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 |
|---|---|---|---|---|---|
| Keybank National Association | 100,145 | $1,282 萬 | 0.05% | −503,636−83.4% | 減碼 |
| British Columbia Investment Management Corp | 99,764 | $1,277 萬 | 0.08% | −9,196−8.4% | 減碼 |
| Utah Retirement Systems | 99,703 | $1,276 萬 | 0.14% | +2,200+2.3% | 加碼 |
| Commonwealth Equity Services, LLC | 95,812 | $1,227 萬 | 0.02% | −898−0.9% | 減碼 |
| Metis Global Partners, LLC | 90,618 | $1,160 萬 | 0.36% | +14,619+19.2% | 加碼 |
| Transform Wealth, LLC | 90,078 | $1,153 萬 | 0.76% | +9,215+11.4% | 加碼 |
| Cetera Investment Advisers | 88,632 | $1,135 萬 | 0.02% | +2,941+3.4% | 加碼 |
| HighTower Advisors, LLC | 87,588 | $1,123 萬 | 0.02% | +20,445+30.4% | 加碼 |
| CNH Partners LLC | 85,942 | $1,091 萬 | 0.25% | +13,624+18.8% | 加碼 |
| CIBC Asset Management Inc | 84,541 | $1,082 萬 | 0.04% | +4,622+5.8% | 加碼 |
| Trust Co of Toledo NA | 83,280 | $1,066 萬 | 1.44% | −1,218−1.4% | 減碼 |
| Xponance, Inc. | 83,141 | $1,064 萬 | 0.10% | +2,370+2.9% | 加碼 |
| AMF Pensionsforsakring AB | 83,047 | $1,064 萬 | 0.08% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 83,067 | $1,064 萬 | 0.46% | −4,701−5.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 90,265 | $1,062 萬 | 0.05% | +24,520+37.3% | 加碼 |
| Rafferty Asset Management, LLC | 82,258 | $1,053 萬 | 0.04% | −296−0.4% | 減碼 |
| LGT Group Foundation | 82,413 | $1,047 萬 | 0.17% | −7,600−8.4% | 減碼 |
| Tredje AP-fonden | 81,421 | $1,042 萬 | 0.09% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 80,492 | $1,029 萬 | 0.02% | +8,046+11.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 80,219 | $1,027 萬 | 0.04% | +1,074+1.4% | 加碼 |
| Mariner, LLC | 79,618 | $1,019 萬 | 0.02% | +3,469+4.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 79,509 | $1,018 萬 | 0.02% | −786−1.0% | 減碼 |
| Bank of Nova Scotia | 78,545 | $1,006 萬 | 0.02% | +13,825+21.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 78,439 | $1,004 萬 | 0.10% | +78,439 | 新進 |
| Captrust Financial Advisors | 78,170 | $1,001 萬 | 0.03% | −4,354−5.3% | 減碼 |
| M&T Bank Corp | 77,858 | $996.8 萬 | 0.03% | +2,389+3.2% | 加碼 |
| Mutual of America Capital Management LLC | 77,373 | $990.6 萬 | 0.10% | −4,340−5.3% | 減碼 |
| Kempen Capital Management N.V. | 74,728 | $956.7 萬 | 0.10% | +21,485+40.4% | 加碼 |
| SG Americas Securities, LLC | 74,481 | $953.6 萬 | 0.04% | −28,426−27.6% | 減碼 |
| Pacer Advisors, Inc. | 73,455 | $940.4 萬 | 0.02% | +31,322+74.3% | 加碼 |
| GSI Capital Advisors LLC | 73,450 | $940.4 萬 | 4.71% | −8,466−10.3% | 減碼 |
| Central Trust Co | 73,205 | $937.2 萬 | 0.22% | −1,821−2.4% | 減碼 |
| Advisor Group Holdings, Inc. | 73,052 | $936.2 萬 | 0.02% | −7,965−9.8% | 減碼 |
| Fred Alger Management, LLC | 73,033 | $935.0 萬 | 0.05% | +29,306+67.0% | 加碼 |
| Credit Agricole S A | 70,843 | $907.0 萬 | 0.05% | +10,537+17.5% | 加碼 |
| Rockefeller Capital Management L.P. | 70,276 | $898.8 萬 | 0.02% | +4,470+6.8% | 加碼 |
| Windle Wealth, LLC | 69,171 | $885.6 萬 | 4.81% | +312+0.5% | 加碼 |
| QRG Capital Management, Inc. | 68,348 | $875.1 萬 | 0.09% | +13,015+23.5% | 加碼 |
| Intech Investment Management LLC | 67,065 | $858.6 萬 | 0.10% | +36,580+120.0% | 加碼 |
| Janney Montgomery Scott LLC | 66,802 | $855.3 萬 | 0.02% | +12,599+23.2% | 加碼 |
| Pensionfund DSM Netherlands | 63,753 | $816.2 萬 | 3.74% | 00.0% | 不變 |
| Agf Management Ltd | 61,259 | $784.3 萬 | 0.04% | +1,575+2.6% | 加碼 |
| CIBC World Markets Inc. | 60,761 | $777.9 萬 | 0.02% | +17,287+39.8% | 加碼 |
| Fifth Third Bancorp | 58,086 | $743.7 萬 | 0.03% | +1,828+3.2% | 加碼 |
| JustInvest LLC | 56,627 | $725.0 萬 | 0.12% | +5,632+11.0% | 加碼 |
| CWM Advisors, LLC | 56,324 | $721.1 萬 | 0.74% | +53,785+2,118.4% | 加碼 |
| Harbour Trust & Investment Management Co | 55,545 | $711.1 萬 | 0.81% | −178−0.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 55,489 | $708.0 萬 | 0.06% | +5,604+11.2% | 加碼 |
| Advisors Management Group Inc | 55,292 | $707.9 萬 | 1.67% | −172−0.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 54,878 | $702.6 萬 | 0.01% | −523−0.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 52,885 | $677.1 萬 | 0.26% | +30,113+132.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 52,781 | $675.8 萬 | 0.14% | −2,932−5.3% | 減碼 |
| Connors Investor Services Inc | 52,646 | $672.6 萬 | 0.65% | −65,479−55.4% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 51,858 | $663.9 萬 | 1.01% | −35,305−40.5% | 減碼 |
| Azimuth Capital Investment Management LLC | 51,580 | $660.4 萬 | 0.26% | −9,244−15.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 49,538 | $634.2 萬 | 0.12% | −1,822−3.5% | 減碼 |
| Windward Capital Management Co | 49,461 | $633.3 萬 | 0.48% | +1,642+3.4% | 加碼 |
| Norinchukin Bank, The | 49,302 | $631.2 萬 | 0.15% | +1,197+2.5% | 加碼 |
| Peapack Gladstone Financial Corp | 47,198 | $604.3 萬 | 0.09% | −102−0.2% | 減碼 |
| Capital Fund Management S.A. | 47,003 | $601.8 萬 | 0.07% | −68,678−59.4% | 減碼 |
| Carret Asset Management, LLC | 46,351 | $593.4 萬 | 0.64% | −3,570−7.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 46,344 | $593.3 萬 | 0.15% | +971+2.1% | 加碼 |
| Ethic Inc. | 63,202 | $590.6 萬 | 0.15% | −3,852−5.7% | 減碼 |
| Advisors Asset Management, Inc. | 45,925 | $588.0 萬 | 0.11% | +3,460+8.1% | 加碼 |
| Consolidated Planning Corp | 45,757 | $585.8 萬 | 0.87% | +2,319+5.3% | 加碼 |
| Callahan Advisors, LLC | 45,532 | $583.0 萬 | 0.57% | −1,559−3.3% | 減碼 |
| Vident Advisory, LLC | 44,952 | $575.5 萬 | 0.14% | −48,342−51.8% | 減碼 |
| US Bancorp | 44,837 | $574.1 萬 | 0.01% | −1,235−2.7% | 減碼 |
| Wealthfront Advisers LLC | 44,620 | $571.3 萬 | 0.02% | −37−0.1% | 減碼 |
| Pathstone Holdings, LLC | 44,609 | $571.1 萬 | 0.03% | +548+1.2% | 加碼 |
| Garland Capital Management Inc | 44,213 | $566.1 萬 | 4.35% | −6,875−13.5% | 減碼 |
| CI Private Wealth, LLC | 44,027 | $563.7 萬 | 0.01% | +7,937+22.0% | 加碼 |
| Pinnacle Associates Ltd | 61,590 | $555.4 萬 | 0.10% | +1,344+2.2% | 加碼 |
| Jones Financial Companies LLLP | 41,832 | $532.5 萬 | 0.01% | +19,825+90.1% | 加碼 |
| Avantax Advisory Services, Inc. | 40,737 | $521.6 萬 | 0.03% | −599−1.4% | 減碼 |
| Kentucky Retirement Systems | 40,315 | $516.2 萬 | 0.15% | −4,742−10.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 39,664 | $507.8 萬 | 0.00% | −141−0.4% | 減碼 |
| Banque Cantonale Vaudoise | 39,480 | $505.4 萬 | 0.21% | +19,446+97.1% | 加碼 |
| Mizuho Securities USA LLC | 37,525 | $480.4 萬 | 0.10% | −8,580−18.6% | 減碼 |
| Sterling Capital Management LLC | 37,299 | $477.5 萬 | 0.06% | +37,299 | 新進 |
| Hartford Investment Management Co | 36,483 | $467.1 萬 | 0.15% | −1,856−4.8% | 減碼 |
| Quantinno Capital Management LP | 36,423 | $466.3 萬 | 0.06% | +3,872+11.9% | 加碼 |
| Impax Asset Management Group plc | 36,375 | $465.7 萬 | 0.02% | +6,927+23.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 36,311 | $464.9 萬 | 0.40% | −376−1.0% | 減碼 |
| Stevens Capital Management LP | 36,148 | $462.8 萬 | 0.66% | +36,148 | 新進 |
| Buckingham Capital Management, Inc. | 35,954 | $460.3 萬 | 0.53% | +8,214+29.6% | 加碼 |
| Spirit of America Management Corp | 35,825 | $458.7 萬 | 0.91% | +650+1.8% | 加碼 |
| Gotham Asset Management, LLC | 35,485 | $454.3 萬 | 0.05% | +37+0.1% | 加碼 |
| MML Investors Services, LLC | 35,467 | $454.1 萬 | 0.02% | +447+1.3% | 加碼 |
| Brown Advisory Inc | 35,237 | $451.1 萬 | 0.01% | −167−0.5% | 減碼 |
| Atria Investments LLC | 35,072 | $449.0 萬 | 0.06% | +5,927+20.3% | 加碼 |
| Maryland State Retirement & Pension System | 34,766 | $445.1 萬 | 0.09% | −11,356−24.6% | 減碼 |
| D L Carlson Investment Group Inc | 34,748 | $444.9 萬 | 0.81% | −47−0.1% | 減碼 |
| DoubleLine ETF Adviser LP | 34,692 | $444.2 萬 | 1.08% | +34,692 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 34,512 | $441.9 萬 | 0.02% | +3,222+10.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 34,383 | $440.2 萬 | 0.05% | −4,190−10.9% | 減碼 |
| Sarasin & Partners LLP | 33,962 | $434.8 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 33,167 | $424.6 萬 | 0.01% | −23,856−41.8% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 33,000 | $422.5 萬 | 0.19% | +33,000 | 新進 |
| Spinnaker Trust | 32,706 | $418.7 萬 | 0.26% | −336−1.0% | 減碼 |