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 |
|---|---|---|---|---|---|
| Degroof Petercam Asset Management | 90,200 | $842.8 萬 | 0.10% | +10,500+13.2% | 加碼 |
| Mutual of America Capital Management LLC | 89,017 | $831.8 萬 | 0.09% | −753−0.8% | 減碼 |
| Gillson Capital LP | 88,500 | $826.9 萬 | 0.79% | +88,500 | 新進 |
| Venture Visionary Partners LLC | 88,243 | $824.5 萬 | 0.39% | −1,607−1.8% | 減碼 |
| DnB Asset Management AS | 88,138 | $823.6 萬 | 0.04% | −17,615−16.7% | 減碼 |
| Captrust Financial Advisors | 86,636 | $809.5 萬 | 0.03% | −2,314−2.6% | 減碼 |
| Public Sector Pension Investment Board | 86,349 | $806.8 萬 | 0.06% | −34,607−28.6% | 減碼 |
| Prudential PLC | 85,931 | $802.9 萬 | 0.07% | +46,292+116.8% | 加碼 |
| Advisor Group Holdings, Inc. | 84,603 | $791.1 萬 | 0.02% | −27,245−24.4% | 減碼 |
| Trust Co of Toledo NA | 84,569 | $790.2 萬 | 1.24% | −2,648−3.0% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 84,296 | $787.7 萬 | 2.24% | +20,563+32.3% | 加碼 |
| Cetera Investment Advisers | 82,174 | $767.8 萬 | 0.02% | +69,078+527.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 81,600 | $762.5 萬 | 0.02% | +81,600 | 新進 |
| Tredje AP-fonden | 81,421 | $760.8 萬 | 0.08% | −37,826−31.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,639 | $753.5 萬 | 0.08% | +8,000+11.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 79,190 | $740.0 萬 | 0.03% | +3,165+4.2% | 加碼 |
| Central Trust Co | 77,242 | $721.7 萬 | 0.18% | −3,913−4.8% | 減碼 |
| Quantbot Technologies LP | 76,926 | $718.8 萬 | 0.41% | −15,487−16.8% | 減碼 |
| CIBC Asset Management Inc | 76,738 | $717.0 萬 | 0.02% | +2,386+3.2% | 加碼 |
| Xponance, Inc. | 76,735 | $717.0 萬 | 0.08% | +5,511+7.7% | 加碼 |
| Mariner, LLC | 74,995 | $700.7 萬 | 0.01% | −18,837−20.1% | 減碼 |
| Andra AP-fonden | 74,500 | $696.1 萬 | 0.12% | −6,700−8.3% | 減碼 |
| Teacher Retirement System of Texas | 74,066 | $692.1 萬 | 0.04% | −47,581−39.1% | 減碼 |
| GSI Capital Advisors LLC | 73,089 | $682.9 萬 | 4.01% | +73,089 | 新進 |
| Windle Wealth, LLC | 71,676 | $669.7 萬 | 4.27% | +968+1.4% | 加碼 |
| Transform Wealth, LLC | 70,863 | $662.1 萬 | 0.63% | −3,927−5.3% | 減碼 |
| Mercer Global Advisors Inc | 69,844 | $652.6 萬 | 0.02% | +43,770+167.9% | 加碼 |
| M&T Bank Corp | 69,811 | $652.3 萬 | 0.02% | +648+0.9% | 加碼 |
| Bank of Nova Scotia | 69,157 | $646.2 萬 | 0.01% | +2,227+3.3% | 加碼 |
| Jane Street Group, LLC | 68,889 | $643.7 萬 | 0.01% | −110,359−61.6% | 減碼 |
| HighTower Advisors, LLC | 67,492 | $627.9 萬 | 0.01% | +595+0.9% | 加碼 |
| Rafferty Asset Management, LLC | 66,297 | $619.5 萬 | 0.02% | −7,950−10.7% | 減碼 |
| British Columbia Investment Management Corp | 66,289 | $619.4 萬 | 0.04% | +6,578+11.0% | 加碼 |
| Metis Global Partners, LLC | 66,166 | $618.3 萬 | 0.22% | +1,604+2.5% | 加碼 |
| AMF Pensionsforsakring AB | 65,458 | $613.2 萬 | 0.05% | −104,124−61.4% | 減碼 |
| Vident Advisory, LLC | 64,818 | $605.7 萬 | 0.13% | +24,449+60.6% | 加碼 |
| Pensionfund DSM Netherlands | 63,753 | $595.7 萬 | 3.19% | +8,000+14.3% | 加碼 |
| Ethic Inc. | 63,202 | $590.6 萬 | 0.15% | +8,415+15.4% | 加碼 |
| Illinois Municipal Retirement Fund | 62,474 | $583.8 萬 | 0.09% | −44,773−41.7% | 減碼 |
| Truist Financial Corp | 61,117 | $571.1 萬 | 0.01% | −2,647−4.2% | 減碼 |
| CNH Partners LLC | 61,100 | $570.1 萬 | 0.20% | +61,100 | 新進 |
| Pinnacle Associates Ltd | 60,989 | $569.9 萬 | 0.09% | −601−1.0% | 減碼 |
| Factory Mutual Insurance Co | 60,700 | $567.2 萬 | 0.07% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 60,000 | $560.6 萬 | 0.33% | −10,000−14.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 59,100 | $552.2 萬 | 0.04% | +55,740+1,658.9% | 加碼 |
| Azimuth Capital Investment Management LLC | 58,384 | $545.5 萬 | 0.23% | +2,580+4.6% | 加碼 |
| Mackenzie Financial Corp | 57,096 | $533.5 萬 | 0.01% | −32,944−36.6% | 減碼 |
| Advisors Management Group Inc | 56,157 | $524.7 萬 | 1.30% | −677−1.2% | 減碼 |
| Janney Montgomery Scott LLC | 54,666 | $510.8 萬 | 0.02% | +3,035+5.9% | 加碼 |
| Presima Inc. | 54,237 | $506.8 萬 | 1.18% | −9,680−15.1% | 減碼 |
| Harbour Trust & Investment Management Co | 54,028 | $504.8 萬 | 0.63% | −5,958−9.9% | 減碼 |
| Rockefeller Capital Management L.P. | 53,893 | $503.6 萬 | 0.01% | +21,625+67.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 53,732 | $502.1 萬 | 0.01% | +7,849+17.1% | 加碼 |
| Two Sigma Investments, LP | 53,302 | $498.1 萬 | 0.01% | +53,302 | 新進 |
| QRG Capital Management, Inc. | 52,786 | $493.2 萬 | 0.06% | +4,515+9.4% | 加碼 |
| Garland Capital Management Inc | 51,841 | $484.4 萬 | 3.21% | −380−0.7% | 減碼 |
| Carret Asset Management, LLC | 51,821 | $484.2 萬 | 0.57% | −2,327−4.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 50,657 | $473.3 萬 | 0.12% | +5,829+13.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 50,490 | $471.8 萬 | 0.11% | +5,202+11.5% | 加碼 |
| Impax Asset Management Group plc | 50,423 | $471.2 萬 | 0.02% | −7,495−12.9% | 減碼 |
| Windward Capital Management Co | 49,133 | $459.1 萬 | 0.38% | −659−1.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 47,350 | $442.4 萬 | 0.09% | −18,300−27.9% | 減碼 |
| Peapack Gladstone Financial Corp | 46,364 | $433.2 萬 | 0.07% | −225−0.5% | 減碼 |
| Callahan Advisors, LLC | 45,982 | $429.7 萬 | 0.45% | −1,249−2.6% | 減碼 |
| JustInvest LLC | 45,877 | $428.7 萬 | 0.09% | +5,164+12.7% | 加碼 |
| Credit Agricole S A | 47,200 | $428.6 萬 | 0.07% | +18,387+63.8% | 加碼 |
| Norinchukin Bank, The | 44,919 | $419.7 萬 | 0.13% | −528−1.2% | 減碼 |
| US Bancorp | 44,755 | $418.2 萬 | 0.01% | −3,078−6.4% | 減碼 |
| Pathstone Holdings, LLC | 43,393 | $405.5 萬 | 0.02% | +7,448+20.7% | 加碼 |
| Ensign Peak Advisors, Inc | 43,095 | $402.7 萬 | 0.01% | +18,055+72.1% | 加碼 |
| Verition Fund Management LLC | 42,450 | $396.7 萬 | 0.04% | +32,440+324.1% | 加碼 |
| DoubleLine ETF Adviser LP | 42,210 | $394.4 萬 | 1.00% | +4,221+11.1% | 加碼 |
| Fifth Third Bancorp | 42,093 | $393.3 萬 | 0.02% | +1,403+3.4% | 加碼 |
| Kentucky Retirement Systems | 42,032 | $392.7 萬 | 0.12% | −2,251−5.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 41,773 | $390.3 萬 | 0.04% | +5,470+15.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 41,519 | $388.0 萬 | 0.04% | +7,585+22.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 40,832 | $381.5 萬 | 0.00% | −4,711−10.3% | 減碼 |
| Tudor Investment Corp Et Al | 40,679 | $380.1 萬 | 0.05% | +40,679 | 新進 |
| Fred Alger Management, LLC | 40,257 | $376.2 萬 | 0.02% | −12,934−24.3% | 減碼 |
| 1832 Asset Management L.P. | 39,900 | $372.8 萬 | 0.01% | +31,300+364.0% | 加碼 |
| Metropolitan Life Insurance Co | 39,413 | $368.3 萬 | 0.16% | −60−0.2% | 減碼 |
| Wealthfront Advisers LLC | 39,085 | $365.2 萬 | 0.01% | −2,419−5.8% | 減碼 |
| Advisors Asset Management, Inc. | 37,717 | $352.4 萬 | 0.07% | −6,304−14.3% | 減碼 |
| Pacer Advisors, Inc. | 37,602 | $351.4 萬 | 0.01% | +1,005+2.7% | 加碼 |
| Kempen Capital Management N.V. | 36,781 | $343.7 萬 | 0.04% | +7,481+25.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 36,700 | $342.9 萬 | 0.36% | −490−1.3% | 減碼 |
| Maryland State Retirement & Pension System | 37,946 | $341.5 萬 | 0.07% | 00.0% | 不變 |
| Brown Advisory Inc | 36,534 | $341.4 萬 | 0.00% | −292−0.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 36,350 | $339.7 萬 | 0.05% | −2,695−6.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 36,095 | $337.3 萬 | 0.04% | −2,890−7.4% | 減碼 |
| Sarasin & Partners LLP | 35,992 | $336.3 萬 | 0.03% | 00.0% | 不變 |
| Hartford Investment Management Co | 35,781 | $334.3 萬 | 0.12% | −1,470−3.9% | 減碼 |
| D L Carlson Investment Group Inc | 35,174 | $328.7 萬 | 0.64% | −200−0.6% | 減碼 |
| KBC Group NV | 34,740 | $324.6 萬 | 0.01% | +3,829+12.4% | 加碼 |
| MML Investors Services, LLC | 34,709 | $324.3 萬 | 0.01% | +463+1.4% | 加碼 |
| CI Private Wealth, LLC | 34,656 | $323.8 萬 | 0.01% | +1,468+4.4% | 加碼 |
| Spirit of America Management Corp | 33,875 | $316.5 萬 | 0.64% | +3,900+13.0% | 加碼 |
| Jefferies Financial Group Inc. | 33,599 | $313.9 萬 | 0.06% | +22,508+202.9% | 加碼 |
| Pensionfund Sabic | 33,259 | $310.8 萬 | 0.92% | +8,000+31.7% | 加碼 |
| Kornitzer Capital Management Inc | 33,090 | $309.2 萬 | 0.06% | +7,900+31.4% | 加碼 |