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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 141,000 | $1,316 萬 | 0.02% | +39,965+39.6% | 加碼 |
| Guggenheim Capital LLC | 141,559 | $1,323 萬 | 0.09% | −14,392−9.2% | 減碼 |
| Varma Mutual Pension Insurance Co | 145,400 | $1,359 萬 | 0.12% | +115,800+391.2% | 加碼 |
| Stifel Financial Corp | 146,635 | $1,370 萬 | 0.02% | +9,261+6.7% | 加碼 |
| American International Group, Inc. | 149,425 | $1,396 萬 | 0.05% | −412−0.3% | 減碼 |
| State of Michigan Retirement System | 151,609 | $1,417 萬 | 0.08% | +100+0.1% | 加碼 |
| Creative Planning | 154,066 | $1,440 萬 | 0.02% | +1,098+0.7% | 加碼 |
| Waterfront Capital Partners, LLC | 157,000 | $1,467 萬 | 1.37% | +157,000 | 新進 |
| New York Life Investment Management LLC | 157,565 | $1,472 萬 | 0.15% | −2,539−1.6% | 減碼 |
| NewEdge Wealth, LLC | 153,741 | $1,477 萬 | 0.33% | +144,556+1,573.8% | 加碼 |
| Arizona State Retirement System | 158,828 | $1,484 萬 | 0.10% | +12,887+8.8% | 加碼 |
| Tiaa Trust, National Association | 162,457 | $1,518 萬 | 0.05% | +4,444+2.8% | 加碼 |
| Storebrand Asset Management AS | 163,134 | $1,524 萬 | 0.05% | +3,947+2.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 167,703 | $1,567 萬 | 0.19% | +10,058+6.4% | 加碼 |
| SG Americas Securities, LLC | 176,691 | $1,651 萬 | 0.08% | +113,800+180.9% | 加碼 |
| LPL Financial LLC | 177,267 | $1,656 萬 | 0.01% | +10,413+6.2% | 加碼 |
| Umb Bank N A | 178,681 | $1,670 萬 | 0.26% | +51,439+40.4% | 加碼 |
| Vert Asset Management LLC | 183,053 | $1,710 萬 | 7.19% | −3,552−1.9% | 減碼 |
| Cerity Partners LLC | 184,238 | $1,722 萬 | 0.05% | +16,132+9.6% | 加碼 |
| Thrivent Financial for Lutherans | 184,757 | $1,726 萬 | 0.03% | +21,216+13.0% | 加碼 |
| TD Asset Management Inc | 186,860 | $1,746 萬 | 0.02% | +8,060+4.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 187,713 | $1,754 萬 | 0.03% | +38,428+25.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 188,861 | $1,765 萬 | 0.11% | −13,698−6.8% | 減碼 |
| HBK Investments L P | 190,832 | $1,783 萬 | 0.45% | +19,458+11.4% | 加碼 |
| Los Angeles Capital Management LLC | 196,753 | $1,838 萬 | 0.06% | −205,528−51.1% | 減碼 |
| Chilton Capital Management LLC | 201,897 | $1,887 萬 | 0.89% | −11,375−5.3% | 減碼 |
| Ci Investments Inc. | 210,004 | $1,962 萬 | 0.08% | +145,990+228.1% | 加碼 |
| Royal London Asset Management Ltd | 214,210 | $2,002 萬 | 0.05% | +8,131+3.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 219,585 | $2,052 萬 | 0.01% | +839+0.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 219,724 | $2,053 萬 | 0.14% | +885+0.4% | 加碼 |
| CIBC World Markets Inc. | 220,074 | $2,056 萬 | 0.05% | +220,074 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 221,682 | $2,071 萬 | 0.48% | 00.0% | 不變 |
| CIBC World Markets Corp | 227,847 | $2,129 萬 | 0.14% | −26,119−10.3% | 減碼 |
| Capstone Investment Advisors, LLC | 230,149 | $2,151 萬 | 0.40% | +230,149 | 新進 |
| Hazelview Securities Inc. | 234,651 | $2,159 萬 | 4.07% | +49,400+26.7% | 加碼 |
| Handelsbanken Fonder AB | 232,509 | $2,173 萬 | 0.09% | +18,220+8.5% | 加碼 |
| Victory Capital Management Inc | 234,352 | $2,190 萬 | 0.02% | +1,592+0.7% | 加碼 |
| Van Eck Associates Corp | 239,699 | $2,240 萬 | 0.03% | +23,431+10.8% | 加碼 |
| Employees Retirement System of Texas | 245,000 | $2,289 萬 | 0.25% | +60,000+32.4% | 加碼 |
| Natixis Advisors, L.P. | 272,895 | $2,550 萬 | 0.06% | +41,471+17.9% | 加碼 |
| Danske Bank A/S | 278,410 | $2,601 萬 | 0.08% | +278,410 | 新進 |
| B&I Capital AG | 284,250 | $2,656 萬 | 8.42% | +9,400+3.4% | 加碼 |
| Treasurer of the State of North Carolina | 288,391 | $2,695 萬 | 0.12% | +2,170+0.8% | 加碼 |
| GEM Realty Capital | 290,964 | $2,719 萬 | 3.65% | +278,650+2,262.9% | 加碼 |
| Capital International Inc | 302,821 | $2,830 萬 | 0.38% | +18,760+6.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 308,010 | $2,878 萬 | 0.09% | −2,614−0.8% | 減碼 |
| Nisa Investment Advisors, LLC | 309,520 | $2,892 萬 | 0.19% | +7,292+2.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 313,775 | $2,932 萬 | 0.17% | +313,775 | 新進 |
| ING Groep NV | 313,817 | $2,932 萬 | 0.20% | +259,201+474.6% | 加碼 |
| Natixis | 320,821 | $2,998 萬 | 0.17% | +269,970+530.9% | 加碼 |
| Toronto Dominion Bank | 321,037 | $3,000 萬 | 0.05% | −41,824−11.5% | 減碼 |
| State of Alaska, Department of Revenue | 340,651 | $3,183 萬 | 0.36% | +5,364+1.6% | 加碼 |
| Bowen Hanes & Co Inc | 350,923 | $3,279 萬 | 0.94% | −1000.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 355,402 | $3,321 萬 | 0.12% | +15,125+4.4% | 加碼 |
| UniSuper Management Pty Ltd | 357,374 | $3,339 萬 | 0.32% | +18,727+5.5% | 加碼 |
| ExodusPoint Capital Management, LP | 363,516 | $3,397 萬 | 0.42% | +363,516 | 新進 |
| FIL Ltd | 368,202 | $3,440 萬 | 0.03% | −245,617−40.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 371,855 | $3,475 萬 | 0.12% | +371,855 | 新進 |
| DekaBank Deutsche Girozentrale | 379,147 | $3,507 萬 | 0.07% | +6,572+1.8% | 加碼 |
| State of Wisconsin Investment Board | 378,466 | $3,536 萬 | 0.09% | +22,086+6.2% | 加碼 |
| Aviva PLC | 381,034 | $3,560 萬 | 0.12% | −61,399−13.9% | 減碼 |
| New York State Common Retirement Fund | 382,431 | $3,573 萬 | 0.05% | −32,323−7.8% | 減碼 |
| Franklin Resources Inc | 385,021 | $3,598 萬 | 0.01% | +60,892+18.8% | 加碼 |
| Brookfield Asset Management Inc. | 387,831 | $3,624 萬 | 0.21% | +157,480+68.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 394,638 | $3,687 萬 | 0.08% | +28,080+7.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 528,688 | $3,790 萬 | 0.09% | −17,925−3.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 411,339 | $3,825 萬 | 0.09% | −121,248−22.8% | 減碼 |
| Retirement Systems of Alabama | 409,806 | $3,829 萬 | 0.15% | +1800.0% | 加碼 |
| Renaissance Technologies LLC | 419,663 | $3,921 萬 | 0.06% | +354,000+539.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 427,316 | $3,993 萬 | 0.04% | −70,729−14.2% | 減碼 |
| Raymond James & Associates | 438,662 | $4,099 萬 | 0.03% | +105,553+31.7% | 加碼 |
| CORDA Investment Management, LLC. | 440,413 | $4,115 萬 | 3.27% | −24,384−5.2% | 減碼 |
| Citadel Advisors LLC | 451,550 | $4,219 萬 | 0.04% | −421,912−48.3% | 減碼 |
| Uniplan Investment Counsel, Inc. | 453,967 | $4,242 萬 | 3.33% | −16,557−3.5% | 減碼 |
| New York State Teachers Retirement System | 457,054 | $4,271 萬 | 0.09% | −11,473−2.4% | 減碼 |
| Envestnet Asset Management Inc | 482,400 | $4,508 萬 | 0.02% | +43,930+10.0% | 加碼 |
| AXA S.A. | 484,869 | $4,531 萬 | 0.14% | +8,762+1.8% | 加碼 |
| Korea Investment CORP | 492,966 | $4,606 萬 | 0.12% | −41,380−7.7% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 551,589 | $5,150 萬 | 1.15% | 00.0% | 不變 |
| Citigroup Inc | 583,455 | $5,452 萬 | 0.06% | +134,144+29.9% | 加碼 |
| Neuberger Berman Group LLC | 641,474 | $5,994 萬 | 0.05% | −88,641−12.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 668,036 | $6,242 萬 | 0.19% | +18,549+2.9% | 加碼 |
| Bank of Montreal | 672,177 | $6,281 萬 | 0.03% | +87,133+14.9% | 加碼 |
| Bamco Inc | 675,363 | $6,311 萬 | 0.17% | −9,152−1.3% | 減碼 |
| Lasalle Investment Management Securities LLC | 706,395 | $6,601 萬 | 2.72% | +2,107+0.3% | 加碼 |
| Swedbank AB | 716,018 | $6,690 萬 | 0.09% | +522+0.1% | 加碼 |
| Royal Bank of Canada | 723,799 | $6,763 萬 | 0.02% | −39,670−5.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 783,220 | $7,318 萬 | 0.19% | −99,120−11.2% | 減碼 |
| Nomura Asset Management Co Ltd | 808,457 | $7,554 萬 | 0.27% | +37,254+4.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 822,906 | $7,689 萬 | 0.15% | +240,300+41.2% | 加碼 |
| Allianz Asset Management GmbH | 845,616 | $7,901 萬 | 0.13% | +478,012+130.0% | 加碼 |
| California State Teachers Retirement System | 858,253 | $8,020 萬 | 0.10% | +45,321+5.6% | 加碼 |
| Millennium Management LLC | 932,729 | $8,715 萬 | 0.07% | +715,524+329.4% | 加碼 |
| Wells Fargo & Company | 963,447 | $9,002 萬 | 0.02% | +61,169+6.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 980,082 | $9,158 萬 | 0.13% | +115,362+13.3% | 加碼 |
| California Public Employees Retirement System | 981,591 | $9,172 萬 | 0.06% | +4,229+0.4% | 加碼 |
| STRS Ohio | 985,979 | $9,213 萬 | 0.37% | +463,061+88.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 996,515 | $9,311 萬 | 0.12% | +416,369+71.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,024,685 | $9,575 萬 | 0.12% | +484,888+89.8% | 加碼 |
| Public Employees Retirement System of Ohio | 1,030,388 | $9,628 萬 | 0.38% | +10,592+1.0% | 加碼 |