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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 320,324 | $2,624 萬 | 0.08% | −122,506−27.7% | 減碼 |
| Raymond James & Associates | 314,758 | $2,578 萬 | 0.02% | +14,823+4.9% | 加碼 |
| State of Alaska, Department of Revenue | 314,450 | $2,576 萬 | 0.33% | +3,114+1.0% | 加碼 |
| Toronto Dominion Bank | 312,891 | $2,563 萬 | 0.04% | +234+0.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 307,036 | $2,515 萬 | 0.11% | +1,404+0.5% | 加碼 |
| Nisa Investment Advisors, LLC | 306,888 | $2,514 萬 | 0.19% | +18,927+6.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 293,029 | $2,400 萬 | 0.09% | +5,646+2.0% | 加碼 |
| B&I Capital AG | 292,350 | $2,395 萬 | 8.66% | −34,950−10.7% | 減碼 |
| Verition Fund Management LLC | 283,490 | $2,322 萬 | 0.31% | +268,390+1,777.4% | 加碼 |
| Chilton Capital Management LLC | 270,679 | $2,217 萬 | 1.24% | −13,427−4.7% | 減碼 |
| Treasurer of the State of North Carolina | 268,151 | $2,197 萬 | 0.12% | +430+0.2% | 加碼 |
| Victory Capital Management Inc | 256,901 | $2,105 萬 | 0.02% | +20,158+8.5% | 加碼 |
| Capital International Inc | 255,568 | $2,094 萬 | 0.40% | +38,841+17.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 252,151 | $2,066 萬 | 0.05% | −296,648−54.1% | 減碼 |
| Hazelview Securities Inc. | 230,561 | $1,884 萬 | 3.43% | −481,381−67.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 226,534 | $1,856 萬 | 0.02% | −4,650−2.0% | 減碼 |
| Jane Street Group, LLC | 221,109 | $1,811 萬 | 0.03% | −153,895−41.0% | 減碼 |
| Brookfield Asset Management Inc. | 217,333 | $1,780 萬 | 0.11% | +217,333 | 新進 |
| Citadel Advisors LLC | 213,407 | $1,748 萬 | 0.02% | +131,352+160.1% | 加碼 |
| Natixis Advisors, L.P. | 206,029 | $1,688 萬 | 0.05% | +63,193+44.2% | 加碼 |
| TD Asset Management Inc | 204,164 | $1,673 萬 | 0.02% | −3,223−1.6% | 減碼 |
| Handelsbanken Fonder AB | 194,830 | $1,596 萬 | 0.09% | +919+0.5% | 加碼 |
| Royal London Asset Management Ltd | 193,120 | $1,583 萬 | 0.05% | +10,050+5.5% | 加碼 |
| Teacher Retirement System of Texas | 192,211 | $1,575 萬 | 0.10% | +742+0.4% | 加碼 |
| Vert Asset Management LLC | 185,289 | $1,518 萬 | 7.70% | +9,024+5.1% | 加碼 |
| Van Eck Associates Corp | 184,300 | $1,510 萬 | 0.03% | +8,657+4.9% | 加碼 |
| Employees Retirement System of Texas | 175,000 | $1,434 萬 | 0.21% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 169,582 | $1,391 萬 | 0.14% | 00.0% | 不變 |
| LGT Group Foundation | 167,912 | $1,372 萬 | 0.34% | −724−0.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 159,021 | $1,303 萬 | 0.60% | −7,103−4.3% | 減碼 |
| Tiaa Trust, National Association | 158,838 | $1,301 萬 | 0.05% | +158,838 | 新進 |
| First Trust Advisors LP | 156,680 | $1,284 萬 | 0.02% | +42,992+37.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 154,535 | $1,266 萬 | 0.59% | −673−0.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 154,286 | $1,264 萬 | 0.02% | +1,023+0.7% | 加碼 |
| Guggenheim Capital LLC | 153,730 | $1,259 萬 | 0.11% | −9,908−6.1% | 減碼 |
| Davis Selected Advisers | 152,690 | $1,251 萬 | 0.08% | −28,860−15.9% | 減碼 |
| LPL Financial LLC | 152,242 | $1,247 萬 | 0.01% | −3,280−2.1% | 減碼 |
| State of Tennessee, Treasury Department | 151,222 | $1,239 萬 | 0.05% | +28,370+23.1% | 加碼 |
| Advisor Group Holdings, Inc. | 149,405 | $1,225 萬 | 0.02% | +42,553+39.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 147,476 | $1,208 萬 | 0.19% | +7,230+5.2% | 加碼 |
| Storebrand Asset Management AS | 145,295 | $1,190 萬 | 0.06% | −10,386−6.7% | 減碼 |
| State of Michigan Retirement System | 142,209 | $1,165 萬 | 0.08% | +5,500+4.0% | 加碼 |
| American International Group, Inc. | 141,913 | $1,163 萬 | 0.08% | +7,323+5.4% | 加碼 |
| Arizona State Retirement System | 140,686 | $1,152 萬 | 0.10% | −1,178−0.8% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 137,721 | $1,128 萬 | 0.73% | −28,979−17.4% | 減碼 |
| Thrivent Financial for Lutherans | 135,892 | $1,113 萬 | 0.03% | −40,041−22.8% | 減碼 |
| Makena Capital Management LLC | 135,809 | $1,113 萬 | 2.38% | +7,565+5.9% | 加碼 |
| Allianz Asset Management GmbH | 133,969 | $1,097 萬 | 0.02% | +487+0.4% | 加碼 |
| Cercano Management LLC | 133,289 | $1,092 萬 | 0.39% | 00.0% | 不變 |
| Stifel Financial Corp | 130,651 | $1,070 萬 | 0.02% | −1,237−0.9% | 減碼 |
| Amalgamated Bank | 130,150 | $1,066 萬 | 0.09% | +8,500+7.0% | 加碼 |
| Calamos Advisors LLC | 128,984 | $1,057 萬 | 0.06% | 00.0% | 不變 |
| MetLife Investment Management | 127,870 | $1,048 萬 | 0.08% | +1,721+1.4% | 加碼 |
| Virginia Retirement Systems Et Al | 127,760 | $1,047 萬 | 0.10% | −11,600−8.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 123,684 | $1,013 萬 | 0.02% | +119,384+2,776.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 123,276 | $1,010 萬 | 0.02% | +5,492+4.7% | 加碼 |
| HBK Investments L P | 119,964 | $982.7 萬 | 0.22% | +119,964 | 新進 |
| Keybank National Association | 116,024 | $950.5 萬 | 0.05% | −6,227−5.1% | 減碼 |
| Commonwealth Equity Services, LLC | 114,983 | $941.9 萬 | 0.02% | −1,212−1.0% | 減碼 |
| Nissay Asset Management Corp | 113,911 | $933.2 萬 | 0.08% | +6,879+6.4% | 加碼 |
| Tredje AP-fonden | 111,837 | $916.2 萬 | 0.14% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 111,709 | $915.1 萬 | 0.03% | +111,709 | 新進 |
| USS Investment Management Ltd | 111,658 | $915.1 萬 | 0.10% | +5,987+5.7% | 加碼 |
| National Bank of Canada | 110,736 | $905.0 萬 | 0.02% | +27,783+33.5% | 加碼 |
| DnB Asset Management AS | 108,446 | $888.4 萬 | 0.05% | +2,920+2.8% | 加碼 |
| Manning & Napier Group, LLC | 108,441 | $888.3 萬 | 0.11% | +2,065+1.9% | 加碼 |
| Texas Permanent School Fund | 107,182 | $878.0 萬 | 0.09% | +2,959+2.8% | 加碼 |
| Cerity Partners LLC | 106,782 | $874.8 萬 | 0.04% | −10,448−8.9% | 減碼 |
| Public Sector Pension Investment Board | 106,355 | $871.3 萬 | 0.06% | 00.0% | 不變 |
| AQR Capital Management LLC | 105,286 | $862.5 萬 | 0.02% | +8,106+8.3% | 加碼 |
| ProShare Advisors LLC | 105,079 | $860.8 萬 | 0.03% | −1,399−1.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 104,300 | $854.4 萬 | 0.07% | +17,616+20.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 102,045 | $836.0 萬 | 0.05% | −1,902−1.8% | 減碼 |
| IFM Investors Pty Ltd | 98,544 | $807.3 萬 | 0.11% | +3,393+3.6% | 加碼 |
| Westpac Banking Corp | 94,546 | $774.5 萬 | 0.58% | +23,557+33.2% | 加碼 |
| Yousif Capital Management, LLC | 94,518 | $774.3 萬 | 0.10% | −281−0.3% | 減碼 |
| Venture Visionary Partners LLC | 91,500 | $749.6 萬 | 0.45% | +77+0.1% | 加碼 |
| Investment Management Corp of Ontario | 91,100 | $746.3 萬 | 0.29% | +91,100 | 新進 |
| Czech National Bank | 90,664 | $742.7 萬 | 0.12% | +31,812+54.1% | 加碼 |
| New York Life Investment Management LLC | 90,003 | $737.3 萬 | 0.08% | +2,945+3.4% | 加碼 |
| Mutual of America Capital Management LLC | 89,999 | $737.2 萬 | 0.09% | −7,975−8.1% | 減碼 |
| Mariner, LLC | 89,416 | $732.6 萬 | 0.02% | +20,101+29.0% | 加碼 |
| Forsta Ap-Fonden | 89,000 | $729.1 萬 | 0.08% | −6,200−6.5% | 減碼 |
| Captrust Financial Advisors | 88,500 | $725.0 萬 | 0.03% | −74−0.1% | 減碼 |
| Trust Co of Toledo NA | 87,607 | $717.7 萬 | 1.41% | −1,208−1.4% | 減碼 |
| Utah Retirement Systems | 85,503 | $700.4 萬 | 0.10% | +200+0.2% | 加碼 |
| Central Trust Co | 83,429 | $683.5 萬 | 0.20% | −970−1.1% | 減碼 |
| Swiss Life Asset Management Ltd | 83,083 | $680.4 萬 | 0.11% | +21,942+35.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 77,363 | $633.8 萬 | 0.03% | −3,099−3.9% | 減碼 |
| Windle Wealth, LLC | 75,489 | $618.4 萬 | 4.61% | −486−0.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 75,493 | $618.4 萬 | 0.08% | −8,700−10.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 73,842 | $604.9 萬 | 0.14% | +42,635+136.6% | 加碼 |
| CIBC Asset Management Inc | 73,612 | $603.0 萬 | 0.03% | +5,140+7.5% | 加碼 |
| Pictet & Cie (Europe) SA | 72,306 | $592.3 萬 | 0.21% | −982−1.3% | 減碼 |
| TCW Group Inc | 70,757 | $579.6 萬 | 0.07% | +226+0.3% | 加碼 |
| UBS Oconnor LLC | 68,483 | $561.0 萬 | 0.10% | +52,396+325.7% | 加碼 |
| M&T Bank Corp | 66,640 | $546.0 萬 | 0.02% | +2,796+4.4% | 加碼 |
| First Republic Investment Management, Inc. | 66,285 | $543.0 萬 | 0.02% | +66,285 | 新進 |
| Xponance, Inc. | 66,280 | $543.0 萬 | 0.07% | +4,201+6.8% | 加碼 |
| Truist Financial Corp | 65,212 | $534.2 萬 | 0.01% | −3,091−4.5% | 減碼 |