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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 57,121 | $515.1 萬 | 0.54% | −80,600−58.5% | 減碼 |
| South Dakota Investment Council | 57,289 | $516.6 萬 | 0.11% | 00.0% | 不變 |
| Alpine Global Management, LLC | 57,700 | $520.3 萬 | 1.42% | +57,700 | 新進 |
| Impax Asset Management Group plc | 57,918 | $522.2 萬 | 0.02% | +25,765+80.1% | 加碼 |
| British Columbia Investment Management Corp | 59,711 | $538.4 萬 | 0.04% | +14,525+32.1% | 加碼 |
| Harbour Trust & Investment Management Co | 59,986 | $540.9 萬 | 0.76% | +59,986 | 新進 |
| Factory Mutual Insurance Co | 60,700 | $547.3 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 61,590 | $555.4 萬 | 0.09% | +767+1.3% | 加碼 |
| SG Americas Securities, LLC | 62,891 | $567.1 萬 | 0.06% | +10,056+19.0% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 63,733 | $574.7 萬 | 1.66% | +8,687+15.8% | 加碼 |
| Truist Financial Corp | 63,764 | $575.0 萬 | 0.01% | −1,448−2.2% | 減碼 |
| Presima Inc. | 63,917 | $576.3 萬 | 1.30% | −262,850−80.4% | 減碼 |
| Ci Investments Inc. | 64,014 | $577.2 萬 | 0.03% | −1,005−1.5% | 減碼 |
| Metis Global Partners, LLC | 64,562 | $582.2 萬 | 0.23% | +6,201+10.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 65,650 | $592.0 萬 | 0.10% | +25,496+63.5% | 加碼 |
| Renaissance Technologies LLC | 65,663 | $592.1 萬 | 0.01% | +65,663 | 新進 |
| Bank of Nova Scotia | 66,930 | $603.5 萬 | 0.01% | +19,730+41.8% | 加碼 |
| HighTower Advisors, LLC | 66,897 | $604.0 萬 | 0.01% | +2,566+4.0% | 加碼 |
| Cinctive Capital Management LP | 67,289 | $606.7 萬 | 0.42% | +67,289 | 新進 |
| M&T Bank Corp | 69,163 | $623.6 萬 | 0.02% | +2,523+3.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 70,000 | $631.2 萬 | 0.46% | +70,000 | 新進 |
| Windle Wealth, LLC | 70,708 | $637.6 萬 | 4.47% | −4,781−6.3% | 減碼 |
| Xponance, Inc. | 71,224 | $642.2 萬 | 0.08% | +4,944+7.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,639 | $655.0 萬 | 0.08% | −2,854−3.8% | 減碼 |
| Rafferty Asset Management, LLC | 74,247 | $669.5 萬 | 0.03% | +16,292+28.1% | 加碼 |
| CIBC Asset Management Inc | 74,352 | $670.4 萬 | 0.03% | +740+1.0% | 加碼 |
| Transform Wealth, LLC | 74,790 | $674.4 萬 | 0.66% | +74,790 | 新進 |
| Public Employees Retirement Association of Colorado | 76,025 | $685.5 萬 | 0.03% | −1,338−1.7% | 減碼 |
| Pictet & Cie (Europe) SA | 78,156 | $704.7 萬 | 0.21% | +5,850+8.1% | 加碼 |
| Degroof Petercam Asset Management | 79,700 | $718.7 萬 | 0.09% | +79,700 | 新進 |
| Central Trust Co | 81,155 | $731.8 萬 | 0.19% | −2,274−2.7% | 減碼 |
| Andra AP-fonden | 81,200 | $732.2 萬 | 0.39% | +30,700+60.8% | 加碼 |
| Trust Co of Toledo NA | 87,217 | $786.4 萬 | 1.35% | −390−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 88,107 | $794.5 萬 | 0.10% | +65,999+298.5% | 加碼 |
| Twinbeech Capital LP | 88,229 | $795.6 萬 | 0.13% | +88,229 | 新進 |
| Captrust Financial Advisors | 88,950 | $802.1 萬 | 0.03% | +450+0.5% | 加碼 |
| TCW Group Inc | 89,564 | $808.5 萬 | 0.09% | +18,807+26.6% | 加碼 |
| Mutual of America Capital Management LLC | 89,770 | $809.5 萬 | 0.09% | −229−0.3% | 減碼 |
| Swiss Life Asset Management Ltd | 89,747 | $810.1 萬 | 0.10% | +6,664+8.0% | 加碼 |
| Venture Visionary Partners LLC | 89,850 | $810.2 萬 | 0.43% | −1,650−1.8% | 減碼 |
| Mackenzie Financial Corp | 90,040 | $811.9 萬 | 0.01% | +30,231+50.5% | 加碼 |
| Makena Capital Management LLC | 92,182 | $831.2 萬 | 1.88% | −43,627−32.1% | 減碼 |
| Quantbot Technologies LP | 92,413 | $833.3 萬 | 0.48% | +92,413 | 新進 |
| Forsta Ap-Fonden | 92,700 | $835.9 萬 | 0.08% | +3,700+4.2% | 加碼 |
| Utah Retirement Systems | 93,103 | $839.5 萬 | 0.11% | +7,600+8.9% | 加碼 |
| Mariner, LLC | 93,832 | $846.2 萬 | 0.02% | +4,416+4.9% | 加碼 |
| Commonwealth Equity Services, LLC | 96,615 | $871.2 萬 | 0.02% | −18,368−16.0% | 減碼 |
| Yousif Capital Management, LLC | 96,869 | $873.5 萬 | 0.10% | +2,351+2.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 96,924 | $874.0 萬 | 0.05% | −5,121−5.0% | 減碼 |
| Czech National Bank | 96,936 | $874.1 萬 | 0.12% | +6,272+6.9% | 加碼 |
| Westpac Banking Corp | 97,489 | $879.1 萬 | 0.72% | +2,943+3.1% | 加碼 |
| Nomura Holdings Inc | 98,221 | $885.7 萬 | 0.08% | +98,221 | 新進 |
| IFM Investors Pty Ltd | 100,486 | $906.1 萬 | 0.11% | +1,942+2.0% | 加碼 |
| AQR Capital Management LLC | 101,035 | $911.0 萬 | 0.02% | −4,251−4.0% | 減碼 |
| ProShare Advisors LLC | 103,016 | $928.9 萬 | 0.03% | −2,063−2.0% | 減碼 |
| USS Investment Management Ltd | 105,407 | $950.5 萬 | 0.09% | −6,251−5.6% | 減碼 |
| DnB Asset Management AS | 105,753 | $953.6 萬 | 0.05% | −2,693−2.5% | 減碼 |
| Connors Investor Services Inc | 106,477 | $960.1 萬 | 1.08% | +106,477 | 新進 |
| Illinois Municipal Retirement Fund | 107,247 | $967.0 萬 | 0.16% | +93,781+696.4% | 加碼 |
| Manning & Napier Group, LLC | 108,067 | $974.4 萬 | 0.12% | −374−0.3% | 減碼 |
| Walleye Capital LLC | 108,203 | $975.7 萬 | 0.14% | +108,203 | 新進 |
| Keybank National Association | 110,672 | $997.9 萬 | 0.04% | −5,352−4.6% | 減碼 |
| Advisor Group Holdings, Inc. | 111,848 | $1,009 萬 | 0.02% | −37,557−25.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 113,170 | $1,020 萬 | 0.03% | +1,461+1.3% | 加碼 |
| Texas Permanent School Fund | 114,274 | $1,030 萬 | 0.09% | +7,092+6.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 117,770 | $1,062 萬 | 0.02% | −5,506−4.5% | 減碼 |
| Tredje AP-fonden | 119,247 | $1,075 萬 | 0.13% | +7,410+6.6% | 加碼 |
| Public Sector Pension Investment Board | 120,956 | $1,091 萬 | 0.08% | +14,601+13.7% | 加碼 |
| Teacher Retirement System of Texas | 121,647 | $1,097 萬 | 0.07% | −70,564−36.7% | 減碼 |
| Nissay Asset Management Corp | 125,613 | $1,133 萬 | 0.09% | +11,702+10.3% | 加碼 |
| Umb Bank N A | 127,242 | $1,147 萬 | 0.17% | +123,116+2,983.9% | 加碼 |
| Calamos Advisors LLC | 127,321 | $1,148 萬 | 0.06% | −1,663−1.3% | 減碼 |
| State of Tennessee, Treasury Department | 131,336 | $1,184 萬 | 0.05% | −19,886−13.2% | 減碼 |
| Cercano Management LLC | 133,289 | $1,202 萬 | 0.40% | 00.0% | 不變 |
| MetLife Investment Management | 134,033 | $1,209 萬 | 0.09% | +6,163+4.8% | 加碼 |
| Davis Selected Advisers | 134,350 | $1,211 萬 | 0.07% | −18,340−12.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 135,406 | $1,221 萬 | 0.43% | −23,615−14.9% | 減碼 |
| Stifel Financial Corp | 137,374 | $1,239 萬 | 0.02% | +6,723+5.1% | 加碼 |
| Amalgamated Bank | 138,482 | $1,249 萬 | 0.10% | +8,332+6.4% | 加碼 |
| Epoch Investment Partners, Inc. | 140,198 | $1,264 萬 | 0.06% | −416,963−74.8% | 減碼 |
| LGT Group Foundation | 139,063 | $1,268 萬 | 0.28% | −28,849−17.2% | 減碼 |
| Bridgewater Associates, LP | 142,217 | $1,282 萬 | 0.07% | +78,395+122.8% | 加碼 |
| National Bank of Canada | 142,242 | $1,284 萬 | 0.02% | +31,506+28.5% | 加碼 |
| Arizona State Retirement System | 145,941 | $1,316 萬 | 0.10% | +5,255+3.7% | 加碼 |
| Squarepoint Ops LLC | 147,340 | $1,329 萬 | 0.05% | +133,259+946.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 149,285 | $1,346 萬 | 0.02% | −5,001−3.2% | 減碼 |
| American International Group, Inc. | 149,837 | $1,351 萬 | 0.06% | +7,924+5.6% | 加碼 |
| State of Michigan Retirement System | 151,509 | $1,366 萬 | 0.08% | +9,300+6.5% | 加碼 |
| Creative Planning | 152,968 | $1,379 萬 | 0.03% | +99,841+187.9% | 加碼 |
| Guggenheim Capital LLC | 155,951 | $1,406 萬 | 0.11% | +2,221+1.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 157,645 | $1,421 萬 | 0.19% | +10,169+6.9% | 加碼 |
| Tiaa Trust, National Association | 158,013 | $1,425 萬 | 0.05% | −825−0.5% | 減碼 |
| Storebrand Asset Management AS | 159,187 | $1,435 萬 | 0.05% | +13,892+9.6% | 加碼 |
| New York Life Investment Management LLC | 160,104 | $1,444 萬 | 0.15% | +70,101+77.9% | 加碼 |
| First Trust Advisors LP | 163,439 | $1,474 萬 | 0.02% | +6,759+4.3% | 加碼 |
| Thrivent Financial for Lutherans | 163,541 | $1,475 萬 | 0.03% | +27,649+20.3% | 加碼 |
| Capital Fund Management S.A. | 165,764 | $1,495 萬 | 0.19% | +165,764 | 新進 |
| LPL Financial LLC | 166,854 | $1,505 萬 | 0.01% | +14,612+9.6% | 加碼 |
| Cerity Partners LLC | 168,106 | $1,516 萬 | 0.05% | +61,324+57.4% | 加碼 |
| AMF Pensionsforsakring AB | 169,582 | $1,531 萬 | 0.13% | 00.0% | 不變 |