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 |
|---|---|---|---|---|---|
| Cbre Clarion Securities LLC | 3,164,277 | $2.59 億 | 5.21% | +657,417+26.2% | 加碼 |
| Russell Investments Group, Ltd. | 3,433,139 | $2.81 億 | 0.56% | −11,505−0.3% | 減碼 |
| Bank of New York Mellon Corp | 3,973,899 | $3.26 億 | 0.07% | −69,312−1.7% | 減碼 |
| Nuveen Asset Management, LLC | 4,085,722 | $3.35 億 | 0.12% | +643,022+18.7% | 加碼 |
| Deutsche Bank AG | 4,261,543 | $3.49 億 | 0.23% | −1,458,308−25.5% | 減碼 |
| Centersquare Investment Management LLC | 4,483,725 | $3.67 億 | 4.63% | −162,191−3.5% | 減碼 |
| UBS Asset Management Americas Inc | 4,977,841 | $4.08 億 | 0.18% | +443,815+9.8% | 加碼 |
| Charles Schwab Investment Management Inc | 5,387,736 | $4.41 億 | 0.13% | +270,251+5.3% | 加碼 |
| Resolution Capital Ltd | 5,482,151 | $4.49 億 | 8.90% | +49,182+0.9% | 加碼 |
| JPMorgan Chase & Co | 5,559,613 | $4.55 億 | 0.05% | −1,999,254−26.4% | 減碼 |
| Morgan Stanley | 6,586,771 | $5.40 億 | 0.05% | +208,711+3.3% | 加碼 |
| Northern Trust Corp | 6,612,701 | $5.42 億 | 0.10% | +118,656+1.8% | 加碼 |
| Legal & General Group Plc | 6,627,731 | $5.43 億 | 0.19% | +48,051+0.7% | 加碼 |
| Dimensional Fund Advisors LP | 7,249,956 | $5.94 億 | 0.19% | +272,017+3.9% | 加碼 |
| Price T Rowe Associates Inc | 7,282,141 | $5.97 億 | 0.09% | +1,215,748+20.0% | 加碼 |
| Daiwa Securities Group Inc. | 7,887,167 | $6.46 億 | 4.60% | −129,606−1.6% | 減碼 |
| Invesco Ltd. | 8,486,611 | $6.95 億 | 0.19% | +1,581,084+22.9% | 加碼 |
| Geode Capital Management, LLC | 12,117,683 | $9.91 億 | 0.12% | +599,465+5.2% | 加碼 |
| Principal Financial Group Inc | 12,925,394 | $10.6 億 | 0.76% | +2,596,718+25.1% | 加碼 |
| FMR LLC | 14,308,179 | $11.7 億 | 0.10% | −189,666−1.3% | 減碼 |
| Capital International Investors | 21,771,112 | $17.8 億 | 0.45% | +387,747+1.8% | 加碼 |
| Wellington Management Group LLP | 26,819,453 | $22.0 億 | 0.44% | −283,817−1.0% | 減碼 |
| Norges Bank | 27,196,050 | $22.3 億 | 0.45% | +9,578,500+54.4% | 加碼 |
| State Street Corp | 32,518,761 | $26.6 億 | 0.15% | +289,360+0.9% | 加碼 |
| Cohen & Steers, Inc. | 40,769,115 | $33.4 億 | 7.68% | +2,760,840+7.3% | 加碼 |
| BlackRock Inc. | 52,625,343 | $43.1 億 | 0.12% | −783,760−1.5% | 減碼 |
| Vanguard Group Inc | 80,757,592 | $66.2 億 | 0.16% | +2,156,673+2.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −59,419−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −52,541−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −47,624−100.0% | 清倉 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −47,363−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −40,089−100.0% | 清倉 |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −25,340−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −22,788−100.0% | 清倉 |
| Broderick Brian C | 0 | $0 | 0.00% | −18,500−100.0% | 清倉 |
| GEM Realty Capital | 0 | $0 | 0.00% | −16,912−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,508−100.0% | 清倉 |
| PFG Advisors | 0 | $0 | 0.00% | −15,885−100.0% | 清倉 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −11,059−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,307−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −8,283−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,091−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −7,505−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,731−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,016−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −2,775−100.0% | 清倉 |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −2,670−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,636−100.0% | 清倉 |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −2,520−100.0% | 清倉 |
| Geller Advisors LLC | 0 | $0 | 0.00% | −2,491−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −1,744−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,567−100.0% | 清倉 |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,084−100.0% | 清倉 |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −387−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −387−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −138−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Horizons Wealth Management | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −92−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Tekla Capital Management LLC | – | – | – | – | 本季未申報 |
| EA Series Trust | – | – | – | – | 本季未申報 |
| Kistler-Tiffany Companies, LLC | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Piershale Financial Group, Inc. | – | – | – | – | 本季未申報 |