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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 157,609 | $2,018 萬 | 0.10% | −6,100−3.7% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 158,022 | $2,023 萬 | 0.57% | +32,889+26.3% | 加碼 |
| Creative Planning | 165,077 | $2,113 萬 | 0.02% | +3,682+2.3% | 加碼 |
| Sanctuary Advisors, LLC | 153,586 | $2,118 萬 | 0.13% | +69,228+82.1% | 加碼 |
| MetLife Investment Management | 168,461 | $2,157 萬 | 0.12% | −9,167−5.2% | 減碼 |
| Arizona State Retirement System | 171,437 | $2,195 萬 | 0.14% | +6,516+4.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 171,687 | $2,198 萬 | 0.21% | +97,944+132.8% | 加碼 |
| Factory Mutual Insurance Co | 173,800 | $2,225 萬 | 0.23% | +113,100+186.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 176,242 | $2,256 萬 | 0.13% | −15,474−8.1% | 減碼 |
| WestEnd Advisors, LLC | 176,791 | $2,263 萬 | 0.56% | +176,791 | 新進 |
| Vert Asset Management LLC | 180,451 | $2,310 萬 | 7.97% | +818+0.5% | 加碼 |
| Guggenheim Capital LLC | 182,998 | $2,343 萬 | 0.17% | +53,704+41.5% | 加碼 |
| First Trust Advisors LP | 184,262 | $2,359 萬 | 0.02% | +92,915+101.7% | 加碼 |
| Brookfield Asset Management Inc. | 187,195 | $2,397 萬 | 0.14% | −149,003−44.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 188,940 | $2,419 萬 | 0.26% | +9,610+5.4% | 加碼 |
| Susquehanna International Group, LLP | 189,456 | $2,426 萬 | 0.04% | +17,742+10.3% | 加碼 |
| NewEdge Wealth, LLC | 191,256 | $2,449 萬 | 0.44% | +33,031+20.9% | 加碼 |
| Stifel Financial Corp | 192,874 | $2,469 萬 | 0.03% | +23,585+13.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 193,743 | $2,481 萬 | 0.06% | +6,769+3.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 198,892 | $2,546 萬 | 0.03% | +1,836+0.9% | 加碼 |
| CIBC World Markets Corp | 208,000 | $2,663 萬 | 0.19% | +132,473+175.4% | 加碼 |
| TD Asset Management Inc | 215,595 | $2,742 萬 | 0.02% | +11,398+5.6% | 加碼 |
| ProShare Advisors LLC | 214,738 | $2,749 萬 | 0.07% | +100,401+87.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 215,475 | $2,759 萬 | 0.02% | +2,711+1.3% | 加碼 |
| LPL Financial LLC | 216,190 | $2,768 萬 | 0.01% | +10,516+5.1% | 加碼 |
| State of Tennessee, Treasury Department | 217,551 | $2,785 萬 | 0.10% | −21,798−9.1% | 減碼 |
| Umb Bank N A | 218,486 | $2,797 萬 | 0.44% | +40,175+22.5% | 加碼 |
| KBC Group NV | 222,005 | $2,842 萬 | 0.09% | +183,200+472.1% | 加碼 |
| Cerity Partners LLC | 226,114 | $2,895 萬 | 0.06% | +17,817+8.6% | 加碼 |
| Ci Investments Inc. | 230,780 | $2,955 萬 | 0.11% | +1,120+0.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 231,479 | $2,964 萬 | 0.19% | −4,634−2.0% | 減碼 |
| National Bank of Canada | 235,245 | $3,012 萬 | 0.04% | +70,914+43.2% | 加碼 |
| B&I Capital AG | 240,300 | $3,077 萬 | 8.92% | −15,450−6.0% | 減碼 |
| Storebrand Asset Management AS | 241,315 | $3,090 萬 | 0.10% | +55,745+30.0% | 加碼 |
| Korea Investment CORP | 243,712 | $3,120 萬 | 0.07% | −264,094−52.0% | 減碼 |
| Royal London Asset Management Ltd | 245,798 | $3,147 萬 | 0.08% | +13,341+5.7% | 加碼 |
| Braun Stacey Associates Inc | 253,734 | $3,249 萬 | 1.23% | +12,152+5.0% | 加碼 |
| IFM Investors Pty Ltd | 264,368 | $3,385 萬 | 0.32% | +9,797+3.8% | 加碼 |
| Los Angeles Capital Management LLC | 273,069 | $3,496 萬 | 0.14% | +1,820+0.7% | 加碼 |
| Danske Bank A/S | 276,910 | $3,545 萬 | 0.12% | +27,400+11.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 279,460 | $3,578 萬 | 0.08% | +13,883+5.2% | 加碼 |
| Mackenzie Financial Corp | 281,469 | $3,604 萬 | 0.05% | +137,771+95.9% | 加碼 |
| Van Eck Associates Corp | 279,358 | $3,681 萬 | 0.05% | +41,819+17.6% | 加碼 |
| Treasurer of the State of North Carolina | 290,252 | $3,716 萬 | 0.15% | −820−0.3% | 減碼 |
| Employees Retirement System of Texas | 299,000 | $3,828 萬 | 0.33% | +49,000+19.6% | 加碼 |
| Nisa Investment Advisors, LLC | 310,109 | $3,970 萬 | 0.24% | −13,428−4.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 312,820 | $4,005 萬 | 0.12% | −15,153−4.6% | 減碼 |
| Handelsbanken Fonder AB | 317,018 | $4,059 萬 | 0.16% | +22,369+7.6% | 加碼 |
| Citigroup Inc | 317,038 | $4,059 萬 | 0.04% | −854,655−72.9% | 減碼 |
| Teacher Retirement System of Texas | 317,071 | $4,060 萬 | 0.19% | +197,868+166.0% | 加碼 |
| FIL Ltd | 323,620 | $4,143 萬 | 0.04% | +38,762+13.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 325,497 | $4,149 萬 | 0.24% | −15,887−4.7% | 減碼 |
| Natixis Advisors, L.P. | 335,559 | $4,296 萬 | 0.08% | +21,559+6.9% | 加碼 |
| AQR Capital Management LLC | 347,168 | $4,408 萬 | 0.06% | +211,123+155.2% | 加碼 |
| Bowen Hanes & Co Inc | 346,281 | $4,433 萬 | 1.16% | −1,842−0.5% | 減碼 |
| Uniplan Investment Counsel, Inc. | 350,361 | $4,486 萬 | 3.91% | −32,506−8.5% | 減碼 |
| Capital International Inc | 355,737 | $4,555 萬 | 0.57% | +2,614+0.7% | 加碼 |
| State of Alaska, Department of Revenue | 357,099 | $4,572 萬 | 0.49% | +2,039+0.6% | 加碼 |
| Toronto Dominion Bank | 358,375 | $4,588 萬 | 0.08% | +67,787+23.3% | 加碼 |
| Victory Capital Management Inc | 363,378 | $4,652 萬 | 0.04% | +125,046+52.5% | 加碼 |
| CORDA Investment Management, LLC. | 368,388 | $4,716 萬 | 3.68% | −58,857−13.8% | 減碼 |
| State of Wisconsin Investment Board | 373,108 | $4,777 萬 | 0.12% | +22,692+6.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 382,262 | $4,839 萬 | 0.09% | −34,295−8.2% | 減碼 |
| UniSuper Management Pty Ltd | 383,380 | $4,908 萬 | 0.37% | +2,845+0.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 384,551 | $4,923 萬 | 0.10% | −1,081−0.3% | 減碼 |
| Franklin Resources Inc | 391,264 | $4,993 萬 | 0.01% | +12,265+3.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 410,362 | $5,254 萬 | 0.05% | −4,287−1.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 416,748 | $5,336 萬 | 0.16% | +41,298+11.0% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 425,000 | $5,425 萬 | 1.11% | −125,000−22.7% | 減碼 |
| New York State Teachers Retirement System | 455,825 | $5,836 萬 | 0.12% | −943−0.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 457,596 | $5,859 萬 | 0.24% | +8,707+1.9% | 加碼 |
| AXA S.A. | 466,139 | $5,968 萬 | 0.18% | −15,491−3.2% | 減碼 |
| Retirement Systems of Alabama | 470,419 | $6,023 萬 | 0.23% | +16,946+3.7% | 加碼 |
| Raymond James & Associates | 478,207 | $6,122 萬 | 0.04% | +42,018+9.6% | 加碼 |
| Envestnet Asset Management Inc | 497,471 | $6,369 萬 | 0.02% | −8,633−1.7% | 減碼 |
| Renaissance Technologies LLC | 502,963 | $6,439 萬 | 0.10% | −58,300−10.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 512,416 | $6,560 萬 | 0.09% | −312,638−37.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 564,775 | $7,231 萬 | 0.14% | +6,350+1.1% | 加碼 |
| Millennium Management LLC | 580,651 | $7,434 萬 | 0.06% | −146,626−20.2% | 減碼 |
| Royal Bank of Canada | 586,764 | $7,513 萬 | 0.02% | +3,098+0.5% | 加碼 |
| Neuberger Berman Group LLC | 613,060 | $7,849 萬 | 0.06% | −997−0.2% | 減碼 |
| Aviva PLC | 613,910 | $7,860 萬 | 0.20% | +113,173+22.6% | 加碼 |
| Heitman Real Estate Securities LLC | 616,148 | $7,889 萬 | 4.30% | −413,419−40.2% | 減碼 |
| Swedbank AB | 646,046 | $8,271 萬 | 0.11% | +17,554+2.8% | 加碼 |
| Capital Research Global Investors | 663,946 | $8,501 萬 | 0.02% | +11,700+1.8% | 加碼 |
| 1832 Asset Management L.P. | 668,986 | $8,565 萬 | 0.14% | +624,286+1,396.6% | 加碼 |
| Qube Research & Technologies Ltd | 706,754 | $9,049 萬 | 0.17% | −1,313,649−65.0% | 減碼 |
| Squarepoint Ops LLC | 709,559 | $9,084 萬 | 0.30% | +644,182+985.3% | 加碼 |
| Bank of Montreal | 726,130 | $9,236 萬 | 0.04% | −32,444−4.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 730,506 | $9,353 萬 | 0.17% | −113,000−13.4% | 減碼 |
| New York State Common Retirement Fund | 743,365 | $9,517 萬 | 0.13% | −14,800−2.0% | 減碼 |
| STRS Ohio | 796,687 | $1.02 億 | 0.39% | −87,714−9.9% | 減碼 |
| Marshall Wace, LLP | 855,363 | $1.10 億 | 0.14% | +11,946+1.4% | 加碼 |
| California State Teachers Retirement System | 930,390 | $1.19 億 | 0.14% | +23,788+2.6% | 加碼 |
| Bamco Inc | 974,759 | $1.25 億 | 0.33% | +164,685+20.3% | 加碼 |
| California Public Employees Retirement System | 1,029,058 | $1.32 億 | 0.09% | +16,698+1.6% | 加碼 |
| Nomura Asset Management Co Ltd | 1,047,984 | $1.34 億 | 0.41% | +141,070+15.6% | 加碼 |
| Alliancebernstein L.P. | 1,060,953 | $1.36 億 | 0.05% | −198,594−15.8% | 減碼 |
| Pictet Asset Management Holding SA | 1,062,303 | $1.36 億 | 0.15% | −25,434−2.3% | 減碼 |
| Wells Fargo & Company | 1,066,671 | $1.37 億 | 0.03% | +1,780+0.2% | 加碼 |