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 4 季 13F 持有人
Welltower Inc. 在 2023/12/31 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
- 935
- 較 2023 年第 3 季 +115 家
- 持有股數
- 5.39 億
- 較 2023 年第 3 季 +2,548 萬 (+5.0%)
- 總市值
- $485.5 億
- 較 2023 年第 3 季 +$65.2 億 (+15.5%)
- 新進機構
- 160
- 另有 369 家加碼
- 清倉機構
- 45
- 另有 262 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SEI Investments Co | 2,297,223 | $2.07 億 | 0.33% | +307,159+15.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,446,694 | $2.21 億 | 0.16% | +126,949+5.5% | 加碼 |
| PGGM Investments | 2,467,640 | $2.23 億 | 3.39% | +107,311+4.5% | 加碼 |
| Amundi | 2,636,356 | $2.36 億 | 0.11% | +9,647+0.4% | 加碼 |
| Prudential Financial Inc | 2,733,851 | $2.46 億 | 0.37% | −169,570−5.8% | 減碼 |
| Cbre Clarion Securities LLC | 2,884,400 | $2.60 億 | 4.72% | −279,877−8.8% | 減碼 |
| Russell Investments Group, Ltd. | 3,944,283 | $3.56 億 | 0.63% | +511,144+14.9% | 加碼 |
| Bank of New York Mellon Corp | 3,990,243 | $3.60 億 | 0.07% | +16,344+0.4% | 加碼 |
| Goldman Sachs Group Inc | 4,300,971 | $3.88 億 | 0.09% | +1,316,745+44.1% | 加碼 |
| Centersquare Investment Management LLC | 4,479,350 | $4.04 億 | 4.51% | −4,375−0.1% | 減碼 |
| Nuveen Asset Management, LLC | 4,528,017 | $4.07 億 | 0.13% | +442,295+10.8% | 加碼 |
| JPMorgan Chase & Co | 4,720,141 | $4.26 億 | 0.04% | −839,472−15.1% | 減碼 |
| Deutsche Bank AG | 5,277,370 | $4.76 億 | 0.24% | +1,015,827+23.8% | 加碼 |
| Northern Trust Corp | 5,489,076 | $4.95 億 | 0.09% | −1,123,625−17.0% | 減碼 |
| UBS Asset Management Americas Inc | 5,676,848 | $5.12 億 | 0.20% | +699,007+14.0% | 加碼 |
| Charles Schwab Investment Management Inc | 5,866,967 | $5.29 億 | 0.13% | +479,231+8.9% | 加碼 |
| Resolution Capital Ltd | 6,018,340 | $5.43 億 | 9.84% | +536,189+9.8% | 加碼 |
| Morgan Stanley | 6,596,624 | $5.95 億 | 0.05% | +9,853+0.1% | 加碼 |
| Price T Rowe Associates Inc | 7,175,080 | $6.47 億 | 0.09% | −107,061−1.5% | 減碼 |
| Legal & General Group Plc | 7,303,769 | $6.59 億 | 0.20% | +676,038+10.2% | 加碼 |
| Dimensional Fund Advisors LP | 7,590,681 | $6.84 億 | 0.20% | +340,725+4.7% | 加碼 |
| Invesco Ltd. | 7,632,920 | $6.88 億 | 0.16% | −853,691−10.1% | 減碼 |
| Daiwa Securities Group Inc. | 7,986,481 | $7.20 億 | 4.48% | +99,314+1.3% | 加碼 |
| FMR LLC | 12,094,769 | $10.9 億 | 0.08% | −2,213,410−15.5% | 減碼 |
| Principal Financial Group Inc | 13,012,500 | $11.7 億 | 0.75% | +87,106+0.7% | 加碼 |
| Geode Capital Management, LLC | 13,190,660 | $11.9 億 | 0.12% | +1,072,977+8.9% | 加碼 |
| Bank of America Corp | 14,900,455 | $13.4 億 | 0.15% | +11,755,119+373.7% | 加碼 |
| Wellington Management Group LLP | 16,242,213 | $14.6 億 | 0.27% | −10,577,240−39.4% | 減碼 |
| Capital International Investors | 23,132,262 | $20.9 億 | 0.47% | +1,361,150+6.3% | 加碼 |
| Norges Bank | 27,204,604 | $24.5 億 | 0.43% | +8,5540.0% | 加碼 |
| State Street Corp | 35,630,823 | $32.1 億 | 0.16% | +3,112,062+9.6% | 加碼 |
| Cohen & Steers, Inc. | 40,846,208 | $36.8 億 | 7.45% | +77,093+0.2% | 加碼 |
| BlackRock Inc. | 58,183,583 | $52.5 億 | 0.13% | +5,558,240+10.6% | 加碼 |
| Vanguard Group Inc | 85,930,671 | $77.5 億 | 0.17% | +5,173,079+6.4% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −457,238−100.0% | 清倉 |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −50,508−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | −20,477−100.0% | 清倉 |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −17,218−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −13,803−100.0% | 清倉 |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −12,591−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,583−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,575−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −8,894−100.0% | 清倉 |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −7,418−100.0% | 清倉 |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,940−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,409−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,178−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,779−100.0% | 清倉 |
| Trinity Financial Advisors LLC | 0 | $0 | 0.00% | −3,428−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −3,164−100.0% | 清倉 |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −3,085−100.0% | 清倉 |
| Old National Bancorp | 0 | $0 | 0.00% | −3,032−100.0% | 清倉 |
| First International Bank & Trust | 0 | $0 | 0.00% | −2,743−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −2,643−100.0% | 清倉 |
| Balentine LLC | 0 | $0 | 0.00% | −2,612−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,596−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −2,403−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,576−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,324−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,242−100.0% | 清倉 |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −892−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −245−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −239−100.0% | 清倉 |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −155−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Private Asset Management Inc | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| Colony Group LLC | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Sutton Wealth Advisors Inc. | – | – | – | – | 本季未申報 |
| Kenfarb & Co. | – | – | – | – | 本季未申報 |