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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 47,350 | $442.4 萬 | 0.09% | −18,300−27.9% | 減碼 |
| Windward Capital Management Co | 49,133 | $459.1 萬 | 0.38% | −659−1.3% | 減碼 |
| Impax Asset Management Group plc | 50,423 | $471.2 萬 | 0.02% | −7,495−12.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 50,490 | $471.8 萬 | 0.11% | +5,202+11.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 50,657 | $473.3 萬 | 0.12% | +5,829+13.0% | 加碼 |
| Carret Asset Management, LLC | 51,821 | $484.2 萬 | 0.57% | −2,327−4.3% | 減碼 |
| Garland Capital Management Inc | 51,841 | $484.4 萬 | 3.21% | −380−0.7% | 減碼 |
| QRG Capital Management, Inc. | 52,786 | $493.2 萬 | 0.06% | +4,515+9.4% | 加碼 |
| Two Sigma Investments, LP | 53,302 | $498.1 萬 | 0.01% | +53,302 | 新進 |
| Allspring Global Investments Holdings, LLC | 53,732 | $502.1 萬 | 0.01% | +7,849+17.1% | 加碼 |
| Rockefeller Capital Management L.P. | 53,893 | $503.6 萬 | 0.01% | +21,625+67.0% | 加碼 |
| Harbour Trust & Investment Management Co | 54,028 | $504.8 萬 | 0.63% | −5,958−9.9% | 減碼 |
| Presima Inc. | 54,237 | $506.8 萬 | 1.18% | −9,680−15.1% | 減碼 |
| Janney Montgomery Scott LLC | 54,666 | $510.8 萬 | 0.02% | +3,035+5.9% | 加碼 |
| Advisors Management Group Inc | 56,157 | $524.7 萬 | 1.30% | −677−1.2% | 減碼 |
| Mackenzie Financial Corp | 57,096 | $533.5 萬 | 0.01% | −32,944−36.6% | 減碼 |
| Azimuth Capital Investment Management LLC | 58,384 | $545.5 萬 | 0.23% | +2,580+4.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 59,100 | $552.2 萬 | 0.04% | +55,740+1,658.9% | 加碼 |
| Lighthouse Investment Partners, LLC | 60,000 | $560.6 萬 | 0.33% | −10,000−14.3% | 減碼 |
| Factory Mutual Insurance Co | 60,700 | $567.2 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 60,989 | $569.9 萬 | 0.09% | −601−1.0% | 減碼 |
| CNH Partners LLC | 61,100 | $570.1 萬 | 0.20% | +61,100 | 新進 |
| Truist Financial Corp | 61,117 | $571.1 萬 | 0.01% | −2,647−4.2% | 減碼 |
| Illinois Municipal Retirement Fund | 62,474 | $583.8 萬 | 0.09% | −44,773−41.7% | 減碼 |
| Ethic Inc. | 63,202 | $590.6 萬 | 0.15% | +8,415+15.4% | 加碼 |
| Pensionfund DSM Netherlands | 63,753 | $595.7 萬 | 3.19% | +8,000+14.3% | 加碼 |
| Vident Advisory, LLC | 64,818 | $605.7 萬 | 0.13% | +24,449+60.6% | 加碼 |
| AMF Pensionsforsakring AB | 65,458 | $613.2 萬 | 0.05% | −104,124−61.4% | 減碼 |
| Metis Global Partners, LLC | 66,166 | $618.3 萬 | 0.22% | +1,604+2.5% | 加碼 |
| British Columbia Investment Management Corp | 66,289 | $619.4 萬 | 0.04% | +6,578+11.0% | 加碼 |
| Rafferty Asset Management, LLC | 66,297 | $619.5 萬 | 0.02% | −7,950−10.7% | 減碼 |
| HighTower Advisors, LLC | 67,492 | $627.9 萬 | 0.01% | +595+0.9% | 加碼 |
| Jane Street Group, LLC | 68,889 | $643.7 萬 | 0.01% | −110,359−61.6% | 減碼 |
| Bank of Nova Scotia | 69,157 | $646.2 萬 | 0.01% | +2,227+3.3% | 加碼 |
| M&T Bank Corp | 69,811 | $652.3 萬 | 0.02% | +648+0.9% | 加碼 |
| Mercer Global Advisors Inc | 69,844 | $652.6 萬 | 0.02% | +43,770+167.9% | 加碼 |
| Transform Wealth, LLC | 70,863 | $662.1 萬 | 0.63% | −3,927−5.3% | 減碼 |
| Windle Wealth, LLC | 71,676 | $669.7 萬 | 4.27% | +968+1.4% | 加碼 |
| GSI Capital Advisors LLC | 73,089 | $682.9 萬 | 4.01% | +73,089 | 新進 |
| Teacher Retirement System of Texas | 74,066 | $692.1 萬 | 0.04% | −47,581−39.1% | 減碼 |
| Andra AP-fonden | 74,500 | $696.1 萬 | 0.12% | −6,700−8.3% | 減碼 |
| Mariner, LLC | 74,995 | $700.7 萬 | 0.01% | −18,837−20.1% | 減碼 |
| Xponance, Inc. | 76,735 | $717.0 萬 | 0.08% | +5,511+7.7% | 加碼 |
| CIBC Asset Management Inc | 76,738 | $717.0 萬 | 0.02% | +2,386+3.2% | 加碼 |
| Quantbot Technologies LP | 76,926 | $718.8 萬 | 0.41% | −15,487−16.8% | 減碼 |
| Central Trust Co | 77,242 | $721.7 萬 | 0.18% | −3,913−4.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 79,190 | $740.0 萬 | 0.03% | +3,165+4.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,639 | $753.5 萬 | 0.08% | +8,000+11.0% | 加碼 |
| Tredje AP-fonden | 81,421 | $760.8 萬 | 0.08% | −37,826−31.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 81,600 | $762.5 萬 | 0.02% | +81,600 | 新進 |
| Cetera Investment Advisers | 82,174 | $767.8 萬 | 0.02% | +69,078+527.5% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 84,296 | $787.7 萬 | 2.24% | +20,563+32.3% | 加碼 |
| Trust Co of Toledo NA | 84,569 | $790.2 萬 | 1.24% | −2,648−3.0% | 減碼 |
| Advisor Group Holdings, Inc. | 84,603 | $791.1 萬 | 0.02% | −27,245−24.4% | 減碼 |
| Prudential PLC | 85,931 | $802.9 萬 | 0.07% | +46,292+116.8% | 加碼 |
| Public Sector Pension Investment Board | 86,349 | $806.8 萬 | 0.06% | −34,607−28.6% | 減碼 |
| Captrust Financial Advisors | 86,636 | $809.5 萬 | 0.03% | −2,314−2.6% | 減碼 |
| DnB Asset Management AS | 88,138 | $823.6 萬 | 0.04% | −17,615−16.7% | 減碼 |
| Venture Visionary Partners LLC | 88,243 | $824.5 萬 | 0.39% | −1,607−1.8% | 減碼 |
| Gillson Capital LP | 88,500 | $826.9 萬 | 0.79% | +88,500 | 新進 |
| Mutual of America Capital Management LLC | 89,017 | $831.8 萬 | 0.09% | −753−0.8% | 減碼 |
| Degroof Petercam Asset Management | 90,200 | $842.8 萬 | 0.10% | +10,500+13.2% | 加碼 |
| Makena Capital Management LLC | 92,794 | $867.1 萬 | 2.02% | +612+0.7% | 加碼 |
| TCW Group Inc | 94,416 | $882.2 萬 | 0.09% | +4,852+5.4% | 加碼 |
| Utah Retirement Systems | 96,103 | $898.0 萬 | 0.10% | +3,000+3.2% | 加碼 |
| Commonwealth Equity Services, LLC | 96,113 | $898.1 萬 | 0.01% | −502−0.5% | 減碼 |
| Twinbeech Capital LP | 96,321 | $900.0 萬 | 0.19% | +8,092+9.2% | 加碼 |
| Czech National Bank | 97,383 | $909.9 萬 | 0.12% | +447+0.5% | 加碼 |
| Yousif Capital Management, LLC | 97,833 | $914.2 萬 | 0.10% | +964+1.0% | 加碼 |
| Westpac Banking Corp | 98,193 | $917.5 萬 | 0.70% | +704+0.7% | 加碼 |
| ProShare Advisors LLC | 101,261 | $946.2 萬 | 0.03% | −1,755−1.7% | 減碼 |
| Squarepoint Ops LLC | 103,309 | $965.3 萬 | 0.04% | −44,031−29.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 103,558 | $967.6 萬 | 0.01% | +103,558 | 新進 |
| Susquehanna Fundamental Investments, LLC | 105,800 | $988.6 萬 | 0.46% | +105,800 | 新進 |
| First Trust Advisors LP | 106,064 | $991.1 萬 | 0.01% | −57,375−35.1% | 減碼 |
| Keybank National Association | 106,215 | $992.5 萬 | 0.04% | −4,457−4.0% | 減碼 |
| IFM Investors Pty Ltd | 107,743 | $1,007 萬 | 0.11% | +7,257+7.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 107,956 | $1,009 萬 | 0.05% | +11,032+11.4% | 加碼 |
| Forsta Ap-Fonden | 109,700 | $1,025 萬 | 0.09% | +17,000+18.3% | 加碼 |
| Amalgamated Bank | 113,857 | $1,064 萬 | 0.09% | −24,625−17.8% | 減碼 |
| Texas Permanent School Fund | 114,407 | $1,069 萬 | 0.08% | +133+0.1% | 加碼 |
| Cercano Management LLC | 115,822 | $1,082 萬 | 0.30% | −17,467−13.1% | 減碼 |
| Susquehanna International Group, LLP | 116,635 | $1,090 萬 | 0.02% | −104,520−47.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 117,676 | $1,100 萬 | 0.03% | +4,506+4.0% | 加碼 |
| Connors Investor Services Inc | 117,715 | $1,100 萬 | 1.16% | +11,238+10.6% | 加碼 |
| Moore Capital Management, LP | 118,100 | $1,104 萬 | 0.23% | +118,100 | 新進 |
| Teachers Retirement System of the State of Kentucky | 118,400 | $1,106 萬 | 0.10% | +76,225+180.7% | 加碼 |
| USS Investment Management Ltd | 121,678 | $1,136 萬 | 0.09% | +16,271+15.4% | 加碼 |
| LGT Group Foundation | 122,481 | $1,144 萬 | 0.27% | −16,582−11.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 122,565 | $1,145 萬 | 0.37% | −12,841−9.5% | 減碼 |
| Calamos Advisors LLC | 124,197 | $1,160 萬 | 0.06% | −3,124−2.5% | 減碼 |
| Vestcor Inc | 125,527 | $1,173 萬 | 0.40% | +75,288+149.9% | 加碼 |
| National Bank of Canada | 122,348 | $1,209 萬 | 0.02% | −19,894−14.0% | 減碼 |
| MetLife Investment Management | 129,602 | $1,211 萬 | 0.08% | −4,431−3.3% | 減碼 |
| Davis Selected Advisers | 129,970 | $1,214 萬 | 0.07% | −4,380−3.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 150,140 | $1,226 萬 | 0.03% | +32,370+27.5% | 加碼 |
| Nissay Asset Management Corp | 132,119 | $1,235 萬 | 0.09% | +6,506+5.2% | 加碼 |
| State of Tennessee, Treasury Department | 133,091 | $1,244 萬 | 0.05% | +1,755+1.3% | 加碼 |
| Epoch Investment Partners, Inc. | 137,139 | $1,281 萬 | 0.06% | −3,059−2.2% | 減碼 |
| Manning & Napier Group, LLC | 140,713 | $1,315 萬 | 0.15% | +32,646+30.2% | 加碼 |