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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 90,013 | $938.4 萬 | 0.15% | −32,468−26.5% | 減碼 |
| Citadel Advisors LLC | 88,916 | $926.9 萬 | 0.01% | −362,634−80.3% | 減碼 |
| Venture Visionary Partners LLC | 87,768 | $915.0 萬 | 0.42% | −475−0.5% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 87,163 | $908.7 萬 | 1.34% | +2,867+3.4% | 加碼 |
| Public Sector Pension Investment Board | 86,349 | $900.2 萬 | 0.06% | 00.0% | 不變 |
| Cetera Investment Advisers | 85,691 | $893.3 萬 | 0.02% | +3,517+4.3% | 加碼 |
| Acadian Asset Management LLC | 85,080 | $886.6 萬 | 0.03% | +84,311+10,963.7% | 加碼 |
| Trust Co of Toledo NA | 84,498 | $880.9 萬 | 1.27% | −71−0.1% | 減碼 |
| AMF Pensionsforsakring AB | 83,047 | $866.5 萬 | 0.06% | +17,589+26.9% | 加碼 |
| Rafferty Asset Management, LLC | 82,554 | $860.6 萬 | 0.03% | +16,257+24.5% | 加碼 |
| Captrust Financial Advisors | 82,524 | $860.3 萬 | 0.03% | −4,112−4.7% | 減碼 |
| GSI Capital Advisors LLC | 81,916 | $854.0 萬 | 5.04% | +8,827+12.1% | 加碼 |
| Mutual of America Capital Management LLC | 81,713 | $851.9 萬 | 0.09% | −7,304−8.2% | 減碼 |
| Tredje AP-fonden | 81,421 | $848.8 萬 | 0.08% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 81,017 | $845.3 萬 | 0.02% | −3,586−4.2% | 減碼 |
| Transform Wealth, LLC | 80,863 | $843.0 萬 | 0.63% | +10,000+14.1% | 加碼 |
| Xponance, Inc. | 80,771 | $842.0 萬 | 0.09% | +4,036+5.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 80,295 | $837.1 萬 | 0.02% | +80,295 | 新進 |
| CIBC Asset Management Inc | 79,919 | $833.2 萬 | 0.03% | +3,181+4.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 79,145 | $825.1 萬 | 0.03% | −45−0.1% | 減碼 |
| Sanctuary Advisors, LLC | 84,358 | $795.8 萬 | 0.06% | +84,358 | 新進 |
| Mariner, LLC | 76,149 | $793.8 萬 | 0.02% | +1,154+1.5% | 加碼 |
| Metis Global Partners, LLC | 75,999 | $792.3 萬 | 0.27% | +9,833+14.9% | 加碼 |
| CIBC World Markets Corp | 75,527 | $787.4 萬 | 0.05% | −152,320−66.9% | 減碼 |
| M&T Bank Corp | 75,469 | $786.8 萬 | 0.03% | +5,658+8.1% | 加碼 |
| Central Trust Co | 75,026 | $782.1 萬 | 0.19% | −2,216−2.9% | 減碼 |
| Capital Group Private Client Services, Inc. | 73,743 | $768.8 萬 | 0.08% | +32,224+77.6% | 加碼 |
| CNH Partners LLC | 72,318 | $750.2 萬 | 0.19% | +11,218+18.4% | 加碼 |
| Windle Wealth, LLC | 68,859 | $717.9 萬 | 4.38% | −2,817−3.9% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 68,539 | $714.5 萬 | 0.08% | +68,539 | 新進 |
| Ethic Inc. | 67,054 | $699.0 萬 | 0.16% | +3,852+6.1% | 加碼 |
| HighTower Advisors, LLC | 67,143 | $698.7 萬 | 0.01% | −349−0.5% | 減碼 |
| Rockefeller Capital Management L.P. | 65,806 | $685.7 萬 | 0.02% | +11,913+22.1% | 加碼 |
| Squarepoint Ops LLC | 65,377 | $681.6 萬 | 0.03% | −37,932−36.7% | 減碼 |
| Bank of Nova Scotia | 64,720 | $674.7 萬 | 0.01% | −4,437−6.4% | 減碼 |
| APG Asset Management N.V. | 69,017 | $671.3 萬 | 0.01% | +48,000+228.4% | 加碼 |
| Pensionfund DSM Netherlands | 63,753 | $664.6 萬 | 3.53% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 60,824 | $634.1 萬 | 0.26% | +2,440+4.2% | 加碼 |
| Factory Mutual Insurance Co | 60,700 | $632.8 萬 | 0.07% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 60,426 | $629.9 萬 | 0.11% | +31,650+110.0% | 加碼 |
| Credit Agricole S A | 60,306 | $628.7 萬 | 0.04% | +13,106+27.8% | 加碼 |
| Pinnacle Associates Ltd | 60,246 | $628.1 萬 | 0.10% | −743−1.2% | 減碼 |
| Agf Management Ltd | 59,684 | $622.2 萬 | 0.03% | +40,075+204.4% | 加碼 |
| Truist Financial Corp | 57,023 | $594.5 萬 | 0.01% | −4,094−6.7% | 減碼 |
| Fifth Third Bancorp | 56,258 | $586.5 萬 | 0.02% | +14,165+33.7% | 加碼 |
| Harbour Trust & Investment Management Co | 55,723 | $580.9 萬 | 0.69% | +1,695+3.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 55,713 | $580.8 萬 | 0.14% | +5,223+10.3% | 加碼 |
| Advisors Management Group Inc | 55,464 | $578.2 萬 | 1.44% | −693−1.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 55,401 | $577.6 萬 | 0.01% | +1,669+3.1% | 加碼 |
| QRG Capital Management, Inc. | 55,333 | $576.8 萬 | 0.07% | +2,547+4.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 65,745 | $568.8 萬 | 0.03% | −84,395−56.2% | 減碼 |
| Janney Montgomery Scott LLC | 54,203 | $565.1 萬 | 0.02% | −463−0.8% | 減碼 |
| Kempen Capital Management N.V. | 53,243 | $555.1 萬 | 0.06% | +16,462+44.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 51,360 | $535.4 萬 | 0.11% | +4,010+8.5% | 加碼 |
| Garland Capital Management Inc | 51,088 | $532.6 萬 | 3.76% | −753−1.5% | 減碼 |
| JustInvest LLC | 50,995 | $529.4 萬 | 0.10% | +5,118+11.2% | 加碼 |
| Carret Asset Management, LLC | 49,921 | $520.4 萬 | 0.61% | −1,900−3.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 49,885 | $520.1 萬 | 0.05% | +8,112+19.4% | 加碼 |
| Norinchukin Bank, The | 48,105 | $501.5 萬 | 0.14% | +3,186+7.1% | 加碼 |
| Windward Capital Management Co | 47,819 | $498.5 萬 | 0.42% | −1,314−2.7% | 減碼 |
| Peapack Gladstone Financial Corp | 47,300 | $493.1 萬 | 0.08% | +936+2.0% | 加碼 |
| Callahan Advisors, LLC | 47,091 | $490.9 萬 | 0.51% | +1,109+2.4% | 加碼 |
| Maryland State Retirement & Pension System | 46,122 | $480.8 萬 | 0.09% | +8,176+21.5% | 加碼 |
| Mizuho Securities USA LLC | 46,105 | $480.6 萬 | 0.11% | +46,105 | 新進 |
| US Bancorp | 46,072 | $480.3 萬 | 0.01% | +1,317+2.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 45,373 | $473.0 萬 | 0.12% | −5,284−10.4% | 減碼 |
| Kentucky Retirement Systems | 45,057 | $469.7 萬 | 0.14% | +3,025+7.2% | 加碼 |
| 1832 Asset Management L.P. | 44,700 | $466.0 萬 | 0.01% | +4,800+12.0% | 加碼 |
| Wealthfront Advisers LLC | 44,657 | $465.5 萬 | 0.02% | +5,572+14.3% | 加碼 |
| Pathstone Holdings, LLC | 44,061 | $459.3 萬 | 0.02% | +668+1.5% | 加碼 |
| Fred Alger Management, LLC | 43,727 | $455.9 萬 | 0.02% | +3,470+8.6% | 加碼 |
| Quantbot Technologies LP | 43,676 | $455.3 萬 | 0.22% | −33,250−43.2% | 減碼 |
| CIBC World Markets Inc. | 43,474 | $453.2 萬 | 0.01% | −176,600−80.2% | 減碼 |
| Consolidated Planning Corp | 43,438 | $452.8 萬 | 0.75% | +43,438 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 43,220 | $450.6 萬 | 0.05% | +7,125+19.7% | 加碼 |
| Advisors Asset Management, Inc. | 42,465 | $442.7 萬 | 0.09% | +4,748+12.6% | 加碼 |
| Pacer Advisors, Inc. | 42,133 | $439.2 萬 | 0.01% | +4,531+12.0% | 加碼 |
| Avantax Advisory Services, Inc. | 41,336 | $430.9 萬 | 0.03% | +34,321+489.3% | 加碼 |
| MBB Public Markets I LLC | 40,275 | $419.9 萬 | 0.09% | +32,509+418.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 39,805 | $415.0 萬 | 0.00% | −1,027−2.5% | 減碼 |
| ExodusPoint Capital Management, LP | 39,074 | $407.3 萬 | 0.04% | −324,442−89.3% | 減碼 |
| KBC Group NV | 38,805 | $404.5 萬 | 0.01% | +4,065+11.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 38,573 | $402.1 萬 | 0.05% | +2,223+6.1% | 加碼 |
| Hartford Investment Management Co | 38,339 | $399.7 萬 | 0.14% | +2,558+7.1% | 加碼 |
| KMG Fiduciary Partners, LLC | 36,687 | $382.5 萬 | 0.38% | −130.0% | 減碼 |
| CI Private Wealth, LLC | 36,090 | $376.3 萬 | 0.01% | +1,434+4.1% | 加碼 |
| Jefferies Financial Group Inc. | 35,499 | $370.1 萬 | 0.07% | +1,900+5.7% | 加碼 |
| Gotham Asset Management, LLC | 35,448 | $369.5 萬 | 0.05% | +5,716+19.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 35,406 | $369.1 萬 | 0.06% | +11,022+45.2% | 加碼 |
| Brown Advisory Inc | 35,404 | $369.1 萬 | 0.00% | −1,130−3.1% | 減碼 |
| Spirit of America Management Corp | 35,175 | $366.7 萬 | 0.74% | +1,300+3.8% | 加碼 |
| MML Investors Services, LLC | 35,020 | $365.1 萬 | 0.01% | +311+0.9% | 加碼 |
| Naviter Wealth, LLC | 34,850 | $363.3 萬 | 0.54% | +2,028+6.2% | 加碼 |
| D L Carlson Investment Group Inc | 34,795 | $362.7 萬 | 0.70% | −379−1.1% | 減碼 |
| Swiss Life Asset Management Ltd | 34,409 | $358.7 萬 | 0.04% | +10,824+45.9% | 加碼 |
| Securian Asset Management, Inc | 34,380 | $358.4 萬 | 0.10% | +1,782+5.5% | 加碼 |
| Sarasin & Partners LLP | 33,962 | $354.1 萬 | 0.03% | −2,030−5.6% | 減碼 |
| Louisiana State Employees Retirement System | 33,800 | $352.4 萬 | 0.07% | +1,600+5.0% | 加碼 |
| Pensionfund Sabic | 33,259 | $346.7 萬 | 1.02% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 33,090 | $345.0 萬 | 0.07% | 00.0% | 不變 |