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 4 季 13F 持有人
Welltower Inc. 在 2024/12/31 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
- 1,132
- 較 2024 年第 3 季 +84 家
- 持有股數
- 6.18 億
- 較 2024 年第 3 季 +1,744 萬 (+2.9%)
- 總市值
- $778.6 億
- 較 2024 年第 3 季 +$10.3 億 (+1.3%)
- 新進機構
- 160
- 另有 462 家加碼
- 清倉機構
- 76
- 另有 325 家減碼
另有 16 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 98,295,258 | $123.9 億 | 0.22% | +2,612,044+2.7% | 加碼 |
| BlackRock, Inc. | 64,901,077 | $81.8 億 | 0.17% | +3,364,141+5.5% | 加碼 |
| Cohen & Steers, Inc. | 37,910,647 | $47.8 億 | 9.05% | −115,091−0.3% | 減碼 |
| Capital International Investors | 37,096,408 | $46.7 億 | 0.88% | +318,496+0.9% | 加碼 |
| State Street Corp | 36,436,383 | $45.9 億 | 0.18% | +806,612+2.3% | 加碼 |
| Norges Bank | 31,293,282 | $39.4 億 | 0.52% | −201,930−0.6% | 減碼 |
| Bank of America Corp | 18,706,788 | $23.6 億 | 0.22% | +1,652,611+9.7% | 加碼 |
| Wellington Management Group LLP | 18,675,122 | $23.5 億 | 0.43% | −10,722−0.1% | 減碼 |
| FMR LLC | 15,782,795 | $19.9 億 | 0.12% | +1,354,231+9.4% | 加碼 |
| Geode Capital Management, LLC | 13,558,841 | $17.1 億 | 0.13% | +644,494+5.0% | 加碼 |
| Principal Financial Group Inc | 11,908,639 | $15.0 億 | 0.82% | −266,153−2.2% | 減碼 |
| JPMorgan Chase & Co | 10,140,738 | $12.8 億 | 0.10% | −2,591,848−20.4% | 減碼 |
| Northern Trust Corp | 8,430,496 | $10.6 億 | 0.15% | +2,939,229+53.5% | 加碼 |
| UBS Asset Management Americas Inc | 7,632,705 | $9.62 億 | 0.22% | +712,279+10.3% | 加碼 |
| Dimensional Fund Advisors LP | 7,475,809 | $9.42 億 | 0.23% | −282,630−3.6% | 減碼 |
| Invesco Ltd. | 7,424,997 | $9.36 億 | 0.17% | +6,651+0.1% | 加碼 |
| Morgan Stanley | 7,074,482 | $8.92 億 | 0.06% | −116,049−1.6% | 減碼 |
| Legal & General Group Plc | 6,890,101 | $8.68 億 | 0.23% | −237,440−3.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,518,273 | $8.21 億 | 0.88% | +233,519+3.7% | 加碼 |
| Price T Rowe Associates Inc | 6,301,468 | $7.94 億 | 0.09% | −49,962−0.8% | 減碼 |
| Daiwa Securities Group Inc. | 6,239,086 | $7.86 億 | 3.51% | −459,753−6.9% | 減碼 |
| Charles Schwab Investment Management Inc | 6,078,738 | $7.66 億 | 0.14% | +12,525+0.2% | 加碼 |
| Resolution Capital Ltd | 5,769,173 | $7.27 億 | 13.08% | −332,651−5.5% | 減碼 |
| Deutsche Bank AG | 5,003,103 | $6.31 億 | 0.25% | +254,556+5.4% | 加碼 |
| Centersquare Investment Management LLC | 4,894,411 | $6.17 億 | 6.51% | −272,322−5.3% | 減碼 |
| Nuveen Asset Management, LLC | 4,790,755 | $6.04 億 | 0.17% | −46,686−1.0% | 減碼 |
| Bank of New York Mellon Corp | 3,884,674 | $4.90 億 | 0.09% | +117,170+3.1% | 加碼 |
| Amundi | 3,773,827 | $4.77 億 | 0.17% | +589,255+18.5% | 加碼 |
| Goldman Sachs Group Inc | 3,698,322 | $4.66 億 | 0.09% | −330,395−8.2% | 減碼 |
| Russell Investments Group, Ltd. | 3,491,099 | $4.40 億 | 0.61% | −311,856−8.2% | 減碼 |
| Zimmer Partners, LP | 3,329,794 | $4.20 億 | 7.28% | +13,044+0.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,106,666 | $3.92 億 | 0.26% | +192,303+6.6% | 加碼 |
| Prudential Financial Inc | 2,777,413 | $3.50 億 | 0.48% | −186,983−6.3% | 減碼 |
| Duff & Phelps Investment Management Co | 2,575,721 | $3.25 億 | 3.89% | +38,425+1.5% | 加碼 |
| PGGM Investments | 2,572,949 | $3.24 億 | 4.31% | −47,323−1.8% | 減碼 |
| SEI Investments Co | 2,559,488 | $3.23 億 | 0.41% | −57,262−2.2% | 減碼 |
| HSBC Holdings PLC | 2,206,866 | $2.78 億 | 0.17% | +7,855+0.4% | 加碼 |
| UBS Group AG | 2,019,760 | $2.55 億 | 0.06% | +332,269+19.7% | 加碼 |
| Cbre Clarion Securities LLC | 1,936,954 | $2.44 億 | 4.32% | +285,015+17.3% | 加碼 |
| Macquarie Group Ltd | 1,852,363 | $2.31 億 | 0.28% | −102,467−5.2% | 減碼 |
| Swiss National Bank | 1,747,200 | $2.20 億 | 0.15% | −27,500−1.5% | 減碼 |
| California Public Employees Retirement System | 1,661,201 | $2.09 億 | 0.14% | +632,143+61.4% | 加碼 |
| Ameriprise Financial Inc | 1,603,050 | $1.98 億 | 0.05% | −90,398−5.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,541,472 | $1.94 億 | 0.39% | +1,541,472 | 新進 |
| Nordea Investment Management AB | 1,477,388 | $1.86 億 | 0.19% | +324,520+28.1% | 加碼 |
| Lasalle Investment Management Securities LLC | 1,439,634 | $1.81 億 | 7.67% | +96,853+7.2% | 加碼 |
| Aew Capital Management L P | 1,408,478 | $1.78 億 | 8.58% | +38,130+2.8% | 加碼 |
| National Pension Service | 1,403,960 | $1.77 億 | 0.17% | +18,668+1.3% | 加碼 |
| Voya Investment Management LLC | 1,388,326 | $1.75 億 | 0.18% | −71,621−4.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,341,018 | $1.69 億 | 0.16% | +107,987+8.8% | 加碼 |
| APG Asset Management US Inc. | 1,338,117 | $1.69 億 | 1.28% | +23,551+1.8% | 加碼 |
| Schroder Investment Management Group | 1,349,763 | $1.69 億 | 0.16% | +45,159+3.5% | 加碼 |
| Standard Life Aberdeen plc | 1,337,207 | $1.68 億 | 0.31% | +26,146+2.0% | 加碼 |
| Citadel Advisors LLC | 1,316,675 | $1.66 億 | 0.15% | −229,929−14.9% | 減碼 |
| Rhumbline Advisers | 1,247,395 | $1.57 億 | 0.14% | +63,378+5.4% | 加碼 |
| Canada Pension Plan Investment Board | 1,223,932 | $1.54 億 | 0.15% | −914,286−42.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,222,821 | $1.54 億 | 0.12% | +74,280+6.5% | 加碼 |
| Great West Life Assurance Co | 1,219,856 | $1.53 億 | 0.26% | +104,510+9.4% | 加碼 |
| Allianz Asset Management GmbH | 1,206,791 | $1.52 億 | 0.22% | −35,565−2.9% | 減碼 |
| Adelante Capital Management LLC | 1,171,232 | $1.48 億 | 10.25% | +8,537+0.7% | 加碼 |
| American Century Companies Inc | 1,169,989 | $1.47 億 | 0.08% | −25,685−2.1% | 減碼 |
| Bamco Inc | 1,151,495 | $1.45 億 | 0.38% | +176,736+18.1% | 加碼 |
| Alliancebernstein L.P. | 1,140,397 | $1.44 億 | 0.05% | +79,444+7.5% | 加碼 |
| Asset Management One Co.,Ltd. | 1,143,663 | $1.43 億 | 0.49% | +36,206+3.3% | 加碼 |
| Qube Research & Technologies Ltd | 1,123,800 | $1.42 億 | 0.23% | +417,046+59.0% | 加碼 |
| Nomura Asset Management Co Ltd | 1,104,703 | $1.39 億 | 0.42% | +56,719+5.4% | 加碼 |
| Public Employees Retirement System of Ohio | 1,099,391 | $1.39 億 | 0.48% | +4,610+0.4% | 加碼 |
| Pictet Asset Management Holding SA | 1,069,105 | $1.35 億 | 0.15% | +6,802+0.6% | 加碼 |
| Wells Fargo & Company | 1,042,404 | $1.31 億 | 0.03% | −24,267−2.3% | 減碼 |
| Millennium Management LLC | 1,018,365 | $1.28 億 | 0.11% | +437,714+75.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 979,040 | $1.23 億 | 0.14% | +466,624+91.1% | 加碼 |
| California State Teachers Retirement System | 972,353 | $1.23 億 | 0.14% | +41,963+4.5% | 加碼 |
| Barclays PLC | 841,264 | $1.06 億 | 0.05% | −843,182−50.1% | 減碼 |
| Royal Bank of Canada | 810,505 | $1.02 億 | 0.02% | +223,741+38.1% | 加碼 |
| STRS Ohio | 776,959 | $9,792 萬 | 0.39% | −19,728−2.5% | 減碼 |
| New York State Common Retirement Fund | 766,965 | $9,666 萬 | 0.13% | +23,600+3.2% | 加碼 |
| Raymond James Financial Inc | 718,597 | $9,056 萬 | 0.03% | +718,597 | 新進 |
| Capital Research Global Investors | 678,940 | $8,557 萬 | 0.02% | +14,994+2.3% | 加碼 |
| Heitman Real Estate Securities LLC | 648,492 | $8,173 萬 | 5.26% | +32,344+5.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 642,706 | $8,100 萬 | 0.14% | −87,800−12.0% | 減碼 |
| Swedbank AB | 635,283 | $8,006 萬 | 0.10% | −10,763−1.7% | 減碼 |
| Bank of Montreal | 625,207 | $7,879 萬 | 0.04% | −100,923−13.9% | 減碼 |
| Renaissance Technologies LLC | 622,763 | $7,849 萬 | 0.12% | +119,800+23.8% | 加碼 |
| Alyeska Investment Group, L.P. | 581,839 | $7,333 萬 | 0.28% | +454,145+355.7% | 加碼 |
| Janus Henderson Group PLC | 578,584 | $7,284 萬 | 0.04% | −534,528−48.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 566,427 | $7,139 萬 | 0.14% | +1,652+0.3% | 加碼 |
| Neuberger Berman Group LLC | 548,287 | $6,910 萬 | 0.05% | −64,773−10.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 544,838 | $6,867 萬 | 0.20% | +128,090+30.7% | 加碼 |
| Teacher Retirement System of Texas | 538,763 | $6,790 萬 | 0.24% | +221,692+69.9% | 加碼 |
| Citigroup Inc | 534,977 | $6,742 萬 | 0.06% | +217,939+68.7% | 加碼 |
| AXA S.A. | 506,976 | $6,389 萬 | 0.19% | +40,837+8.8% | 加碼 |
| Storebrand Asset Management AS | 497,460 | $6,269 萬 | 0.19% | +256,145+106.1% | 加碼 |
| Korea Investment CORP | 479,945 | $6,049 萬 | 0.14% | +236,233+96.9% | 加碼 |
| National Bank of Canada | 465,559 | $5,867 萬 | 0.08% | +230,314+97.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 464,337 | $5,852 萬 | 0.24% | +6,741+1.5% | 加碼 |
| Retirement Systems of Alabama | 462,742 | $5,832 萬 | 0.22% | −7,677−1.6% | 減碼 |
| Envestnet Asset Management Inc | 458,454 | $5,778 萬 | 0.02% | −39,017−7.8% | 減碼 |
| New York State Teachers Retirement System | 456,916 | $5,759 萬 | 0.12% | +1,091+0.2% | 加碼 |
| Danske Bank A/S | 424,472 | $5,350 萬 | 0.16% | +147,562+53.3% | 加碼 |
| Capital International Inc | 421,668 | $5,314 萬 | 0.63% | +65,931+18.5% | 加碼 |