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。
2024 年第 1 季 13F 持有人
Welltower Inc. 在 2024/3/31 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
- 963
- 較 2023 年第 4 季 +36 家
- 持有股數
- 5.63 億
- 較 2023 年第 4 季 +2,494 萬 (+4.6%)
- 總市值
- $526.3 億
- 較 2023 年第 4 季 +$40.8 億 (+8.4%)
- 新進機構
- 97
- 另有 393 家加碼
- 清倉機構
- 61
- 另有 314 家減碼
另有 8 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 89,187,884 | $83.3 億 | 0.17% | +3,257,213+3.8% | 加碼 |
| BlackRock Inc. | 59,134,559 | $55.3 億 | 0.13% | +950,976+1.6% | 加碼 |
| Cohen & Steers, Inc. | 39,533,128 | $36.9 億 | 7.73% | −1,313,080−3.2% | 減碼 |
| State Street Corp | 33,548,743 | $31.3 億 | 0.14% | −2,082,080−5.8% | 減碼 |
| Capital International Investors | 29,236,326 | $27.3 億 | 0.55% | +6,104,064+26.4% | 加碼 |
| Norges Bank | 27,210,055 | $25.4 億 | 0.40% | +5,4510.0% | 加碼 |
| Wellington Management Group LLP | 16,640,562 | $15.5 億 | 0.28% | +398,349+2.5% | 加碼 |
| Bank of America Corp | 16,203,034 | $15.1 億 | 0.15% | +1,302,579+8.7% | 加碼 |
| Geode Capital Management, LLC | 13,781,004 | $12.9 億 | 0.12% | +590,344+4.5% | 加碼 |
| Principal Financial Group Inc | 12,458,625 | $11.6 億 | 0.68% | −553,875−4.3% | 減碼 |
| FMR LLC | 11,488,823 | $10.7 億 | 0.07% | −605,946−5.0% | 減碼 |
| Daiwa Securities Group Inc. | 7,937,875 | $7.42 億 | 4.19% | −48,606−0.6% | 減碼 |
| Dimensional Fund Advisors LP | 7,751,799 | $7.24 億 | 0.20% | +161,118+2.1% | 加碼 |
| Legal & General Group Plc | 7,485,653 | $6.99 億 | 0.20% | +181,884+2.5% | 加碼 |
| Morgan Stanley | 7,387,548 | $6.90 億 | 0.06% | +790,924+12.0% | 加碼 |
| Invesco Ltd. | 7,245,560 | $6.77 億 | 0.15% | −387,360−5.1% | 減碼 |
| Resolution Capital Ltd | 6,856,369 | $6.41 億 | 11.46% | +838,029+13.9% | 加碼 |
| JPMorgan Chase & Co | 6,709,053 | $6.27 億 | 0.06% | +1,988,912+42.1% | 加碼 |
| Price T Rowe Associates Inc | 6,699,681 | $6.26 億 | 0.08% | −475,399−6.6% | 減碼 |
| Charles Schwab Investment Management Inc | 6,008,519 | $5.61 億 | 0.13% | +141,552+2.4% | 加碼 |
| UBS Asset Management Americas Inc | 5,868,178 | $5.48 億 | 0.19% | +191,330+3.4% | 加碼 |
| Centersquare Investment Management LLC | 5,329,248 | $5.08 億 | 5.86% | +849,898+19.0% | 加碼 |
| Northern Trust Corp | 5,428,943 | $5.07 億 | 0.09% | −60,133−1.1% | 減碼 |
| Deutsche Bank AG | 5,422,855 | $5.07 億 | 0.24% | +145,485+2.8% | 加碼 |
| Nuveen Asset Management, LLC | 4,675,842 | $4.37 億 | 0.13% | +147,825+3.3% | 加碼 |
| Russell Investments Group, Ltd. | 4,433,816 | $4.14 億 | 0.65% | +489,533+12.4% | 加碼 |
| Bank of New York Mellon Corp | 3,886,728 | $3.63 億 | 0.07% | −103,515−2.6% | 減碼 |
| Goldman Sachs Group Inc | 3,459,702 | $3.23 億 | 0.07% | −841,269−19.6% | 減碼 |
| Zimmer Partners, LP | 3,316,750 | $3.10 億 | 6.74% | +3,316,750 | 新進 |
| Amundi | 3,226,534 | $2.93 億 | 0.13% | +590,178+22.4% | 加碼 |
| Cbre Clarion Securities LLC | 2,828,262 | $2.64 億 | 4.89% | −56,138−1.9% | 減碼 |
| Prudential Financial Inc | 2,795,965 | $2.61 億 | 0.37% | +62,114+2.3% | 加碼 |
| SEI Investments Co | 2,613,451 | $2.44 億 | 0.36% | +316,228+13.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,477,382 | $2.31 億 | 0.16% | +30,688+1.3% | 加碼 |
| PGGM Investments | 2,418,507 | $2.26 億 | 3.28% | −49,133−2.0% | 減碼 |
| Marshall Wace, LLP | 2,169,345 | $2.03 億 | 0.34% | +1,896,321+694.6% | 加碼 |
| Macquarie Group Ltd | 2,079,853 | $1.94 億 | 0.22% | +151,422+7.9% | 加碼 |
| Ameriprise Financial Inc | 2,060,810 | $1.89 億 | 0.05% | +21,940+1.1% | 加碼 |
| Voya Investment Management LLC | 1,968,922 | $1.84 億 | 0.18% | +139,964+7.7% | 加碼 |
| HSBC Holdings PLC | 1,800,486 | $1.68 億 | 0.12% | +381,078+26.8% | 加碼 |
| Qube Research & Technologies Ltd | 1,731,275 | $1.62 億 | 0.29% | +1,280,657+284.2% | 加碼 |
| Canada Pension Plan Investment Board | 1,695,406 | $1.58 億 | 0.17% | +127,400+8.1% | 加碼 |
| Swiss National Bank | 1,657,600 | $1.55 億 | 0.11% | +35,500+2.2% | 加碼 |
| UBS Group AG | 1,511,712 | $1.41 億 | 0.05% | +439,429+41.0% | 加碼 |
| Janus Henderson Group PLC | 1,409,444 | $1.32 億 | 0.07% | −133,856−8.7% | 減碼 |
| Heitman Real Estate Securities LLC | 1,400,405 | $1.31 億 | 7.45% | +324,501+30.2% | 加碼 |
| Adelante Capital Management LLC | 1,314,732 | $1.23 億 | 8.09% | +17,239+1.3% | 加碼 |
| Boston Partners | 1,314,479 | $1.23 億 | 0.15% | −357,809−21.4% | 減碼 |
| Alliancebernstein L.P. | 1,304,070 | $1.22 億 | 0.04% | +2260.0% | 加碼 |
| Aew Capital Management L P | 1,290,216 | $1.21 億 | 5.88% | +115,336+9.8% | 加碼 |
| Barclays PLC | 1,277,192 | $1.19 億 | 0.05% | −857,402−40.2% | 減碼 |
| American Century Companies Inc | 1,275,511 | $1.19 億 | 0.07% | +225,640+21.5% | 加碼 |
| Standard Life Aberdeen plc | 1,256,481 | $1.17 億 | 0.23% | +79,563+6.8% | 加碼 |
| Pictet Asset Management Holding SA | 1,138,225 | $1.06 億 | 0.12% | +89,862+8.6% | 加碼 |
| APG Asset Management US Inc. | 1,152,867 | $1.06 億 | 0.61% | +186,000+19.2% | 加碼 |
| Rhumbline Advisers | 1,119,085 | $1.05 億 | 0.10% | +34,323+3.2% | 加碼 |
| Nordea Investment Management AB | 1,118,333 | $1.04 億 | 0.12% | +523,656+88.1% | 加碼 |
| Credit Suisse AG | 1,102,754 | $1.03 億 | 0.10% | +35,932+3.4% | 加碼 |
| Asset Management One Co.,Ltd. | 1,101,843 | $1.03 億 | 0.40% | +17,256+1.6% | 加碼 |
| National Pension Service | 1,099,816 | $1.03 億 | 0.12% | +52,053+5.0% | 加碼 |
| Great West Life Assurance Co | 1,064,777 | $9,946 萬 | 0.20% | +103,689+10.8% | 加碼 |
| Schroder Investment Management Group | 1,063,632 | $9,939 萬 | 0.12% | +34,210+3.3% | 加碼 |
| Public Employees Retirement System of Ohio | 1,030,388 | $9,628 萬 | 0.38% | +10,592+1.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,024,685 | $9,575 萬 | 0.12% | +484,888+89.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 996,515 | $9,311 萬 | 0.12% | +416,369+71.8% | 加碼 |
| STRS Ohio | 985,979 | $9,213 萬 | 0.37% | +463,061+88.6% | 加碼 |
| California Public Employees Retirement System | 981,591 | $9,172 萬 | 0.06% | +4,229+0.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 980,082 | $9,158 萬 | 0.13% | +115,362+13.3% | 加碼 |
| Wells Fargo & Company | 963,447 | $9,002 萬 | 0.02% | +61,169+6.8% | 加碼 |
| Millennium Management LLC | 932,729 | $8,715 萬 | 0.07% | +715,524+329.4% | 加碼 |
| California State Teachers Retirement System | 858,253 | $8,020 萬 | 0.10% | +45,321+5.6% | 加碼 |
| Allianz Asset Management GmbH | 845,616 | $7,901 萬 | 0.13% | +478,012+130.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 822,906 | $7,689 萬 | 0.15% | +240,300+41.2% | 加碼 |
| Nomura Asset Management Co Ltd | 808,457 | $7,554 萬 | 0.27% | +37,254+4.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 783,220 | $7,318 萬 | 0.19% | −99,120−11.2% | 減碼 |
| Royal Bank of Canada | 723,799 | $6,763 萬 | 0.02% | −39,670−5.2% | 減碼 |
| Swedbank AB | 716,018 | $6,690 萬 | 0.09% | +522+0.1% | 加碼 |
| Lasalle Investment Management Securities LLC | 706,395 | $6,601 萬 | 2.72% | +2,107+0.3% | 加碼 |
| Bamco Inc | 675,363 | $6,311 萬 | 0.17% | −9,152−1.3% | 減碼 |
| Bank of Montreal | 672,177 | $6,281 萬 | 0.03% | +87,133+14.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 668,036 | $6,242 萬 | 0.19% | +18,549+2.9% | 加碼 |
| Neuberger Berman Group LLC | 641,474 | $5,994 萬 | 0.05% | −88,641−12.1% | 減碼 |
| Citigroup Inc | 583,455 | $5,452 萬 | 0.06% | +134,144+29.9% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 551,589 | $5,150 萬 | 1.15% | 00.0% | 不變 |
| Korea Investment CORP | 492,966 | $4,606 萬 | 0.12% | −41,380−7.7% | 減碼 |
| AXA S.A. | 484,869 | $4,531 萬 | 0.14% | +8,762+1.8% | 加碼 |
| Envestnet Asset Management Inc | 482,400 | $4,508 萬 | 0.02% | +43,930+10.0% | 加碼 |
| New York State Teachers Retirement System | 457,054 | $4,271 萬 | 0.09% | −11,473−2.4% | 減碼 |
| Uniplan Investment Counsel, Inc. | 453,967 | $4,242 萬 | 3.33% | −16,557−3.5% | 減碼 |
| Citadel Advisors LLC | 451,550 | $4,219 萬 | 0.04% | −421,912−48.3% | 減碼 |
| CORDA Investment Management, LLC. | 440,413 | $4,115 萬 | 3.27% | −24,384−5.2% | 減碼 |
| Raymond James & Associates | 438,662 | $4,099 萬 | 0.03% | +105,553+31.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 427,316 | $3,993 萬 | 0.04% | −70,729−14.2% | 減碼 |
| Renaissance Technologies LLC | 419,663 | $3,921 萬 | 0.06% | +354,000+539.1% | 加碼 |
| Retirement Systems of Alabama | 409,806 | $3,829 萬 | 0.15% | +1800.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 411,339 | $3,825 萬 | 0.09% | −121,248−22.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 528,688 | $3,790 萬 | 0.09% | −17,925−3.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 394,638 | $3,687 萬 | 0.08% | +28,080+7.7% | 加碼 |
| Brookfield Asset Management Inc. | 387,831 | $3,624 萬 | 0.21% | +157,480+68.4% | 加碼 |
| Franklin Resources Inc | 385,021 | $3,598 萬 | 0.01% | +60,892+18.8% | 加碼 |