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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 88,107 | $794.5 萬 | 0.10% | +65,999+298.5% | 加碼 |
| Trust Co of Toledo NA | 87,217 | $786.4 萬 | 1.35% | −390−0.4% | 減碼 |
| Andra AP-fonden | 81,200 | $732.2 萬 | 0.39% | +30,700+60.8% | 加碼 |
| Central Trust Co | 81,155 | $731.8 萬 | 0.19% | −2,274−2.7% | 減碼 |
| Degroof Petercam Asset Management | 79,700 | $718.7 萬 | 0.09% | +79,700 | 新進 |
| Pictet & Cie (Europe) SA | 78,156 | $704.7 萬 | 0.21% | +5,850+8.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 76,025 | $685.5 萬 | 0.03% | −1,338−1.7% | 減碼 |
| Transform Wealth, LLC | 74,790 | $674.4 萬 | 0.66% | +74,790 | 新進 |
| CIBC Asset Management Inc | 74,352 | $670.4 萬 | 0.03% | +740+1.0% | 加碼 |
| Rafferty Asset Management, LLC | 74,247 | $669.5 萬 | 0.03% | +16,292+28.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,639 | $655.0 萬 | 0.08% | −2,854−3.8% | 減碼 |
| Xponance, Inc. | 71,224 | $642.2 萬 | 0.08% | +4,944+7.5% | 加碼 |
| Windle Wealth, LLC | 70,708 | $637.6 萬 | 4.47% | −4,781−6.3% | 減碼 |
| Lighthouse Investment Partners, LLC | 70,000 | $631.2 萬 | 0.46% | +70,000 | 新進 |
| M&T Bank Corp | 69,163 | $623.6 萬 | 0.02% | +2,523+3.8% | 加碼 |
| Cinctive Capital Management LP | 67,289 | $606.7 萬 | 0.42% | +67,289 | 新進 |
| HighTower Advisors, LLC | 66,897 | $604.0 萬 | 0.01% | +2,566+4.0% | 加碼 |
| Bank of Nova Scotia | 66,930 | $603.5 萬 | 0.01% | +19,730+41.8% | 加碼 |
| Renaissance Technologies LLC | 65,663 | $592.1 萬 | 0.01% | +65,663 | 新進 |
| Oregon Public Employees Retirement Fund | 65,650 | $592.0 萬 | 0.10% | +25,496+63.5% | 加碼 |
| Metis Global Partners, LLC | 64,562 | $582.2 萬 | 0.23% | +6,201+10.6% | 加碼 |
| Ci Investments Inc. | 64,014 | $577.2 萬 | 0.03% | −1,005−1.5% | 減碼 |
| Presima Inc. | 63,917 | $576.3 萬 | 1.30% | −262,850−80.4% | 減碼 |
| Truist Financial Corp | 63,764 | $575.0 萬 | 0.01% | −1,448−2.2% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 63,733 | $574.7 萬 | 1.66% | +8,687+15.8% | 加碼 |
| SG Americas Securities, LLC | 62,891 | $567.1 萬 | 0.06% | +10,056+19.0% | 加碼 |
| Pinnacle Associates Ltd | 61,590 | $555.4 萬 | 0.09% | +767+1.3% | 加碼 |
| Factory Mutual Insurance Co | 60,700 | $547.3 萬 | 0.07% | 00.0% | 不變 |
| Harbour Trust & Investment Management Co | 59,986 | $540.9 萬 | 0.76% | +59,986 | 新進 |
| British Columbia Investment Management Corp | 59,711 | $538.4 萬 | 0.04% | +14,525+32.1% | 加碼 |
| Impax Asset Management Group plc | 57,918 | $522.2 萬 | 0.02% | +25,765+80.1% | 加碼 |
| Alpine Global Management, LLC | 57,700 | $520.3 萬 | 1.42% | +57,700 | 新進 |
| South Dakota Investment Council | 57,289 | $516.6 萬 | 0.11% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 57,121 | $515.1 萬 | 0.54% | −80,600−58.5% | 減碼 |
| Advisors Management Group Inc | 56,834 | $512.5 萬 | 1.39% | −2,099−3.6% | 減碼 |
| Alyeska Investment Group, L.P. | 56,205 | $506.8 萬 | 0.03% | +56,205 | 新進 |
| Azimuth Capital Investment Management LLC | 55,804 | $503.2 萬 | 0.23% | −4,635−7.7% | 減碼 |
| Pensionfund DSM Netherlands | 55,753 | $502.7 萬 | 3.03% | 00.0% | 不變 |
| Ethic Inc. | 54,787 | $494.0 萬 | 0.15% | +27,861+103.5% | 加碼 |
| ING Groep NV | 54,616 | $492.5 萬 | 0.04% | −4,651−7.8% | 減碼 |
| Carret Asset Management, LLC | 54,148 | $488.3 萬 | 0.62% | −5,086−8.6% | 減碼 |
| Fred Alger Management, LLC | 53,191 | $479.6 萬 | 0.03% | +23,366+78.3% | 加碼 |
| Garland Capital Management Inc | 52,221 | $470.9 萬 | 3.31% | −3,432−6.2% | 減碼 |
| Janney Montgomery Scott LLC | 51,631 | $465.6 萬 | 0.02% | +196+0.4% | 加碼 |
| Natixis | 50,851 | $458.5 萬 | 0.03% | +18,437+56.9% | 加碼 |
| Vestcor Inc | 50,239 | $453.0 萬 | 0.15% | +17,936+55.5% | 加碼 |
| Windward Capital Management Co | 49,792 | $449.0 萬 | 0.39% | +338+0.7% | 加碼 |
| QRG Capital Management, Inc. | 48,271 | $435.3 萬 | 0.06% | −2,198−4.4% | 減碼 |
| Cetera Advisor Networks LLC | 48,148 | $434.1 萬 | 0.02% | +694+1.5% | 加碼 |
| US Bancorp | 47,833 | $431.3 萬 | 0.01% | +8,431+21.4% | 加碼 |
| Callahan Advisors, LLC | 47,231 | $425.9 萬 | 0.49% | −1,452−3.0% | 減碼 |
| Peapack Gladstone Financial Corp | 46,589 | $420.1 萬 | 0.07% | −1,147−2.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 45,883 | $413.7 萬 | 0.01% | −9,608−17.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 45,543 | $410.7 萬 | 0.00% | +1,551+3.5% | 加碼 |
| Norinchukin Bank, The | 45,447 | $409.8 萬 | 0.10% | +784+1.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 45,288 | $408.4 萬 | 0.11% | +3,688+8.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 44,828 | $404.2 萬 | 0.11% | −330−0.7% | 減碼 |
| Kentucky Retirement Systems | 44,283 | $399.3 萬 | 0.12% | +3,594+8.8% | 加碼 |
| Advisors Asset Management, Inc. | 44,021 | $396.9 萬 | 0.08% | −1,579−3.5% | 減碼 |
| Magnetar Financial LLC | 42,515 | $383.4 萬 | 0.10% | +42,515 | 新進 |
| Teachers Retirement System of the State of Kentucky | 42,175 | $380.3 萬 | 0.04% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 41,504 | $374.2 萬 | 0.01% | +7,641+22.6% | 加碼 |
| JustInvest LLC | 40,713 | $367.1 萬 | 0.09% | +2,821+7.4% | 加碼 |
| Fifth Third Bancorp | 40,690 | $366.9 萬 | 0.02% | +349+0.9% | 加碼 |
| Vident Advisory, LLC | 40,369 | $364.0 萬 | 0.09% | +1,164+3.0% | 加碼 |
| Prudential PLC | 39,639 | $357.4 萬 | 0.04% | +1,646+4.3% | 加碼 |
| Metropolitan Life Insurance Co | 39,473 | $355.9 萬 | 0.17% | +2,081+5.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 39,045 | $352.1 萬 | 0.05% | −1,272−3.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 38,985 | $351.5 萬 | 0.04% | +1,371+3.6% | 加碼 |
| DoubleLine ETF Adviser LP | 37,989 | $342.5 萬 | 0.99% | +37,989 | 新進 |
| Maryland State Retirement & Pension System | 37,946 | $342.2 萬 | 0.07% | 00.0% | 不變 |
| Hartford Investment Management Co | 37,251 | $335.9 萬 | 0.13% | −4,791−11.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 37,190 | $335.3 萬 | 0.39% | −140.0% | 減碼 |
| Brown Advisory Inc | 36,826 | $332.1 萬 | 0.00% | −2,380−6.1% | 減碼 |
| D L Carlson Investment Group Inc | 35,374 | $331.6 萬 | 0.67% | +35,374 | 新進 |
| Pacer Advisors, Inc. | 36,597 | $330.0 萬 | 0.01% | +4,901+15.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 36,303 | $327.3 萬 | 0.04% | +2,990+9.0% | 加碼 |
| Sarasin & Partners LLP | 35,992 | $324.5 萬 | 0.04% | −15,903−30.6% | 減碼 |
| Pathstone Holdings, LLC | 35,945 | $324.1 萬 | 0.02% | +35,945 | 新進 |
| Securian Asset Management, Inc | 34,987 | $315.5 萬 | 0.09% | −2,237−6.0% | 減碼 |
| Agf Management Ltd | 34,477 | $310.9 萬 | 0.02% | +1,108+3.3% | 加碼 |
| MML Investors Services, LLC | 34,246 | $308.8 萬 | 0.01% | +3,382+11.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 33,934 | $306.0 萬 | 0.03% | −1,377−3.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 33,709 | $304.0 萬 | 0.01% | −1,943−5.4% | 減碼 |
| Banque Cantonale Vaudoise | 33,693 | $303.7 萬 | 0.13% | +20,230+150.3% | 加碼 |
| Louisiana State Employees Retirement System | 33,500 | $302.1 萬 | 0.06% | +1,400+4.4% | 加碼 |
| Westover Capital Advisors, LLC | 33,439 | $301.5 萬 | 0.98% | +2,277+7.3% | 加碼 |
| CI Private Wealth, LLC | 33,188 | $299.3 萬 | 0.01% | +1,025+3.2% | 加碼 |
| Spinnaker Trust | 32,960 | $297.2 萬 | 0.20% | −976−2.9% | 減碼 |
| National Asset Management, Inc. | 32,641 | $294.3 萬 | 0.08% | −1,798−5.2% | 減碼 |
| Rockefeller Capital Management L.P. | 32,268 | $291.0 萬 | 0.01% | −10,727−24.9% | 減碼 |
| Blair William & Co | 31,004 | $279.6 萬 | 0.01% | +918+3.1% | 加碼 |
| KBC Group NV | 30,911 | $278.8 萬 | 0.01% | −1,723−5.3% | 減碼 |
| Commerce Bank | 30,760 | $277.4 萬 | 0.02% | +4,003+15.0% | 加碼 |
| Rainey & Randall Investment Management Inc. | 30,495 | $275.0 萬 | 0.70% | +180+0.6% | 加碼 |
| Kinneret Advisory, LLC | 30,394 | $274.1 萬 | 0.30% | −193−0.6% | 減碼 |
| Summit Place Financial Advisors, LLC | 30,174 | $272.1 萬 | 1.78% | +616+2.1% | 加碼 |
| Spirit of America Management Corp | 29,975 | $270.3 萬 | 0.59% | +5,650+23.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 29,600 | $266.9 萬 | 0.03% | +29,600 | 新進 |
| Naviter Wealth, LLC | 29,451 | $265.6 萬 | 0.53% | +4,585+18.4% | 加碼 |