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 2 季 13F 持有人
Welltower Inc. 在 2024/6/30 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
- 1,001
- 較 2024 年第 1 季 +54 家
- 持有股數
- 5.85 億
- 較 2024 年第 1 季 +2,310 萬 (+4.1%)
- 總市值
- $609.7 億
- 較 2024 年第 1 季 +$84.8 億 (+16.2%)
- 新進機構
- 124
- 另有 439 家加碼
- 清倉機構
- 70
- 另有 287 家減碼
另有 16 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 94,377,394 | $98.4 億 | 0.19% | +5,189,510+5.8% | 加碼 |
| BlackRock Inc. | 58,975,979 | $61.5 億 | 0.14% | −158,580−0.3% | 減碼 |
| Cohen & Steers, Inc. | 38,916,093 | $40.6 億 | 8.50% | −617,035−1.6% | 減碼 |
| Capital International Investors | 35,945,382 | $37.5 億 | 0.77% | +6,709,056+22.9% | 加碼 |
| State Street Corp | 35,613,042 | $37.1 億 | 0.16% | +2,064,299+6.2% | 加碼 |
| Norges Bank | 32,912,525 | $34.3 億 | 0.51% | +5,702,470+21.0% | 加碼 |
| Bank of America Corp | 17,850,017 | $18.6 億 | 0.18% | +1,646,983+10.2% | 加碼 |
| Wellington Management Group LLP | 16,888,514 | $17.6 億 | 0.31% | +247,952+1.5% | 加碼 |
| Geode Capital Management, LLC | 13,090,925 | $13.6 億 | 0.12% | −690,079−5.0% | 減碼 |
| JPMorgan Chase & Co | 12,825,588 | $13.4 億 | 0.12% | +6,116,535+91.2% | 加碼 |
| Principal Financial Group Inc | 12,439,176 | $13.0 億 | 0.77% | −19,449−0.2% | 減碼 |
| FMR LLC | 10,450,719 | $10.9 億 | 0.07% | −1,038,104−9.0% | 減碼 |
| Dimensional Fund Advisors LP | 7,814,741 | $8.15 億 | 0.21% | +62,942+0.8% | 加碼 |
| Morgan Stanley | 7,365,916 | $7.68 億 | 0.06% | −21,632−0.3% | 減碼 |
| Legal & General Group Plc | 7,330,866 | $7.64 億 | 0.22% | −154,787−2.1% | 減碼 |
| Daiwa Securities Group Inc. | 7,218,284 | $7.53 億 | 4.00% | −719,591−9.1% | 減碼 |
| Price T Rowe Associates Inc | 6,876,954 | $7.17 億 | 0.09% | +177,273+2.6% | 加碼 |
| Invesco Ltd. | 6,875,878 | $7.17 億 | 0.15% | −369,682−5.1% | 減碼 |
| Resolution Capital Ltd | 6,818,568 | $7.11 億 | 13.37% | −37,801−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 6,019,881 | $6.28 億 | 0.12% | +11,362+0.2% | 加碼 |
| Northern Trust Corp | 5,707,187 | $5.95 億 | 0.10% | +278,244+5.1% | 加碼 |
| Deutsche Bank AG | 5,513,968 | $5.75 億 | 0.26% | +91,113+1.7% | 加碼 |
| Centersquare Investment Management LLC | 5,277,715 | $5.50 億 | 5.95% | −51,533−1.0% | 減碼 |
| Nuveen Asset Management, LLC | 4,757,865 | $4.96 億 | 0.15% | +82,023+1.8% | 加碼 |
| Russell Investments Group, Ltd. | 4,179,262 | $4.35 億 | 0.70% | −254,554−5.7% | 減碼 |
| Bank of New York Mellon Corp | 4,026,158 | $4.20 億 | 0.08% | +139,430+3.6% | 加碼 |
| Goldman Sachs Group Inc | 3,904,505 | $4.07 億 | 0.08% | +444,803+12.9% | 加碼 |
| Zimmer Partners, LP | 3,316,750 | $3.46 億 | 6.59% | 00.0% | 不變 |
| Amundi | 3,084,363 | $3.25 億 | 0.12% | −142,171−4.4% | 減碼 |
| SEI Investments Co | 2,748,062 | $2.86 億 | 0.41% | +134,611+5.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,622,524 | $2.73 億 | 0.20% | +145,142+5.9% | 加碼 |
| Prudential Financial Inc | 2,566,779 | $2.68 億 | 0.40% | −229,186−8.2% | 減碼 |
| Duff & Phelps Investment Management Co | 2,445,827 | $2.55 億 | 3.25% | +2,445,827 | 新進 |
| PGGM Investments | 2,328,566 | $2.43 億 | 3.47% | −89,941−3.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,255,573 | $2.35 億 | 0.26% | +2,152,015+2,078.1% | 加碼 |
| Voya Investment Management LLC | 2,141,365 | $2.23 億 | 0.22% | +172,443+8.8% | 加碼 |
| Canada Pension Plan Investment Board | 2,112,452 | $2.20 億 | 0.22% | +417,046+24.6% | 加碼 |
| Macquarie Group Ltd | 2,042,655 | $2.13 億 | 0.24% | −37,198−1.8% | 減碼 |
| Qube Research & Technologies Ltd | 2,020,403 | $2.11 億 | 0.39% | +289,128+16.7% | 加碼 |
| Ameriprise Financial Inc | 1,935,578 | $1.98 億 | 0.05% | −125,232−6.1% | 減碼 |
| Cbre Clarion Securities LLC | 1,869,543 | $1.95 億 | 3.57% | −958,719−33.9% | 減碼 |
| Swiss National Bank | 1,684,300 | $1.76 億 | 0.12% | +26,700+1.6% | 加碼 |
| HSBC Holdings PLC | 1,500,122 | $1.56 億 | 0.10% | −300,364−16.7% | 減碼 |
| Schroder Investment Management Group | 1,453,686 | $1.52 億 | 0.17% | +390,054+36.7% | 加碼 |
| American Century Companies Inc | 1,404,781 | $1.46 億 | 0.09% | +129,270+10.1% | 加碼 |
| Aew Capital Management L P | 1,352,096 | $1.41 億 | 6.82% | +61,880+4.8% | 加碼 |
| Barclays PLC | 1,303,558 | $1.36 億 | 0.06% | +26,366+2.1% | 加碼 |
| Alliancebernstein L.P. | 1,259,547 | $1.31 億 | 0.05% | −44,523−3.4% | 減碼 |
| APG Asset Management US Inc. | 1,237,867 | $1.29 億 | 0.74% | +85,000+7.4% | 加碼 |
| Nordea Investment Management AB | 1,212,604 | $1.26 億 | 0.15% | +94,271+8.4% | 加碼 |
| Rhumbline Advisers | 1,202,720 | $1.25 億 | 0.12% | +83,635+7.5% | 加碼 |
| Great West Life Assurance Co | 1,182,587 | $1.23 億 | 0.23% | +117,810+11.1% | 加碼 |
| Citigroup Inc | 1,171,693 | $1.22 億 | 0.12% | +588,238+100.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,168,928 | $1.22 億 | 0.15% | +188,846+19.3% | 加碼 |
| National Pension Service | 1,165,091 | $1.21 億 | 0.14% | +65,275+5.9% | 加碼 |
| Standard Life Aberdeen plc | 1,163,044 | $1.21 億 | 0.23% | −93,437−7.4% | 減碼 |
| Adelante Capital Management LLC | 1,154,620 | $1.20 億 | 9.51% | −160,112−12.2% | 減碼 |
| UBS Group AG | 1,153,645 | $1.20 億 | 0.04% | −358,067−23.7% | 減碼 |
| Asset Management One Co.,Ltd. | 1,137,784 | $1.19 億 | 0.45% | +35,941+3.3% | 加碼 |
| Janus Henderson Group PLC | 1,136,439 | $1.19 億 | 0.06% | −273,005−19.4% | 減碼 |
| Public Employees Retirement System of Ohio | 1,112,612 | $1.16 億 | 0.45% | +82,224+8.0% | 加碼 |
| Pictet Asset Management Holding SA | 1,087,737 | $1.13 億 | 0.13% | −50,488−4.4% | 減碼 |
| Wells Fargo & Company | 1,064,891 | $1.11 億 | 0.03% | +101,444+10.5% | 加碼 |
| Allianz Asset Management GmbH | 1,052,102 | $1.10 億 | 0.18% | +206,486+24.4% | 加碼 |
| Heitman Real Estate Securities LLC | 1,029,567 | $1.07 億 | 6.79% | −370,838−26.5% | 減碼 |
| California Public Employees Retirement System | 1,012,360 | $1.06 億 | 0.08% | +30,769+3.1% | 加碼 |
| Lasalle Investment Management Securities LLC | 940,518 | $9,805 萬 | 4.20% | +234,123+33.1% | 加碼 |
| UBS Asset Management Americas Inc | 937,715 | $9,776 萬 | 0.03% | −4,930,463−84.0% | 減碼 |
| Nomura Asset Management Co Ltd | 906,914 | $9,455 萬 | 0.32% | +98,457+12.2% | 加碼 |
| California State Teachers Retirement System | 906,602 | $9,451 萬 | 0.12% | +48,349+5.6% | 加碼 |
| STRS Ohio | 884,401 | $9,220 萬 | 0.36% | −101,578−10.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 843,506 | $8,794 萬 | 0.16% | +20,600+2.5% | 加碼 |
| Marshall Wace, LLP | 843,417 | $8,793 萬 | 0.12% | −1,325,928−61.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 825,054 | $8,601 萬 | 0.12% | −171,461−17.2% | 減碼 |
| Bamco Inc | 810,074 | $8,445 萬 | 0.24% | +134,711+19.9% | 加碼 |
| Bank of Montreal | 758,574 | $7,921 萬 | 0.04% | +86,397+12.9% | 加碼 |
| New York State Common Retirement Fund | 758,165 | $7,904 萬 | 0.10% | +375,734+98.2% | 加碼 |
| Millennium Management LLC | 727,277 | $7,582 萬 | 0.06% | −205,452−22.0% | 減碼 |
| Capital Research Global Investors | 652,246 | $6,800 萬 | 0.01% | +652,246 | 新進 |
| Swedbank AB | 628,492 | $6,552 萬 | 0.09% | −87,526−12.2% | 減碼 |
| Neuberger Berman Group LLC | 614,057 | $6,402 萬 | 0.05% | −27,417−4.3% | 減碼 |
| Keybank National Association | 603,781 | $6,294 萬 | 0.26% | +497,566+468.5% | 加碼 |
| Royal Bank of Canada | 583,666 | $6,085 萬 | 0.01% | −140,133−19.4% | 減碼 |
| Renaissance Technologies LLC | 561,263 | $5,851 萬 | 0.10% | +141,600+33.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 558,425 | $5,822 萬 | 0.11% | +29,737+5.6% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 550,000 | $5,736 萬 | 1.35% | −1,589−0.3% | 減碼 |
| Korea Investment CORP | 507,806 | $5,294 萬 | 0.13% | +14,840+3.0% | 加碼 |
| Envestnet Asset Management Inc | 506,104 | $5,276 萬 | 0.02% | +23,704+4.9% | 加碼 |
| Aviva PLC | 500,737 | $5,220 萬 | 0.14% | +119,703+31.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 497,547 | $5,187 萬 | 0.06% | −527,138−51.4% | 減碼 |
| AXA S.A. | 481,630 | $5,021 萬 | 0.15% | −3,239−0.7% | 減碼 |
| Tudor Investment Corp Et Al | 466,340 | $4,862 萬 | 0.55% | +425,661+1,046.4% | 加碼 |
| New York State Teachers Retirement System | 456,768 | $4,762 萬 | 0.10% | −286−0.1% | 減碼 |
| Retirement Systems of Alabama | 453,473 | $4,727 萬 | 0.18% | +43,667+10.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 448,889 | $4,680 萬 | 0.20% | −219,147−32.8% | 減碼 |
| Raymond James & Associates | 436,189 | $4,547 萬 | 0.03% | −2,473−0.6% | 減碼 |
| CORDA Investment Management, LLC. | 427,245 | $4,454 萬 | 3.62% | −13,168−3.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 414,649 | $4,323 萬 | 0.04% | −12,667−3.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 416,557 | $4,292 萬 | 0.08% | +37,410+9.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 385,632 | $4,020 萬 | 0.09% | −9,006−2.3% | 減碼 |