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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 20,144 | $181.6 萬 | 0.25% | −447−2.2% | 減碼 |
| Perpetual Ltd | 20,614 | $185.9 萬 | 0.02% | +7,030+51.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 20,704 | $186.7 萬 | 0.07% | −2,200−9.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 21,042 | $189.7 萬 | 0.17% | −51−0.2% | 減碼 |
| Formula Growth Ltd | 21,619 | $194.9 萬 | 0.62% | +3,600+20.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 22,170 | $199.9 萬 | 0.02% | +402+1.8% | 加碼 |
| Walleye Trading LLC | 22,257 | $200.7 萬 | 0.03% | +22,257 | 新進 |
| Dean Investment Associates, LLC | 22,572 | $203.5 萬 | 0.29% | −679−2.9% | 減碼 |
| United Capital Financial Advisers, LLC | 22,799 | $205.6 萬 | 0.02% | +4,078+21.8% | 加碼 |
| Atria Investments LLC | 22,927 | $206.7 萬 | 0.03% | +5,857+34.3% | 加碼 |
| Old North State Wealth Management, LLC | 23,160 | $209.0 萬 | 1.54% | +549+2.4% | 加碼 |
| Raymond James Trust N.A. | 23,326 | $210.3 萬 | 0.06% | −725−3.0% | 減碼 |
| Avitas Wealth Management LLC | 23,474 | $211.7 萬 | 0.35% | +760+3.3% | 加碼 |
| Engineers Gate Manager LP | 23,731 | $214.0 萬 | 0.06% | +23,731 | 新進 |
| Shell Asset Management Co | 24,670 | $222.4 萬 | 0.10% | −6,299−20.3% | 減碼 |
| Private Advisor Group, LLC | 24,704 | $222.8 萬 | 0.02% | −463−1.8% | 減碼 |
| Quantinno Capital Management LP | 24,776 | $223.4 萬 | 0.08% | +4,819+24.1% | 加碼 |
| Appleton Partners Inc | 24,954 | $225.0 萬 | 0.18% | +720+3.0% | 加碼 |
| Ensign Peak Advisors, Inc | 25,040 | $225.8 萬 | 0.00% | +9,515+61.3% | 加碼 |
| Kornitzer Capital Management Inc | 25,190 | $227.1 萬 | 0.04% | 00.0% | 不變 |
| Pensionfund Sabic | 25,259 | $227.8 萬 | 0.72% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $229.9 萬 | 0.03% | −11,000−30.1% | 減碼 |
| New Mexico Educational Retirement Board | 25,848 | $233.1 萬 | 0.09% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 26,074 | $235.1 萬 | 0.01% | −1,868−6.7% | 減碼 |
| Boston Family Office LLC | 26,511 | $239.0 萬 | 0.18% | −1,005−3.7% | 減碼 |
| Oppenheimer & Co Inc | 26,509 | $239.0 萬 | 0.04% | +2,158+8.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 26,756 | $241.3 萬 | 0.05% | −47,086−63.8% | 減碼 |
| Romano Brothers and Company | 26,905 | $242.6 萬 | 0.36% | +214+0.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 26,983 | $243.3 萬 | 0.05% | +375+1.4% | 加碼 |
| Lincluden Management Ltd | 27,371 | $246.8 萬 | 0.30% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 29,853 | $252.1 萬 | 0.18% | −8,200−21.5% | 減碼 |
| Credit Agricole S A | 28,813 | $259.8 萬 | 0.05% | +10,787+59.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,255 | $263.8 萬 | 0.31% | +443+1.5% | 加碼 |
| Kempen Capital Management N.V. | 29,300 | $264.2 萬 | 0.04% | +29,300 | 新進 |
| Naviter Wealth, LLC | 29,451 | $265.6 萬 | 0.53% | +4,585+18.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 29,600 | $266.9 萬 | 0.03% | +29,600 | 新進 |
| Spirit of America Management Corp | 29,975 | $270.3 萬 | 0.59% | +5,650+23.2% | 加碼 |
| Summit Place Financial Advisors, LLC | 30,174 | $272.1 萬 | 1.78% | +616+2.1% | 加碼 |
| Kinneret Advisory, LLC | 30,394 | $274.1 萬 | 0.30% | −193−0.6% | 減碼 |
| Rainey & Randall Investment Management Inc. | 30,495 | $275.0 萬 | 0.70% | +180+0.6% | 加碼 |
| Commerce Bank | 30,760 | $277.4 萬 | 0.02% | +4,003+15.0% | 加碼 |
| KBC Group NV | 30,911 | $278.8 萬 | 0.01% | −1,723−5.3% | 減碼 |
| Blair William & Co | 31,004 | $279.6 萬 | 0.01% | +918+3.1% | 加碼 |
| Rockefeller Capital Management L.P. | 32,268 | $291.0 萬 | 0.01% | −10,727−24.9% | 減碼 |
| National Asset Management, Inc. | 32,641 | $294.3 萬 | 0.08% | −1,798−5.2% | 減碼 |
| Spinnaker Trust | 32,960 | $297.2 萬 | 0.20% | −976−2.9% | 減碼 |
| CI Private Wealth, LLC | 33,188 | $299.3 萬 | 0.01% | +1,025+3.2% | 加碼 |
| Westover Capital Advisors, LLC | 33,439 | $301.5 萬 | 0.98% | +2,277+7.3% | 加碼 |
| Louisiana State Employees Retirement System | 33,500 | $302.1 萬 | 0.06% | +1,400+4.4% | 加碼 |
| Banque Cantonale Vaudoise | 33,693 | $303.7 萬 | 0.13% | +20,230+150.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 33,709 | $304.0 萬 | 0.01% | −1,943−5.4% | 減碼 |
| Capital Group Private Client Services, Inc. | 33,934 | $306.0 萬 | 0.03% | −1,377−3.9% | 減碼 |
| MML Investors Services, LLC | 34,246 | $308.8 萬 | 0.01% | +3,382+11.0% | 加碼 |
| Agf Management Ltd | 34,477 | $310.9 萬 | 0.02% | +1,108+3.3% | 加碼 |
| Securian Asset Management, Inc | 34,987 | $315.5 萬 | 0.09% | −2,237−6.0% | 減碼 |
| Pathstone Holdings, LLC | 35,945 | $324.1 萬 | 0.02% | +35,945 | 新進 |
| Sarasin & Partners LLP | 35,992 | $324.5 萬 | 0.04% | −15,903−30.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 36,303 | $327.3 萬 | 0.04% | +2,990+9.0% | 加碼 |
| Pacer Advisors, Inc. | 36,597 | $330.0 萬 | 0.01% | +4,901+15.5% | 加碼 |
| D L Carlson Investment Group Inc | 35,374 | $331.6 萬 | 0.67% | +35,374 | 新進 |
| Brown Advisory Inc | 36,826 | $332.1 萬 | 0.00% | −2,380−6.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 37,190 | $335.3 萬 | 0.39% | −140.0% | 減碼 |
| Hartford Investment Management Co | 37,251 | $335.9 萬 | 0.13% | −4,791−11.4% | 減碼 |
| Maryland State Retirement & Pension System | 37,946 | $342.2 萬 | 0.07% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 37,989 | $342.5 萬 | 0.99% | +37,989 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 38,985 | $351.5 萬 | 0.04% | +1,371+3.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 39,045 | $352.1 萬 | 0.05% | −1,272−3.2% | 減碼 |
| Metropolitan Life Insurance Co | 39,473 | $355.9 萬 | 0.17% | +2,081+5.6% | 加碼 |
| Prudential PLC | 39,639 | $357.4 萬 | 0.04% | +1,646+4.3% | 加碼 |
| Vident Advisory, LLC | 40,369 | $364.0 萬 | 0.09% | +1,164+3.0% | 加碼 |
| Fifth Third Bancorp | 40,690 | $366.9 萬 | 0.02% | +349+0.9% | 加碼 |
| JustInvest LLC | 40,713 | $367.1 萬 | 0.09% | +2,821+7.4% | 加碼 |
| Wealthfront Advisers LLC | 41,504 | $374.2 萬 | 0.01% | +7,641+22.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 42,175 | $380.3 萬 | 0.04% | 00.0% | 不變 |
| Magnetar Financial LLC | 42,515 | $383.4 萬 | 0.10% | +42,515 | 新進 |
| Advisors Asset Management, Inc. | 44,021 | $396.9 萬 | 0.08% | −1,579−3.5% | 減碼 |
| Kentucky Retirement Systems | 44,283 | $399.3 萬 | 0.12% | +3,594+8.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 44,828 | $404.2 萬 | 0.11% | −330−0.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 45,288 | $408.4 萬 | 0.11% | +3,688+8.9% | 加碼 |
| Norinchukin Bank, The | 45,447 | $409.8 萬 | 0.10% | +784+1.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 45,543 | $410.7 萬 | 0.00% | +1,551+3.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 45,883 | $413.7 萬 | 0.01% | −9,608−17.3% | 減碼 |
| Peapack Gladstone Financial Corp | 46,589 | $420.1 萬 | 0.07% | −1,147−2.4% | 減碼 |
| Callahan Advisors, LLC | 47,231 | $425.9 萬 | 0.49% | −1,452−3.0% | 減碼 |
| US Bancorp | 47,833 | $431.3 萬 | 0.01% | +8,431+21.4% | 加碼 |
| Cetera Advisor Networks LLC | 48,148 | $434.1 萬 | 0.02% | +694+1.5% | 加碼 |
| QRG Capital Management, Inc. | 48,271 | $435.3 萬 | 0.06% | −2,198−4.4% | 減碼 |
| Windward Capital Management Co | 49,792 | $449.0 萬 | 0.39% | +338+0.7% | 加碼 |
| Vestcor Inc | 50,239 | $453.0 萬 | 0.15% | +17,936+55.5% | 加碼 |
| Natixis | 50,851 | $458.5 萬 | 0.03% | +18,437+56.9% | 加碼 |
| Janney Montgomery Scott LLC | 51,631 | $465.6 萬 | 0.02% | +196+0.4% | 加碼 |
| Garland Capital Management Inc | 52,221 | $470.9 萬 | 3.31% | −3,432−6.2% | 減碼 |
| Fred Alger Management, LLC | 53,191 | $479.6 萬 | 0.03% | +23,366+78.3% | 加碼 |
| Carret Asset Management, LLC | 54,148 | $488.3 萬 | 0.62% | −5,086−8.6% | 減碼 |
| ING Groep NV | 54,616 | $492.5 萬 | 0.04% | −4,651−7.8% | 減碼 |
| Ethic Inc. | 54,787 | $494.0 萬 | 0.15% | +27,861+103.5% | 加碼 |
| Pensionfund DSM Netherlands | 55,753 | $502.7 萬 | 3.03% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 55,804 | $503.2 萬 | 0.23% | −4,635−7.7% | 減碼 |
| Alyeska Investment Group, L.P. | 56,205 | $506.8 萬 | 0.03% | +56,205 | 新進 |
| Advisors Management Group Inc | 56,834 | $512.5 萬 | 1.39% | −2,099−3.6% | 減碼 |