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 |
|---|---|---|---|---|---|
| Uniplan Investment Counsel, Inc. | 382,867 | $3,991 萬 | 3.63% | −71,100−15.7% | 減碼 |
| UniSuper Management Pty Ltd | 380,535 | $3,967 萬 | 0.33% | +23,161+6.5% | 加碼 |
| Franklin Resources Inc | 378,999 | $3,951 萬 | 0.01% | −6,022−1.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 375,450 | $3,914 萬 | 0.13% | +20,048+5.6% | 加碼 |
| State of Alaska, Department of Revenue | 355,060 | $3,701 萬 | 0.42% | +14,409+4.2% | 加碼 |
| Jane Street Group, LLC | 354,973 | $3,701 萬 | 0.04% | +286,084+415.3% | 加碼 |
| Capital International Inc | 353,123 | $3,681 萬 | 0.49% | +50,302+16.6% | 加碼 |
| State of Wisconsin Investment Board | 350,416 | $3,653 萬 | 0.10% | −28,050−7.4% | 減碼 |
| Bowen Hanes & Co Inc | 348,123 | $3,629 萬 | 1.01% | −2,800−0.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 341,384 | $3,537 萬 | 0.21% | +27,609+8.8% | 加碼 |
| Brookfield Asset Management Inc. | 336,198 | $3,505 萬 | 0.22% | −51,633−13.3% | 減碼 |
| GEM Realty Capital | 329,389 | $3,434 萬 | 3.96% | +38,425+13.2% | 加碼 |
| Hazelview Securities Inc. | 325,502 | $3,429 萬 | 6.48% | +90,851+38.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 327,973 | $3,419 萬 | 0.11% | +19,963+6.5% | 加碼 |
| Nisa Investment Advisors, LLC | 323,537 | $3,373 萬 | 0.21% | +14,017+4.5% | 加碼 |
| Natixis Advisors, L.P. | 314,000 | $3,274 萬 | 0.07% | +41,105+15.1% | 加碼 |
| Natixis | 304,798 | $3,178 萬 | 0.20% | −16,023−5.0% | 減碼 |
| Handelsbanken Fonder AB | 294,649 | $3,072 萬 | 0.13% | +62,140+26.7% | 加碼 |
| Treasurer of the State of North Carolina | 291,072 | $3,034 萬 | 0.13% | +2,681+0.9% | 加碼 |
| Toronto Dominion Bank | 290,588 | $3,029 萬 | 0.05% | −30,449−9.5% | 減碼 |
| FIL Ltd | 284,858 | $2,970 萬 | 0.03% | −83,344−22.6% | 減碼 |
| Los Angeles Capital Management LLC | 271,249 | $2,828 萬 | 0.10% | +74,496+37.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 265,577 | $2,769 萬 | 0.07% | −145,762−35.4% | 減碼 |
| B&I Capital AG | 255,750 | $2,666 萬 | 8.53% | −28,500−10.0% | 減碼 |
| IFM Investors Pty Ltd | 254,571 | $2,654 萬 | 0.27% | +146,828+136.3% | 加碼 |
| Employees Retirement System of Texas | 250,000 | $2,606 萬 | 0.24% | +5,000+2.0% | 加碼 |
| Danske Bank A/S | 249,510 | $2,601 萬 | 0.10% | −28,900−10.4% | 減碼 |
| Braun Stacey Associates Inc | 241,582 | $2,519 萬 | 0.98% | +241,582 | 新進 |
| State of Tennessee, Treasury Department | 239,349 | $2,495 萬 | 0.09% | +106,258+79.8% | 加碼 |
| Victory Capital Management Inc | 238,332 | $2,485 萬 | 0.02% | +3,980+1.7% | 加碼 |
| Van Eck Associates Corp | 237,539 | $2,476 萬 | 0.04% | −2,160−0.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 236,113 | $2,461 萬 | 0.16% | +16,389+7.5% | 加碼 |
| Royal London Asset Management Ltd | 232,457 | $2,423 萬 | 0.06% | +18,247+8.5% | 加碼 |
| Ci Investments Inc. | 229,660 | $2,394 萬 | 0.09% | +19,656+9.4% | 加碼 |
| HBK Investments L P | 226,171 | $2,358 萬 | 0.57% | +35,339+18.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 212,764 | $2,218 萬 | 0.01% | −6,821−3.1% | 減碼 |
| Cerity Partners LLC | 208,297 | $2,171 萬 | 0.06% | +24,059+13.1% | 加碼 |
| LPL Financial LLC | 205,674 | $2,144 萬 | 0.01% | +28,407+16.0% | 加碼 |
| TD Asset Management Inc | 204,197 | $2,129 萬 | 0.02% | +17,337+9.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 197,056 | $2,054 萬 | 0.03% | +9,343+5.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 191,716 | $1,999 萬 | 0.12% | +2,855+1.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,974 | $1,949 萬 | 0.05% | −596,246−76.1% | 減碼 |
| Storebrand Asset Management AS | 185,570 | $1,935 萬 | 0.06% | +22,436+13.8% | 加碼 |
| Vert Asset Management LLC | 179,633 | $1,873 萬 | 7.46% | −3,420−1.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 179,330 | $1,870 萬 | 0.22% | +11,627+6.9% | 加碼 |
| Umb Bank N A | 178,311 | $1,859 萬 | 0.30% | −370−0.2% | 減碼 |
| MetLife Investment Management | 177,628 | $1,852 萬 | 0.11% | +48,026+37.1% | 加碼 |
| Susquehanna International Group, LLP | 171,714 | $1,790 萬 | 0.03% | +55,079+47.2% | 加碼 |
| Stifel Financial Corp | 169,289 | $1,765 萬 | 0.02% | +22,654+15.4% | 加碼 |
| Chilton Capital Management LLC | 166,461 | $1,735 萬 | 0.78% | −35,436−17.6% | 減碼 |
| Arizona State Retirement System | 164,921 | $1,719 萬 | 0.11% | +6,093+3.8% | 加碼 |
| National Bank of Canada | 164,331 | $1,709 萬 | 0.03% | +41,983+34.3% | 加碼 |
| State of Michigan Retirement System | 163,709 | $1,707 萬 | 0.09% | +12,100+8.0% | 加碼 |
| Creative Planning | 161,395 | $1,683 萬 | 0.02% | +7,329+4.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 160,576 | $1,674 萬 | 0.39% | +54,776+51.8% | 加碼 |
| NewEdge Wealth, LLC | 158,225 | $1,649 萬 | 0.36% | +4,484+2.9% | 加碼 |
| New York Life Investment Management LLC | 153,593 | $1,601 萬 | 0.16% | −3,972−2.5% | 減碼 |
| Corebridge Financial, Inc. | 152,668 | $1,592 萬 | 0.09% | +152,668 | 新進 |
| Nissay Asset Management Corp | 144,977 | $1,511 萬 | 0.10% | +12,858+9.7% | 加碼 |
| Mackenzie Financial Corp | 143,698 | $1,498 萬 | 0.02% | +86,602+151.7% | 加碼 |
| Manning & Napier Advisors LLC | 141,643 | $1,477 萬 | 0.17% | +141,643 | 新進 |
| Ensign Peak Advisors, Inc | 138,654 | $1,445 萬 | 0.03% | +95,559+221.7% | 加碼 |
| Andra AP-fonden | 138,200 | $1,441 萬 | 0.24% | +63,700+85.5% | 加碼 |
| AQR Capital Management LLC | 136,045 | $1,411 萬 | 0.02% | −4,955−3.5% | 減碼 |
| TCW Group Inc | 135,135 | $1,409 萬 | 0.13% | +40,719+43.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 132,176 | $1,378 萬 | 0.11% | −13,224−9.1% | 減碼 |
| Epoch Investment Partners, Inc. | 131,602 | $1,372 萬 | 0.06% | −5,537−4.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 131,000 | $1,366 萬 | 0.04% | −240,855−64.8% | 減碼 |
| Guggenheim Capital LLC | 129,294 | $1,348 萬 | 0.10% | −12,265−8.7% | 減碼 |
| Tiaa Trust, National Association | 128,848 | $1,343 萬 | 0.04% | −33,609−20.7% | 減碼 |
| Vestcor Inc | 125,482 | $1,308 萬 | 0.44% | −450.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 125,133 | $1,305 萬 | 0.39% | +2,568+2.1% | 加碼 |
| USS Investment Management Ltd | 123,855 | $1,292 萬 | 0.10% | +2,177+1.8% | 加碼 |
| Voloridge Investment Management, LLC | 123,509 | $1,288 萬 | 0.05% | +123,509 | 新進 |
| Two Sigma Investments, LP | 123,300 | $1,285 萬 | 0.03% | +69,998+131.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 121,278 | $1,264 萬 | 0.11% | +2,878+2.4% | 加碼 |
| Thrivent Financial for Lutherans | 121,124 | $1,263 萬 | 0.03% | −63,633−34.4% | 減碼 |
| Amalgamated Bank | 120,005 | $1,251 萬 | 0.11% | +6,148+5.4% | 加碼 |
| Calamos Advisors LLC | 119,823 | $1,249 萬 | 0.06% | −4,374−3.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 119,430 | $1,245 萬 | 0.03% | +1,754+1.5% | 加碼 |
| Teacher Retirement System of Texas | 119,203 | $1,243 萬 | 0.07% | +45,137+60.9% | 加碼 |
| Connors Investor Services Inc | 118,125 | $1,231 萬 | 1.28% | +410+0.3% | 加碼 |
| Cercano Management LLC | 115,822 | $1,207 萬 | 0.32% | 00.0% | 不變 |
| Capital Fund Management S.A. | 115,681 | $1,206 萬 | 0.14% | +115,681 | 新進 |
| ProShare Advisors LLC | 114,337 | $1,192 萬 | 0.03% | +13,076+12.9% | 加碼 |
| Czech National Bank | 113,938 | $1,188 萬 | 0.14% | +16,555+17.0% | 加碼 |
| Balyasny Asset Management LLC | 113,127 | $1,179 萬 | 0.03% | +113,127 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 112,756 | $1,175 萬 | 0.06% | +4,800+4.4% | 加碼 |
| British Columbia Investment Management Corp | 108,960 | $1,136 萬 | 0.07% | +42,671+64.4% | 加碼 |
| Makena Capital Management LLC | 104,427 | $1,089 萬 | 2.52% | +11,633+12.5% | 加碼 |
| SG Americas Securities, LLC | 102,907 | $1,073 萬 | 0.07% | −73,784−41.8% | 減碼 |
| Yousif Capital Management, LLC | 102,541 | $1,069 萬 | 0.12% | +4,708+4.8% | 加碼 |
| Westpac Banking Corp | 102,313 | $1,067 萬 | 0.85% | +4,120+4.2% | 加碼 |
| Prudential PLC | 98,529 | $1,027 萬 | 0.07% | +12,598+14.7% | 加碼 |
| Forsta Ap-Fonden | 97,900 | $1,021 萬 | 0.09% | −11,800−10.8% | 減碼 |
| Utah Retirement Systems | 97,503 | $1,016 萬 | 0.12% | +1,400+1.5% | 加碼 |
| Commonwealth Equity Services, LLC | 96,710 | $1,008 萬 | 0.02% | +597+0.6% | 加碼 |
| DnB Asset Management AS | 95,570 | $996.3 萬 | 0.05% | +7,432+8.4% | 加碼 |
| Vident Advisory, LLC | 93,294 | $972.6 萬 | 0.27% | +28,476+43.9% | 加碼 |
| First Trust Advisors LP | 91,347 | $952.3 萬 | 0.01% | −14,717−13.9% | 減碼 |