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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 382,262 | $4,839 萬 | 0.09% | −34,295−8.2% | 減碼 |
| State of Wisconsin Investment Board | 373,108 | $4,777 萬 | 0.12% | +22,692+6.5% | 加碼 |
| CORDA Investment Management, LLC. | 368,388 | $4,716 萬 | 3.68% | −58,857−13.8% | 減碼 |
| Victory Capital Management Inc | 363,378 | $4,652 萬 | 0.04% | +125,046+52.5% | 加碼 |
| Toronto Dominion Bank | 358,375 | $4,588 萬 | 0.08% | +67,787+23.3% | 加碼 |
| State of Alaska, Department of Revenue | 357,099 | $4,572 萬 | 0.49% | +2,039+0.6% | 加碼 |
| Capital International Inc | 355,737 | $4,555 萬 | 0.57% | +2,614+0.7% | 加碼 |
| Uniplan Investment Counsel, Inc. | 350,361 | $4,486 萬 | 3.91% | −32,506−8.5% | 減碼 |
| Bowen Hanes & Co Inc | 346,281 | $4,433 萬 | 1.16% | −1,842−0.5% | 減碼 |
| AQR Capital Management LLC | 347,168 | $4,408 萬 | 0.06% | +211,123+155.2% | 加碼 |
| Natixis Advisors, L.P. | 335,559 | $4,296 萬 | 0.08% | +21,559+6.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 325,497 | $4,149 萬 | 0.24% | −15,887−4.7% | 減碼 |
| FIL Ltd | 323,620 | $4,143 萬 | 0.04% | +38,762+13.6% | 加碼 |
| Teacher Retirement System of Texas | 317,071 | $4,060 萬 | 0.19% | +197,868+166.0% | 加碼 |
| Citigroup Inc | 317,038 | $4,059 萬 | 0.04% | −854,655−72.9% | 減碼 |
| Handelsbanken Fonder AB | 317,018 | $4,059 萬 | 0.16% | +22,369+7.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 312,820 | $4,005 萬 | 0.12% | −15,153−4.6% | 減碼 |
| Nisa Investment Advisors, LLC | 310,109 | $3,970 萬 | 0.24% | −13,428−4.2% | 減碼 |
| Employees Retirement System of Texas | 299,000 | $3,828 萬 | 0.33% | +49,000+19.6% | 加碼 |
| Treasurer of the State of North Carolina | 290,252 | $3,716 萬 | 0.15% | −820−0.3% | 減碼 |
| Van Eck Associates Corp | 279,358 | $3,681 萬 | 0.05% | +41,819+17.6% | 加碼 |
| Mackenzie Financial Corp | 281,469 | $3,604 萬 | 0.05% | +137,771+95.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 279,460 | $3,578 萬 | 0.08% | +13,883+5.2% | 加碼 |
| Danske Bank A/S | 276,910 | $3,545 萬 | 0.12% | +27,400+11.0% | 加碼 |
| Los Angeles Capital Management LLC | 273,069 | $3,496 萬 | 0.14% | +1,820+0.7% | 加碼 |
| IFM Investors Pty Ltd | 264,368 | $3,385 萬 | 0.32% | +9,797+3.8% | 加碼 |
| Braun Stacey Associates Inc | 253,734 | $3,249 萬 | 1.23% | +12,152+5.0% | 加碼 |
| Royal London Asset Management Ltd | 245,798 | $3,147 萬 | 0.08% | +13,341+5.7% | 加碼 |
| Korea Investment CORP | 243,712 | $3,120 萬 | 0.07% | −264,094−52.0% | 減碼 |
| Storebrand Asset Management AS | 241,315 | $3,090 萬 | 0.10% | +55,745+30.0% | 加碼 |
| B&I Capital AG | 240,300 | $3,077 萬 | 8.92% | −15,450−6.0% | 減碼 |
| National Bank of Canada | 235,245 | $3,012 萬 | 0.04% | +70,914+43.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 231,479 | $2,964 萬 | 0.19% | −4,634−2.0% | 減碼 |
| Ci Investments Inc. | 230,780 | $2,955 萬 | 0.11% | +1,120+0.5% | 加碼 |
| Cerity Partners LLC | 226,114 | $2,895 萬 | 0.06% | +17,817+8.6% | 加碼 |
| KBC Group NV | 222,005 | $2,842 萬 | 0.09% | +183,200+472.1% | 加碼 |
| Umb Bank N A | 218,486 | $2,797 萬 | 0.44% | +40,175+22.5% | 加碼 |
| State of Tennessee, Treasury Department | 217,551 | $2,785 萬 | 0.10% | −21,798−9.1% | 減碼 |
| LPL Financial LLC | 216,190 | $2,768 萬 | 0.01% | +10,516+5.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 215,475 | $2,759 萬 | 0.02% | +2,711+1.3% | 加碼 |
| ProShare Advisors LLC | 214,738 | $2,749 萬 | 0.07% | +100,401+87.8% | 加碼 |
| TD Asset Management Inc | 215,595 | $2,742 萬 | 0.02% | +11,398+5.6% | 加碼 |
| CIBC World Markets Corp | 208,000 | $2,663 萬 | 0.19% | +132,473+175.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 198,892 | $2,546 萬 | 0.03% | +1,836+0.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 193,743 | $2,481 萬 | 0.06% | +6,769+3.6% | 加碼 |
| Stifel Financial Corp | 192,874 | $2,469 萬 | 0.03% | +23,585+13.9% | 加碼 |
| NewEdge Wealth, LLC | 191,256 | $2,449 萬 | 0.44% | +33,031+20.9% | 加碼 |
| Susquehanna International Group, LLP | 189,456 | $2,426 萬 | 0.04% | +17,742+10.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 188,940 | $2,419 萬 | 0.26% | +9,610+5.4% | 加碼 |
| Brookfield Asset Management Inc. | 187,195 | $2,397 萬 | 0.14% | −149,003−44.3% | 減碼 |
| First Trust Advisors LP | 184,262 | $2,359 萬 | 0.02% | +92,915+101.7% | 加碼 |
| Guggenheim Capital LLC | 182,998 | $2,343 萬 | 0.17% | +53,704+41.5% | 加碼 |
| Vert Asset Management LLC | 180,451 | $2,310 萬 | 7.97% | +818+0.5% | 加碼 |
| WestEnd Advisors, LLC | 176,791 | $2,263 萬 | 0.56% | +176,791 | 新進 |
| Candriam Luxembourg S.C.A. | 176,242 | $2,256 萬 | 0.13% | −15,474−8.1% | 減碼 |
| Factory Mutual Insurance Co | 173,800 | $2,225 萬 | 0.23% | +113,100+186.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 171,687 | $2,198 萬 | 0.21% | +97,944+132.8% | 加碼 |
| Arizona State Retirement System | 171,437 | $2,195 萬 | 0.14% | +6,516+4.0% | 加碼 |
| MetLife Investment Management | 168,461 | $2,157 萬 | 0.12% | −9,167−5.2% | 減碼 |
| Sanctuary Advisors, LLC | 153,586 | $2,118 萬 | 0.13% | +69,228+82.1% | 加碼 |
| Creative Planning | 165,077 | $2,113 萬 | 0.02% | +3,682+2.3% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 158,022 | $2,023 萬 | 0.57% | +32,889+26.3% | 加碼 |
| State of Michigan Retirement System | 157,609 | $2,018 萬 | 0.10% | −6,100−3.7% | 減碼 |
| Forsta Ap-Fonden | 152,500 | $1,952 萬 | 0.15% | +54,600+55.8% | 加碼 |
| Nissay Asset Management Corp | 151,185 | $1,936 萬 | 0.12% | +6,208+4.3% | 加碼 |
| Tudor Investment Corp Et Al | 149,000 | $1,908 萬 | 0.21% | −317,340−68.0% | 減碼 |
| Weiss Asset Management LP | 144,519 | $1,850 萬 | 0.47% | +144,519 | 新進 |
| Chilton Capital Management LLC | 144,404 | $1,849 萬 | 0.77% | −22,057−13.3% | 減碼 |
| Ensign Peak Advisors, Inc | 144,345 | $1,848 萬 | 0.03% | +5,691+4.1% | 加碼 |
| Corebridge Financial, Inc. | 143,866 | $1,842 萬 | 0.10% | −8,802−5.8% | 減碼 |
| Thrivent Financial for Lutherans | 142,881 | $1,829 萬 | 0.03% | +21,757+18.0% | 加碼 |
| Twin Tree Management, LP | 142,324 | $1,822 萬 | 0.42% | +141,887+32,468.4% | 加碼 |
| Andra AP-fonden | 137,600 | $1,762 萬 | 0.26% | −600−0.4% | 減碼 |
| New York Life Investment Management LLC | 137,595 | $1,762 萬 | 0.17% | −15,998−10.4% | 減碼 |
| Acadian Asset Management LLC | 133,997 | $1,715 萬 | 0.05% | +48,917+57.5% | 加碼 |
| Vestcor Inc | 132,167 | $1,692 萬 | 0.53% | +6,685+5.3% | 加碼 |
| Varma Mutual Pension Insurance Co | 124,776 | $1,683 萬 | 0.13% | −7,400−5.6% | 減碼 |
| Jane Street Group, LLC | 128,326 | $1,643 萬 | 0.03% | −226,647−63.8% | 減碼 |
| Alyeska Investment Group, L.P. | 127,694 | $1,635 萬 | 0.08% | +127,694 | 新進 |
| Tiaa Trust, National Association | 127,129 | $1,628 萬 | 0.05% | −1,719−1.3% | 減碼 |
| TCW Group Inc | 125,671 | $1,609 萬 | 0.14% | −9,464−7.0% | 減碼 |
| Prudential PLC | 124,643 | $1,596 萬 | 0.08% | +26,114+26.5% | 加碼 |
| USS Investment Management Ltd | 123,972 | $1,587 萬 | 0.12% | +117+0.1% | 加碼 |
| Manning & Napier Advisors LLC | 122,317 | $1,566 萬 | 0.17% | −19,326−13.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 121,916 | $1,561 萬 | 0.14% | +638+0.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 120,134 | $1,538 萬 | 0.03% | +704+0.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 120,000 | $1,536 萬 | 0.03% | +120,000 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 118,242 | $1,514 萬 | 0.07% | +5,486+4.9% | 加碼 |
| Czech National Bank | 117,885 | $1,509 萬 | 0.15% | +3,947+3.5% | 加碼 |
| Epoch Investment Partners, Inc. | 117,001 | $1,498 萬 | 0.07% | −14,601−11.1% | 減碼 |
| Calamos Advisors LLC | 116,954 | $1,497 萬 | 0.07% | −2,869−2.4% | 減碼 |
| Amalgamated Bank | 114,942 | $1,472 萬 | 0.12% | −5,063−4.2% | 減碼 |
| Yousif Capital Management, LLC | 105,871 | $1,355 萬 | 0.15% | +3,330+3.2% | 加碼 |
| DnB Asset Management AS | 105,044 | $1,345 萬 | 0.06% | +9,474+9.9% | 加碼 |
| Natixis | 104,256 | $1,335 萬 | 0.08% | −200,542−65.8% | 減碼 |
| Point72 Asset Management, L.P. | 103,535 | $1,326 萬 | 0.05% | +90,211+677.1% | 加碼 |
| Westpac Banking Corp | 102,730 | $1,315 萬 | 0.88% | +417+0.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 102,000 | $1,306 萬 | 0.03% | −29,000−22.1% | 減碼 |
| Public Sector Pension Investment Board | 101,662 | $1,302 萬 | 0.07% | +15,313+17.7% | 加碼 |
| Makena Capital Management LLC | 101,577 | $1,300 萬 | 3.12% | −2,850−2.7% | 減碼 |