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 |
|---|---|---|---|---|---|
| HBK Investments L P | 171,374 | $1,545 萬 | 0.37% | +51,410+42.9% | 加碼 |
| TD Asset Management Inc | 178,800 | $1,612 萬 | 0.02% | −25,364−12.4% | 減碼 |
| Jane Street Group, LLC | 179,248 | $1,616 萬 | 0.02% | −41,861−18.9% | 減碼 |
| Hazelview Securities Inc. | 185,251 | $1,622 萬 | 2.91% | −45,310−19.7% | 減碼 |
| Employees Retirement System of Texas | 185,000 | $1,668 萬 | 0.20% | +10,000+5.7% | 加碼 |
| Vert Asset Management LLC | 186,605 | $1,683 萬 | 7.26% | +1,316+0.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 202,559 | $1,827 萬 | 0.13% | +157,845+353.0% | 加碼 |
| Royal London Asset Management Ltd | 206,079 | $1,858 萬 | 0.05% | +12,959+6.7% | 加碼 |
| Chilton Capital Management LLC | 213,272 | $1,923 萬 | 0.98% | −57,407−21.2% | 減碼 |
| Handelsbanken Fonder AB | 214,289 | $1,932 萬 | 0.09% | +19,459+10.0% | 加碼 |
| Van Eck Associates Corp | 216,268 | $1,950 萬 | 0.04% | +31,968+17.3% | 加碼 |
| Millennium Management LLC | 217,205 | $1,959 萬 | 0.02% | −366,276−62.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 218,746 | $1,972 萬 | 0.02% | −7,788−3.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 218,839 | $1,973 萬 | 0.14% | +114,539+109.8% | 加碼 |
| Susquehanna International Group, LLP | 221,155 | $1,994 萬 | 0.03% | −197,485−47.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 221,682 | $1,999 萬 | 0.36% | +221,682 | 新進 |
| Brookfield Asset Management Inc. | 230,351 | $2,077 萬 | 0.12% | +13,018+6.0% | 加碼 |
| Natixis Advisors, L.P. | 231,424 | $2,087 萬 | 0.05% | +25,395+12.3% | 加碼 |
| Victory Capital Management Inc | 232,760 | $2,099 萬 | 0.02% | −24,141−9.4% | 減碼 |
| CIBC World Markets Corp | 253,966 | $2,290 萬 | 0.12% | +225,335+787.0% | 加碼 |
| Marshall Wace, LLP | 273,024 | $2,462 萬 | 0.05% | +273,024 | 新進 |
| B&I Capital AG | 274,850 | $2,478 萬 | 7.80% | −17,500−6.0% | 減碼 |
| Capital International Inc | 284,061 | $2,561 萬 | 0.40% | +28,493+11.1% | 加碼 |
| Treasurer of the State of North Carolina | 286,221 | $2,581 萬 | 0.12% | +18,070+6.7% | 加碼 |
| Voloridge Investment Management, LLC | 287,944 | $2,596 萬 | 0.10% | +246,384+592.8% | 加碼 |
| Nisa Investment Advisors, LLC | 302,228 | $2,725 萬 | 0.19% | −4,660−1.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 310,624 | $2,801 萬 | 0.10% | +17,595+6.0% | 加碼 |
| Franklin Resources Inc | 324,129 | $2,923 萬 | 0.01% | −14,872−4.4% | 減碼 |
| Raymond James & Associates | 333,109 | $3,004 萬 | 0.02% | +18,351+5.8% | 加碼 |
| State of Alaska, Department of Revenue | 335,287 | $3,023 萬 | 0.36% | +20,837+6.6% | 加碼 |
| UniSuper Management Pty Ltd | 338,647 | $3,054 萬 | 0.34% | +12,557+3.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 340,277 | $3,068 萬 | 0.12% | +33,241+10.8% | 加碼 |
| Bowen Hanes & Co Inc | 351,023 | $3,165 萬 | 0.95% | +800.0% | 加碼 |
| State of Wisconsin Investment Board | 356,380 | $3,213 萬 | 0.09% | +36,056+11.3% | 加碼 |
| Toronto Dominion Bank | 362,861 | $3,272 萬 | 0.05% | +49,970+16.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 366,558 | $3,305 萬 | 0.08% | +311,122+561.2% | 加碼 |
| Allianz Asset Management GmbH | 367,604 | $3,315 萬 | 0.06% | +233,635+174.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 372,575 | $3,391 萬 | 0.07% | +5,778+1.6% | 加碼 |
| Los Angeles Capital Management LLC | 402,281 | $3,627 萬 | 0.14% | −164,009−29.0% | 減碼 |
| Retirement Systems of Alabama | 409,626 | $3,694 萬 | 0.16% | +4,690+1.2% | 加碼 |
| New York State Common Retirement Fund | 414,754 | $3,740 萬 | 0.05% | −25,622−5.8% | 減碼 |
| Envestnet Asset Management Inc | 438,470 | $3,954 萬 | 0.02% | −8,833−2.0% | 減碼 |
| Aviva PLC | 442,433 | $3,989 萬 | 0.14% | +49,284+12.5% | 加碼 |
| Citigroup Inc | 449,311 | $4,051 萬 | 0.05% | −22,196−4.7% | 減碼 |
| Qube Research & Technologies Ltd | 450,618 | $4,063 萬 | 0.09% | +445,412+8,555.7% | 加碼 |
| CORDA Investment Management, LLC. | 464,797 | $4,191 萬 | 3.52% | −41,310−8.2% | 減碼 |
| New York State Teachers Retirement System | 468,527 | $4,225 萬 | 0.09% | +1,540+0.3% | 加碼 |
| Uniplan Investment Counsel, Inc. | 470,524 | $4,289 萬 | 3.19% | +43,543+10.2% | 加碼 |
| AXA S.A. | 476,107 | $4,293 萬 | 0.14% | −19,973−4.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 498,045 | $4,491 萬 | 0.03% | +47,571+10.6% | 加碼 |
| STRS Ohio | 522,918 | $4,715 萬 | 0.20% | −6,663−1.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 532,587 | $4,803 萬 | 0.11% | −201,281−27.4% | 減碼 |
| Korea Investment CORP | 534,346 | $4,818 萬 | 0.13% | −8,187−1.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 539,797 | $4,867 萬 | 0.09% | +287,646+114.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 546,613 | $4,929 萬 | 0.10% | +21,826+4.2% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 551,589 | $4,974 萬 | 1.21% | −100,000−15.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 580,146 | $5,231 萬 | 0.08% | +456,462+369.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 582,606 | $5,253 萬 | 0.11% | +96,900+20.0% | 加碼 |
| Bank of Montreal | 585,044 | $5,333 萬 | 0.03% | +179,876+44.4% | 加碼 |
| Nordea Investment Management AB | 594,677 | $5,406 萬 | 0.07% | +555,353+1,412.2% | 加碼 |
| FIL Ltd | 613,819 | $5,535 萬 | 0.06% | −43,972−6.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 649,487 | $5,856 萬 | 0.20% | +11,907+1.9% | 加碼 |
| Bamco Inc | 684,515 | $6,172 萬 | 0.16% | +50,370+7.9% | 加碼 |
| Lasalle Investment Management Securities LLC | 704,288 | $6,351 萬 | 2.51% | +4,651+0.7% | 加碼 |
| Swedbank AB | 715,496 | $6,452 萬 | 0.10% | +5,591+0.8% | 加碼 |
| Neuberger Berman Group LLC | 730,115 | $6,583 萬 | 0.06% | −98,660−11.9% | 減碼 |
| Royal Bank of Canada | 763,469 | $6,884 萬 | 0.02% | +159,680+26.4% | 加碼 |
| Nomura Asset Management Co Ltd | 771,203 | $6,954 萬 | 0.29% | +62,289+8.8% | 加碼 |
| California State Teachers Retirement System | 812,932 | $7,330 萬 | 0.10% | +46,731+6.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 864,720 | $7,688 萬 | 0.14% | +82,131+10.5% | 加碼 |
| Citadel Advisors LLC | 873,462 | $7,876 萬 | 0.08% | +660,055+309.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 882,340 | $7,956 萬 | 0.22% | −185,622−17.4% | 減碼 |
| Wells Fargo & Company | 902,278 | $8,136 萬 | 0.02% | −4,417−0.5% | 減碼 |
| Great West Life Assurance Co | 961,088 | $8,642 萬 | 0.19% | +128,200+15.4% | 加碼 |
| APG Asset Management US Inc. | 966,867 | $8,718 萬 | 0.53% | +59,167+6.5% | 加碼 |
| California Public Employees Retirement System | 977,362 | $8,813 萬 | 0.07% | +52,654+5.7% | 加碼 |
| Public Employees Retirement System of Ohio | 1,019,796 | $9,196 萬 | 0.37% | +72,968+7.7% | 加碼 |
| Schroder Investment Management Group | 1,029,422 | $9,282 萬 | 0.12% | −19,492−1.9% | 減碼 |
| National Pension Service | 1,047,763 | $9,448 萬 | 0.13% | +31,791+3.1% | 加碼 |
| Pictet Asset Management Holding SA | 1,048,363 | $9,453 萬 | 0.10% | +36,604+3.6% | 加碼 |
| American Century Companies Inc | 1,049,871 | $9,467 萬 | 0.07% | +102,006+10.8% | 加碼 |
| Credit Suisse AG | 1,066,822 | $9,620 萬 | 0.09% | −9,531−0.9% | 減碼 |
| UBS Group AG | 1,072,283 | $9,669 萬 | 0.04% | +639,355+147.7% | 加碼 |
| Heitman Real Estate Securities LLC | 1,075,904 | $9,701 萬 | 5.23% | −182,621−14.5% | 減碼 |
| Rhumbline Advisers | 1,084,762 | $9,781 萬 | 0.10% | +61,691+6.0% | 加碼 |
| Asset Management One Co.,Ltd. | 1,084,587 | $9,887 萬 | 0.40% | +56,987+5.5% | 加碼 |
| Aew Capital Management L P | 1,174,880 | $1.06 億 | 3.86% | +401,785+52.0% | 加碼 |
| Standard Life Aberdeen plc | 1,176,918 | $1.06 億 | 0.23% | +35,479+3.1% | 加碼 |
| Adelante Capital Management LLC | 1,297,493 | $1.17 億 | 8.11% | +93,342+7.8% | 加碼 |
| Alliancebernstein L.P. | 1,303,844 | $1.18 億 | 0.05% | +90,079+7.4% | 加碼 |
| HSBC Holdings PLC | 1,419,408 | $1.28 億 | 0.12% | +139,396+10.9% | 加碼 |
| Janus Henderson Group PLC | 1,543,300 | $1.39 億 | 0.08% | +286,891+22.8% | 加碼 |
| Canada Pension Plan Investment Board | 1,568,006 | $1.41 億 | 0.18% | +191,900+13.9% | 加碼 |
| Swiss National Bank | 1,622,100 | $1.46 億 | 0.11% | +23,400+1.5% | 加碼 |
| Boston Partners | 1,672,288 | $1.51 億 | 0.20% | −906,817−35.2% | 減碼 |
| Voya Investment Management LLC | 1,828,958 | $1.65 億 | 0.17% | −19,238−1.0% | 減碼 |
| Macquarie Group Ltd | 1,928,431 | $1.74 億 | 0.20% | +242,383+14.4% | 加碼 |
| Ameriprise Financial Inc | 2,038,870 | $1.83 億 | 0.05% | −264,470−11.5% | 減碼 |
| Duff & Phelps Investment Management Co | 2,101,707 | $1.90 億 | 2.28% | +120,175+6.1% | 加碼 |
| Barclays PLC | 2,134,594 | $1.92 億 | 0.10% | +767,157+56.1% | 加碼 |