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 3 季 13F 持有人
Welltower Inc. 在 2024/9/30 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
- 1,064
- 較 2024 年第 2 季 +76 家
- 持有股數
- 6.01 億
- 較 2024 年第 2 季 +7,583 萬 (+14.4%)
- 總市值
- $769.4 億
- 較 2024 年第 2 季 +$221.7 億 (+40.5%)
- 新進機構
- 138
- 另有 405 家加碼
- 清倉機構
- 62
- 另有 356 家減碼
另有 13 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 95,683,214 | $122.5 億 | 0.22% | +1,305,820+1.4% | 加碼 |
| BlackRock, Inc. | 61,536,936 | $78.8 億 | 0.17% | +61,536,936 | 新進 |
| Cohen & Steers, Inc. | 38,025,738 | $48.7 億 | 8.66% | −890,355−2.3% | 減碼 |
| Capital International Investors | 36,777,912 | $47.1 億 | 0.90% | +832,530+2.3% | 加碼 |
| State Street Corp | 35,629,771 | $45.6 億 | 0.19% | +16,7290.0% | 加碼 |
| Norges Bank | 31,495,212 | $40.3 億 | 0.56% | −1,417,313−4.3% | 減碼 |
| Wellington Management Group LLP | 18,685,844 | $23.9 億 | 0.42% | +1,797,330+10.6% | 加碼 |
| Bank of America Corp | 17,054,177 | $21.8 億 | 0.19% | −795,840−4.5% | 減碼 |
| FMR LLC | 14,428,564 | $18.5 億 | 0.11% | +3,977,845+38.1% | 加碼 |
| Geode Capital Management, LLC | 12,914,347 | $16.5 億 | 0.13% | −176,578−1.3% | 減碼 |
| JPMorgan Chase & Co | 12,732,586 | $16.3 億 | 0.13% | −93,002−0.7% | 減碼 |
| Principal Financial Group Inc | 12,174,792 | $15.6 億 | 0.85% | −264,384−2.1% | 減碼 |
| Dimensional Fund Advisors LP | 7,758,439 | $9.93 億 | 0.24% | −56,302−0.7% | 減碼 |
| Invesco Ltd. | 7,418,346 | $9.50 億 | 0.18% | +542,468+7.9% | 加碼 |
| Morgan Stanley | 7,190,531 | $9.21 億 | 0.07% | −175,385−2.4% | 減碼 |
| Legal & General Group Plc | 7,127,541 | $9.13 億 | 0.24% | −203,325−2.8% | 減碼 |
| UBS Asset Management Americas Inc | 6,920,426 | $8.86 億 | 0.23% | +5,982,711+638.0% | 加碼 |
| Daiwa Securities Group Inc. | 6,698,839 | $8.58 億 | 3.96% | −519,445−7.2% | 減碼 |
| Price T Rowe Associates Inc | 6,351,430 | $8.13 億 | 0.09% | −525,524−7.6% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,284,754 | $8.05 億 | 0.83% | +4,029,181+178.6% | 加碼 |
| Resolution Capital Ltd | 6,101,824 | $7.81 億 | 13.41% | −716,744−10.5% | 減碼 |
| Charles Schwab Investment Management Inc | 6,066,213 | $7.77 億 | 0.15% | +46,332+0.8% | 加碼 |
| Northern Trust Corp | 5,491,267 | $7.03 億 | 0.12% | −215,920−3.8% | 減碼 |
| Centersquare Investment Management LLC | 5,166,733 | $6.61 億 | 6.21% | −110,982−2.1% | 減碼 |
| Nuveen Asset Management, LLC | 4,837,441 | $6.19 億 | 0.17% | +79,576+1.7% | 加碼 |
| Deutsche Bank AG | 4,748,547 | $6.08 億 | 0.25% | −765,421−13.9% | 減碼 |
| Goldman Sachs Group Inc | 4,028,717 | $5.16 億 | 0.10% | +124,212+3.2% | 加碼 |
| Russell Investments Group, Ltd. | 3,802,955 | $4.87 億 | 0.70% | −376,307−9.0% | 減碼 |
| Bank of New York Mellon Corp | 3,767,504 | $4.82 億 | 0.09% | −258,654−6.4% | 減碼 |
| Zimmer Partners, LP | 3,316,750 | $4.25 億 | 7.96% | 00.0% | 不變 |
| Amundi | 3,184,572 | $3.97 億 | 0.15% | +100,209+3.2% | 加碼 |
| Prudential Financial Inc | 2,964,396 | $3.80 億 | 0.53% | +397,617+15.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,914,363 | $3.73 億 | 0.26% | +291,839+11.1% | 加碼 |
| PGGM Investments | 2,620,272 | $3.35 億 | 4.30% | +291,706+12.5% | 加碼 |
| SEI Investments Co | 2,616,750 | $3.35 億 | 0.44% | −131,312−4.8% | 減碼 |
| Duff & Phelps Investment Management Co | 2,537,296 | $3.25 億 | 3.73% | +91,469+3.7% | 加碼 |
| HSBC Holdings PLC | 2,199,011 | $2.81 億 | 0.18% | +698,889+46.6% | 加碼 |
| Canada Pension Plan Investment Board | 2,138,218 | $2.74 億 | 0.26% | +25,766+1.2% | 加碼 |
| Macquarie Group Ltd | 1,954,830 | $2.50 億 | 0.27% | −87,825−4.3% | 減碼 |
| Swiss National Bank | 1,774,700 | $2.27 億 | 0.15% | +90,400+5.4% | 加碼 |
| UBS Group AG | 1,687,491 | $2.16 億 | 0.06% | +533,846+46.3% | 加碼 |
| Barclays PLC | 1,684,446 | $2.16 億 | 0.10% | +380,888+29.2% | 加碼 |
| Ameriprise Financial Inc | 1,693,448 | $2.12 億 | 0.05% | −242,130−12.5% | 減碼 |
| Cbre Clarion Securities LLC | 1,651,939 | $2.11 億 | 3.36% | −217,604−11.6% | 減碼 |
| Citadel Advisors LLC | 1,546,604 | $1.98 億 | 0.21% | +1,457,688+1,639.4% | 加碼 |
| Voya Investment Management LLC | 1,459,947 | $1.87 億 | 0.19% | −681,418−31.8% | 減碼 |
| National Pension Service | 1,385,292 | $1.77 億 | 0.17% | +220,201+18.9% | 加碼 |
| Aew Capital Management L P | 1,370,348 | $1.75 億 | 7.55% | +18,252+1.3% | 加碼 |
| Lasalle Investment Management Securities LLC | 1,342,781 | $1.72 億 | 6.58% | +402,263+42.8% | 加碼 |
| APG Asset Management US Inc. | 1,314,566 | $1.68 億 | 1.14% | +76,699+6.2% | 加碼 |
| Standard Life Aberdeen plc | 1,311,061 | $1.67 億 | 0.31% | +148,017+12.7% | 加碼 |
| Schroder Investment Management Group | 1,304,604 | $1.66 億 | 0.17% | −149,082−10.3% | 減碼 |
| Allianz Asset Management GmbH | 1,242,356 | $1.59 億 | 0.25% | +190,254+18.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,233,031 | $1.58 億 | 0.17% | +64,103+5.5% | 加碼 |
| American Century Companies Inc | 1,195,674 | $1.53 億 | 0.09% | −209,107−14.9% | 減碼 |
| Rhumbline Advisers | 1,184,017 | $1.52 億 | 0.14% | −18,703−1.6% | 減碼 |
| Adelante Capital Management LLC | 1,162,695 | $1.49 億 | 9.61% | +8,075+0.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,148,541 | $1.47 億 | 0.14% | +650,994+130.8% | 加碼 |
| Nordea Investment Management AB | 1,152,868 | $1.47 億 | 0.17% | −59,736−4.9% | 減碼 |
| Great West Life Assurance Co | 1,115,346 | $1.43 億 | 0.25% | −67,241−5.7% | 減碼 |
| Janus Henderson Group PLC | 1,113,112 | $1.42 億 | 0.07% | −23,327−2.1% | 減碼 |
| Asset Management One Co.,Ltd. | 1,107,457 | $1.42 億 | 0.50% | −30,327−2.7% | 減碼 |
| Public Employees Retirement System of Ohio | 1,094,781 | $1.40 億 | 0.60% | −17,831−1.6% | 減碼 |
| Wells Fargo & Company | 1,066,671 | $1.37 億 | 0.03% | +1,780+0.2% | 加碼 |
| Pictet Asset Management Holding SA | 1,062,303 | $1.36 億 | 0.15% | −25,434−2.3% | 減碼 |
| Alliancebernstein L.P. | 1,060,953 | $1.36 億 | 0.05% | −198,594−15.8% | 減碼 |
| Nomura Asset Management Co Ltd | 1,047,984 | $1.34 億 | 0.41% | +141,070+15.6% | 加碼 |
| California Public Employees Retirement System | 1,029,058 | $1.32 億 | 0.09% | +16,698+1.6% | 加碼 |
| Bamco Inc | 974,759 | $1.25 億 | 0.33% | +164,685+20.3% | 加碼 |
| California State Teachers Retirement System | 930,390 | $1.19 億 | 0.14% | +23,788+2.6% | 加碼 |
| Marshall Wace, LLP | 855,363 | $1.10 億 | 0.14% | +11,946+1.4% | 加碼 |
| STRS Ohio | 796,687 | $1.02 億 | 0.39% | −87,714−9.9% | 減碼 |
| New York State Common Retirement Fund | 743,365 | $9,517 萬 | 0.13% | −14,800−2.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 730,506 | $9,353 萬 | 0.17% | −113,000−13.4% | 減碼 |
| Bank of Montreal | 726,130 | $9,236 萬 | 0.04% | −32,444−4.3% | 減碼 |
| Squarepoint Ops LLC | 709,559 | $9,084 萬 | 0.30% | +644,182+985.3% | 加碼 |
| Qube Research & Technologies Ltd | 706,754 | $9,049 萬 | 0.17% | −1,313,649−65.0% | 減碼 |
| 1832 Asset Management L.P. | 668,986 | $8,565 萬 | 0.14% | +624,286+1,396.6% | 加碼 |
| Capital Research Global Investors | 663,946 | $8,501 萬 | 0.02% | +11,700+1.8% | 加碼 |
| Swedbank AB | 646,046 | $8,271 萬 | 0.11% | +17,554+2.8% | 加碼 |
| Heitman Real Estate Securities LLC | 616,148 | $7,889 萬 | 4.30% | −413,419−40.2% | 減碼 |
| Aviva PLC | 613,910 | $7,860 萬 | 0.20% | +113,173+22.6% | 加碼 |
| Neuberger Berman Group LLC | 613,060 | $7,849 萬 | 0.06% | −997−0.2% | 減碼 |
| Royal Bank of Canada | 586,764 | $7,513 萬 | 0.02% | +3,098+0.5% | 加碼 |
| Millennium Management LLC | 580,651 | $7,434 萬 | 0.06% | −146,626−20.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 564,775 | $7,231 萬 | 0.14% | +6,350+1.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 512,416 | $6,560 萬 | 0.09% | −312,638−37.9% | 減碼 |
| Renaissance Technologies LLC | 502,963 | $6,439 萬 | 0.10% | −58,300−10.4% | 減碼 |
| Envestnet Asset Management Inc | 497,471 | $6,369 萬 | 0.02% | −8,633−1.7% | 減碼 |
| Raymond James & Associates | 478,207 | $6,122 萬 | 0.04% | +42,018+9.6% | 加碼 |
| Retirement Systems of Alabama | 470,419 | $6,023 萬 | 0.23% | +16,946+3.7% | 加碼 |
| AXA S.A. | 466,139 | $5,968 萬 | 0.18% | −15,491−3.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 457,596 | $5,859 萬 | 0.24% | +8,707+1.9% | 加碼 |
| New York State Teachers Retirement System | 455,825 | $5,836 萬 | 0.12% | −943−0.2% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 425,000 | $5,425 萬 | 1.11% | −125,000−22.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 416,748 | $5,336 萬 | 0.16% | +41,298+11.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 410,362 | $5,254 萬 | 0.05% | −4,287−1.0% | 減碼 |
| Franklin Resources Inc | 391,264 | $4,993 萬 | 0.01% | +12,265+3.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 384,551 | $4,923 萬 | 0.10% | −1,081−0.3% | 減碼 |
| UniSuper Management Pty Ltd | 383,380 | $4,908 萬 | 0.37% | +2,845+0.7% | 加碼 |