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 |
|---|---|---|---|---|---|
| Ethic Inc. | 63,202 | $590.6 萬 | 0.15% | −3,852−5.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 46,344 | $593.3 萬 | 0.15% | +971+2.1% | 加碼 |
| Carret Asset Management, LLC | 46,351 | $593.4 萬 | 0.64% | −3,570−7.2% | 減碼 |
| Capital Fund Management S.A. | 47,003 | $601.8 萬 | 0.07% | −68,678−59.4% | 減碼 |
| Peapack Gladstone Financial Corp | 47,198 | $604.3 萬 | 0.09% | −102−0.2% | 減碼 |
| Norinchukin Bank, The | 49,302 | $631.2 萬 | 0.15% | +1,197+2.5% | 加碼 |
| Windward Capital Management Co | 49,461 | $633.3 萬 | 0.48% | +1,642+3.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 49,538 | $634.2 萬 | 0.12% | −1,822−3.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 51,580 | $660.4 萬 | 0.26% | −9,244−15.2% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 51,858 | $663.9 萬 | 1.01% | −35,305−40.5% | 減碼 |
| Connors Investor Services Inc | 52,646 | $672.6 萬 | 0.65% | −65,479−55.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 52,781 | $675.8 萬 | 0.14% | −2,932−5.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 52,885 | $677.1 萬 | 0.26% | +30,113+132.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 54,878 | $702.6 萬 | 0.01% | −523−0.9% | 減碼 |
| Advisors Management Group Inc | 55,292 | $707.9 萬 | 1.67% | −172−0.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 55,489 | $708.0 萬 | 0.06% | +5,604+11.2% | 加碼 |
| Harbour Trust & Investment Management Co | 55,545 | $711.1 萬 | 0.81% | −178−0.3% | 減碼 |
| CWM Advisors, LLC | 56,324 | $721.1 萬 | 0.74% | +53,785+2,118.4% | 加碼 |
| JustInvest LLC | 56,627 | $725.0 萬 | 0.12% | +5,632+11.0% | 加碼 |
| Fifth Third Bancorp | 58,086 | $743.7 萬 | 0.03% | +1,828+3.2% | 加碼 |
| CIBC World Markets Inc. | 60,761 | $777.9 萬 | 0.02% | +17,287+39.8% | 加碼 |
| Agf Management Ltd | 61,259 | $784.3 萬 | 0.04% | +1,575+2.6% | 加碼 |
| Pensionfund DSM Netherlands | 63,753 | $816.2 萬 | 3.74% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 66,802 | $855.3 萬 | 0.02% | +12,599+23.2% | 加碼 |
| Intech Investment Management LLC | 67,065 | $858.6 萬 | 0.10% | +36,580+120.0% | 加碼 |
| QRG Capital Management, Inc. | 68,348 | $875.1 萬 | 0.09% | +13,015+23.5% | 加碼 |
| Windle Wealth, LLC | 69,171 | $885.6 萬 | 4.81% | +312+0.5% | 加碼 |
| Rockefeller Capital Management L.P. | 70,276 | $898.8 萬 | 0.02% | +4,470+6.8% | 加碼 |
| Credit Agricole S A | 70,843 | $907.0 萬 | 0.05% | +10,537+17.5% | 加碼 |
| Fred Alger Management, LLC | 73,033 | $935.0 萬 | 0.05% | +29,306+67.0% | 加碼 |
| Advisor Group Holdings, Inc. | 73,052 | $936.2 萬 | 0.02% | −7,965−9.8% | 減碼 |
| Central Trust Co | 73,205 | $937.2 萬 | 0.22% | −1,821−2.4% | 減碼 |
| GSI Capital Advisors LLC | 73,450 | $940.4 萬 | 4.71% | −8,466−10.3% | 減碼 |
| Pacer Advisors, Inc. | 73,455 | $940.4 萬 | 0.02% | +31,322+74.3% | 加碼 |
| SG Americas Securities, LLC | 74,481 | $953.6 萬 | 0.04% | −28,426−27.6% | 減碼 |
| Kempen Capital Management N.V. | 74,728 | $956.7 萬 | 0.10% | +21,485+40.4% | 加碼 |
| Mutual of America Capital Management LLC | 77,373 | $990.6 萬 | 0.10% | −4,340−5.3% | 減碼 |
| M&T Bank Corp | 77,858 | $996.8 萬 | 0.03% | +2,389+3.2% | 加碼 |
| Captrust Financial Advisors | 78,170 | $1,001 萬 | 0.03% | −4,354−5.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 78,439 | $1,004 萬 | 0.10% | +78,439 | 新進 |
| Bank of Nova Scotia | 78,545 | $1,006 萬 | 0.02% | +13,825+21.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 79,509 | $1,018 萬 | 0.02% | −786−1.0% | 減碼 |
| Mariner, LLC | 79,618 | $1,019 萬 | 0.02% | +3,469+4.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 80,219 | $1,027 萬 | 0.04% | +1,074+1.4% | 加碼 |
| Mercer Global Advisors Inc | 80,492 | $1,029 萬 | 0.02% | +8,046+11.1% | 加碼 |
| Tredje AP-fonden | 81,421 | $1,042 萬 | 0.09% | 00.0% | 不變 |
| LGT Group Foundation | 82,413 | $1,047 萬 | 0.17% | −7,600−8.4% | 減碼 |
| Rafferty Asset Management, LLC | 82,258 | $1,053 萬 | 0.04% | −296−0.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 90,265 | $1,062 萬 | 0.05% | +24,520+37.3% | 加碼 |
| Venture Visionary Partners LLC | 83,067 | $1,064 萬 | 0.46% | −4,701−5.4% | 減碼 |
| AMF Pensionsforsakring AB | 83,047 | $1,064 萬 | 0.08% | 00.0% | 不變 |
| Xponance, Inc. | 83,141 | $1,064 萬 | 0.10% | +2,370+2.9% | 加碼 |
| Trust Co of Toledo NA | 83,280 | $1,066 萬 | 1.44% | −1,218−1.4% | 減碼 |
| CIBC Asset Management Inc | 84,541 | $1,082 萬 | 0.04% | +4,622+5.8% | 加碼 |
| CNH Partners LLC | 85,942 | $1,091 萬 | 0.25% | +13,624+18.8% | 加碼 |
| HighTower Advisors, LLC | 87,588 | $1,123 萬 | 0.02% | +20,445+30.4% | 加碼 |
| Cetera Investment Advisers | 88,632 | $1,135 萬 | 0.02% | +2,941+3.4% | 加碼 |
| Transform Wealth, LLC | 90,078 | $1,153 萬 | 0.76% | +9,215+11.4% | 加碼 |
| Metis Global Partners, LLC | 90,618 | $1,160 萬 | 0.36% | +14,619+19.2% | 加碼 |
| Commonwealth Equity Services, LLC | 95,812 | $1,227 萬 | 0.02% | −898−0.9% | 減碼 |
| Utah Retirement Systems | 99,703 | $1,276 萬 | 0.14% | +2,200+2.3% | 加碼 |
| British Columbia Investment Management Corp | 99,764 | $1,277 萬 | 0.08% | −9,196−8.4% | 減碼 |
| Keybank National Association | 100,145 | $1,282 萬 | 0.05% | −503,636−83.4% | 減碼 |
| Makena Capital Management LLC | 101,577 | $1,300 萬 | 3.12% | −2,850−2.7% | 減碼 |
| Public Sector Pension Investment Board | 101,662 | $1,302 萬 | 0.07% | +15,313+17.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 102,000 | $1,306 萬 | 0.03% | −29,000−22.1% | 減碼 |
| Westpac Banking Corp | 102,730 | $1,315 萬 | 0.88% | +417+0.4% | 加碼 |
| Point72 Asset Management, L.P. | 103,535 | $1,326 萬 | 0.05% | +90,211+677.1% | 加碼 |
| Natixis | 104,256 | $1,335 萬 | 0.08% | −200,542−65.8% | 減碼 |
| DnB Asset Management AS | 105,044 | $1,345 萬 | 0.06% | +9,474+9.9% | 加碼 |
| Yousif Capital Management, LLC | 105,871 | $1,355 萬 | 0.15% | +3,330+3.2% | 加碼 |
| Amalgamated Bank | 114,942 | $1,472 萬 | 0.12% | −5,063−4.2% | 減碼 |
| Calamos Advisors LLC | 116,954 | $1,497 萬 | 0.07% | −2,869−2.4% | 減碼 |
| Epoch Investment Partners, Inc. | 117,001 | $1,498 萬 | 0.07% | −14,601−11.1% | 減碼 |
| Czech National Bank | 117,885 | $1,509 萬 | 0.15% | +3,947+3.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 118,242 | $1,514 萬 | 0.07% | +5,486+4.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 120,000 | $1,536 萬 | 0.03% | +120,000 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 120,134 | $1,538 萬 | 0.03% | +704+0.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 121,916 | $1,561 萬 | 0.14% | +638+0.5% | 加碼 |
| Manning & Napier Advisors LLC | 122,317 | $1,566 萬 | 0.17% | −19,326−13.6% | 減碼 |
| USS Investment Management Ltd | 123,972 | $1,587 萬 | 0.12% | +117+0.1% | 加碼 |
| Prudential PLC | 124,643 | $1,596 萬 | 0.08% | +26,114+26.5% | 加碼 |
| TCW Group Inc | 125,671 | $1,609 萬 | 0.14% | −9,464−7.0% | 減碼 |
| Tiaa Trust, National Association | 127,129 | $1,628 萬 | 0.05% | −1,719−1.3% | 減碼 |
| Alyeska Investment Group, L.P. | 127,694 | $1,635 萬 | 0.08% | +127,694 | 新進 |
| Jane Street Group, LLC | 128,326 | $1,643 萬 | 0.03% | −226,647−63.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 124,776 | $1,683 萬 | 0.13% | −7,400−5.6% | 減碼 |
| Vestcor Inc | 132,167 | $1,692 萬 | 0.53% | +6,685+5.3% | 加碼 |
| Acadian Asset Management LLC | 133,997 | $1,715 萬 | 0.05% | +48,917+57.5% | 加碼 |
| New York Life Investment Management LLC | 137,595 | $1,762 萬 | 0.17% | −15,998−10.4% | 減碼 |
| Andra AP-fonden | 137,600 | $1,762 萬 | 0.26% | −600−0.4% | 減碼 |
| Twin Tree Management, LP | 142,324 | $1,822 萬 | 0.42% | +141,887+32,468.4% | 加碼 |
| Thrivent Financial for Lutherans | 142,881 | $1,829 萬 | 0.03% | +21,757+18.0% | 加碼 |
| Corebridge Financial, Inc. | 143,866 | $1,842 萬 | 0.10% | −8,802−5.8% | 減碼 |
| Ensign Peak Advisors, Inc | 144,345 | $1,848 萬 | 0.03% | +5,691+4.1% | 加碼 |
| Chilton Capital Management LLC | 144,404 | $1,849 萬 | 0.77% | −22,057−13.3% | 減碼 |
| Weiss Asset Management LP | 144,519 | $1,850 萬 | 0.47% | +144,519 | 新進 |
| Tudor Investment Corp Et Al | 149,000 | $1,908 萬 | 0.21% | −317,340−68.0% | 減碼 |
| Nissay Asset Management Corp | 151,185 | $1,936 萬 | 0.12% | +6,208+4.3% | 加碼 |
| Forsta Ap-Fonden | 152,500 | $1,952 萬 | 0.15% | +54,600+55.8% | 加碼 |