | 加碼 |
| Wellington Management Group LLP | 26,819,453 | $22.0 億 | 0.44% | −283,817−1.0% | 減碼 |
| Capital International Investors | 21,771,112 | $17.8 億 | 0.45% | +387,747+1.8% | 加碼 |
| FMR LLC | 14,308,179 | $11.7 億 | 0.10% | −189,666−1.3% | 減碼 |
| Principal Financial Group Inc | 12,925,394 | $10.6 億 | 0.76% | +2,596,718+25.1% | 加碼 |
| Geode Capital Management, LLC | 12,117,683 | $9.91 億 | 0.12% | +599,465+5.2% | 加碼 |
| Invesco Ltd. | 8,486,611 | $6.95 億 | 0.19% | +1,581,084+22.9% | 加碼 |
| Daiwa Securities Group Inc. | 7,887,167 | $6.46 億 | 4.60% | −129,606−1.6% | 減碼 |
| Price T Rowe Associates Inc | 7,282,141 | $5.97 億 | 0.09% | +1,215,748+20.0% | 加碼 |
| Dimensional Fund Advisors LP | 7,249,956 | $5.94 億 | 0.19% | +272,017+3.9% | 加碼 |
| Legal & General Group Plc | 6,627,731 | $5.43 億 | 0.19% | +48,051+0.7% | 加碼 |
| Northern Trust Corp | 6,612,701 | $5.42 億 | 0.10% | +118,656+1.8% | 加碼 |
| Morgan Stanley | 6,586,771 | $5.40 億 | 0.05% | +208,711+3.3% | 加碼 |
| JPMorgan Chase & Co | 5,559,613 | $4.55 億 | 0.05% | −1,999,254−26.4% | 減碼 |
| Resolution Capital Ltd | 5,482,151 | $4.49 億 | 8.90% | +49,182+0.9% | 加碼 |
| Charles Schwab Investment Management Inc | 5,387,736 | $4.41 億 | 0.13% | +270,251+5.3% | 加碼 |
| UBS Asset Management Americas Inc | 4,977,841 | $4.08 億 | 0.18% | +443,815+9.8% | 加碼 |
| Centersquare Investment Management LLC | 4,483,725 | $3.67 億 | 4.63% | −162,191−3.5% | 減碼 |
| Deutsche Bank AG | 4,261,543 | $3.49 億 | 0.23% | −1,458,308−25.5% | 減碼 |
| Nuveen Asset Management, LLC | 4,085,722 | $3.35 億 | 0.12% | +643,022+18.7% | 加碼 |
| Bank of New York Mellon Corp | 3,973,899 | $3.26 億 | 0.07% | −69,312−1.7% | 減碼 |
| Russell Investments Group, Ltd. | 3,433,139 | $2.81 億 | 0.56% | −11,505−0.3% | 減碼 |
| Cbre Clarion Securities LLC | 3,164,277 | $2.59 億 | 5.21% | +657,417+26.2% | 加碼 |
| Bank of America Corp | 3,145,336 | $2.58 億 | 0.03% | +963,868+44.2% | 加碼 |
| Goldman Sachs Group Inc | 2,984,226 | $2.44 億 | 0.06% | +277,932+10.3% | 加碼 |
| Prudential Financial Inc | 2,903,421 | $2.38 億 | 0.37% | −100,376−3.3% | 減碼 |
| Amundi | 2,626,709 | $2.24 億 | 0.11% | −12,015−0.5% | 減碼 |
| Boston Partners | 2,579,105 | $2.11 億 | 0.29% | +3,098+0.1% | 加碼 |
| PGGM Investments | 2,360,329 | $1.93 億 | 3.34% | +69,903+3.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,319,745 | $1.90 億 | 0.16% | −301,404−11.5% | 減碼 |
| Ameriprise Financial Inc | 2,303,340 | $1.87 億 | 0.06% | −163,586−6.6% | 減碼 |
| SEI Investments Co | 1,990,064 | $1.63 億 | 0.29% | +233,955+13.3% | 加碼 |
| Duff & Phelps Investment Management Co | 1,981,532 | $1.62 億 | 2.14% | +64,820+3.4% | 加碼 |
| Voya Investment Management LLC | 1,848,196 | $1.51 億 | 0.17% | −54,119−2.8% | 減碼 |
| Macquarie Group Ltd | 1,686,048 | $1.38 億 | 0.17% | −19,838−1.2% | 減碼 |
| Swiss National Bank | 1,598,700 | $1.31 億 | 0.10% | −193,800−10.8% | 減碼 |
| Canada Pension Plan Investment Board | 1,376,106 | $1.13 億 | 0.16% | +3,400+0.2% | 加碼 |
| Barclays PLC | 1,367,437 | $1.12 億 | 0.07% | +526,386+62.6% | 加碼 |
| HSBC Holdings PLC | 1,280,012 | $1.05 億 | 0.12% | −9,972−0.8% | 減碼 |
| Heitman Real Estate Securities LLC | 1,258,525 | $1.03 億 | 6.20% | −103,511−7.6% | 減碼 |
| Janus Henderson Group PLC | 1,256,409 | $1.03 億 | 0.07% | −287,972−18.6% | 減碼 |
| Alliancebernstein L.P. | 1,213,765 | $9,943 萬 | 0.04% | +63,670+5.5% | 加碼 |
| Adelante Capital Management LLC | 1,204,151 | $9,864 萬 | 7.98% | +49,096+4.3% | 加碼 |
| Standard Life Aberdeen plc | 1,141,439 | $9,351 萬 | 0.24% | +103,788+10.0% | 加碼 |
| Credit Suisse AG | 1,076,353 | $8,817 萬 | 0.09% | +3,674+0.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,067,962 | $8,749 萬 | 0.27% | +234,717+28.2% | 加碼 |
| Schroder Investment Management Group | 1,048,914 | $8,593 萬 | 0.13% | +8,066+0.8% | 加碼 |
| Asset Management One Co.,Ltd. | 1,027,600 | $8,418 萬 | 0.37% | −6,093−0.6% | 減碼 |
| Rhumbline Advisers | 1,023,071 | $8,381 萬 | 0.10% | +18,689+1.9% | 加碼 |
| Pictet Asset Management Holding SA | 1,011,759 | $8,288 萬 | 0.10% | +1,011,759 | 新進 |
| National Pension Service | 1,015,972 | $8,239 萬 | 0.13% | +39,499+4.0% | 加碼 |
| American Century Companies Inc | 947,865 | $7,765 萬 | 0.06% | +128,874+15.7% | 加碼 |
| Public Employees Retirement System of Ohio | 946,828 | $7,756 萬 | 0.35% | +61,557+7.0% | 加碼 |
| California Public Employees Retirement System | 924,708 | $7,575 萬 | 0.07% | +15,515+1.7% | 加碼 |
| APG Asset Management US Inc. | 907,700 | $7,436 萬 | 0.65% | +129,871+16.7% | 加碼 |
| Wells Fargo & Company | 906,695 | $7,428 萬 | 0.02% | −169,418−15.7% | 減碼 |
| Great West Life Assurance Co | 832,888 | $6,826 萬 | 0.16% | +70,083+9.2% | 加碼 |
| Neuberger Berman Group LLC | 828,775 | $6,789 萬 | 0.06% | −20,536−2.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 782,589 | $6,411 萬 | 0.13% | +73,654+10.4% | 加碼 |
| Aew Capital Management L P | 773,095 | $6,333 萬 | 2.65% | +12,306+1.6% | 加碼 |
| California State Teachers Retirement System | 766,201 | $6,277 萬 | 0.10% | −38,884−4.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 733,868 | $6,012 萬 | 0.15% | +2710.0% | 加碼 |
| Swedbank AB | 709,905 | $5,816 萬 | 0.11% | +12,145+1.7% | 加碼 |
| Nomura Asset Management Co Ltd | 708,914 | $5,807 萬 | 0.27% | +39,173+5.8% | 加碼 |
| Lasalle Investment Management Securities LLC | 699,637 | $5,731 萬 | 2.56% | −403,061−36.6% | 減碼 |
| FIL Ltd | 657,791 | $5,389 萬 | 0.06% | −198,678−23.2% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 651,589 | $5,243 萬 | 1.39% | −20,000−3.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 637,580 | $5,223 萬 | 0.19% | −1,346−0.2% | 減碼 |
| Bamco Inc | 634,145 | $5,195 萬 | 0.15% | +82,197+14.9% | 加碼 |
| Royal Bank of Canada | 603,789 | $4,946 萬 | 0.01% | −256,283−29.8% | 減碼 |
| Millennium Management LLC | 583,481 | $4,780 萬 | 0.05% | +462,352+381.7% | 加碼 |
| Los Angeles Capital Management LLC | 566,290 | $4,639 萬 | 0.20% | +506,090+840.7% | 加碼 |
| Epoch Investment Partners, Inc. | 557,161 | $4,564 萬 | 0.29% | −128,161−18.7% | 減碼 |
| Korea Investment CORP | 542,533 | $4,444 萬 | 0.13% | +122,748+29.2% | 加碼 |
| STRS Ohio | 529,581 | $4,338 萬 | 0.19% | −36,280−6.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 524,787 | $4,299 萬 | 0.10% | −1,450−0.3% | 減碼 |
| CORDA Investment Management, LLC. | 506,107 | $4,146 萬 | 3.76% | −26,667−5.0% | 減碼 |
| AXA S.A. | 496,080 | $4,064 萬 | 0.14% | +18,688+3.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 485,706 | $3,979 萬 | 0.09% | +40,500+9.1% | 加碼 |
| Citigroup Inc | 471,507 | $3,863 萬 | 0.06% | +17,129+3.8% | 加碼 |
| New York State Teachers Retirement System | 466,987 | $3,826 萬 | 0.09% | +513+0.1% | 加碼 |
| Waterfront Capital Partners, LLC | 457,238 | $3,746 萬 | 3.79% | −202,012−30.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 450,474 | $3,690 萬 | 0.02% | +65,499+17.0% | 加碼 |
| Envestnet Asset Management Inc | 447,303 | $3,664 萬 | 0.02% | +96,046+27.3% | 加碼 |
| New York State Common Retirement Fund | 440,376 | $3,608 萬 | 0.05% | −79,527−15.3% | 減碼 |
| UBS Group AG | 432,928 | $3,547 萬 | 0.02% | −434,238−50.1% | 減碼 |
| Uniplan Investment Counsel, Inc. | 426,981 | $3,435 萬 | 2.63% | +17,281+4.2% | 加碼 |
| Susquehanna International Group, LLP | 418,640 | $3,429 萬 | 0.05% | −42,483−9.2% | 減碼 |
| Bank of Montreal | 405,168 | $3,419 萬 | 0.02% | +45,369+12.6% | 加碼 |
| Retirement Systems of Alabama | 404,936 | $3,317 萬 | 0.15% | +8,860+2.2% | 加碼 |
| Aviva PLC | 393,149 | $3,221 萬 | 0.14% | −66,544−14.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 366,797 | $2,958 萬 | 0.07% | +15,091+4.3% | 加碼 |
| Bowen Hanes & Co Inc | 350,943 | $2,875 萬 | 0.97% | 00.0% | 不變 |
| Franklin Resources Inc | 339,001 | $2,777 萬 | 0.01% | −14,931−4.2% | 減碼 |
| Presima Inc. | 326,767 | $2,677 萬 | 6.94% | +63,024+23.9% | 加碼 |
| UniSuper Management Pty Ltd | 326,090 | $2,671 萬 | 0.33% | +58,067+21.7% | 加碼 |