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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 3,106,666 | $3.92 億 | 0.26% | +192,303+6.6% | 加碼 |
| Zimmer Partners, LP | 3,329,794 | $4.20 億 | 7.28% | +13,044+0.4% | 加碼 |
| Russell Investments Group, Ltd. | 3,491,099 | $4.40 億 | 0.61% | −311,856−8.2% | 減碼 |
| Goldman Sachs Group Inc | 3,698,322 | $4.66 億 | 0.09% | −330,395−8.2% | 減碼 |
| Amundi | 3,773,827 | $4.77 億 | 0.17% | +589,255+18.5% | 加碼 |
| Bank of New York Mellon Corp | 3,884,674 | $4.90 億 | 0.09% | +117,170+3.1% | 加碼 |
| Nuveen Asset Management, LLC | 4,790,755 | $6.04 億 | 0.17% | −46,686−1.0% | 減碼 |
| Centersquare Investment Management LLC | 4,894,411 | $6.17 億 | 6.51% | −272,322−5.3% | 減碼 |
| Deutsche Bank AG | 5,003,103 | $6.31 億 | 0.25% | +254,556+5.4% | 加碼 |
| Resolution Capital Ltd | 5,769,173 | $7.27 億 | 13.08% | −332,651−5.5% | 減碼 |
| Charles Schwab Investment Management Inc | 6,078,738 | $7.66 億 | 0.14% | +12,525+0.2% | 加碼 |
| Daiwa Securities Group Inc. | 6,239,086 | $7.86 億 | 3.51% | −459,753−6.9% | 減碼 |
| Price T Rowe Associates Inc | 6,301,468 | $7.94 億 | 0.09% | −49,962−0.8% | 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 |
| Legal & General Group Plc | 6,890,101 | $8.68 億 | 0.23% | −237,440−3.3% | 減碼 |
| Morgan Stanley | 7,074,482 | $8.92 億 | 0.06% | −116,049−1.6% | 減碼 |
| Invesco Ltd. | 7,424,997 | $9.36 億 | 0.17% | +6,651+0.1% | 加碼 |
| Dimensional Fund Advisors LP | 7,475,809 | $9.42 億 | 0.23% | −282,630−3.6% | 減碼 |
| UBS Asset Management Americas Inc | 7,632,705 | $9.62 億 | 0.22% | +712,279+10.3% | 加碼 |
| Northern Trust Corp | 8,430,496 | $10.6 億 | 0.15% | +2,939,229+53.5% | 加碼 |
| JPMorgan Chase & Co | 10,140,738 | $12.8 億 | 0.10% | −2,591,848−20.4% | 減碼 |
| Principal Financial Group Inc | 11,908,639 | $15.0 億 | 0.82% | −266,153−2.2% | 減碼 |
| Geode Capital Management, LLC | 13,558,841 | $17.1 億 | 0.13% | +644,494+5.0% | 加碼 |
| FMR LLC | 15,782,795 | $19.9 億 | 0.12% | +1,354,231+9.4% | 加碼 |
| Wellington Management Group LLP | 18,675,122 | $23.5 億 | 0.43% | −10,722−0.1% | 減碼 |
| Bank of America Corp | 18,706,788 | $23.6 億 | 0.22% | +1,652,611+9.7% | 加碼 |
| Norges Bank | 31,293,282 | $39.4 億 | 0.52% | −201,930−0.6% | 減碼 |
| State Street Corp | 36,436,383 | $45.9 億 | 0.18% | +806,612+2.3% | 加碼 |
| Capital International Investors | 37,096,408 | $46.7 億 | 0.88% | +318,496+0.9% | 加碼 |
| Cohen & Steers, Inc. | 37,910,647 | $47.8 億 | 9.05% | −115,091−0.3% | 減碼 |
| BlackRock, Inc. | 64,901,077 | $81.8 億 | 0.17% | +3,364,141+5.5% | 加碼 |
| Vanguard Group Inc | 98,295,258 | $123.9 億 | 0.22% | +2,612,044+2.7% | 加碼 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −149,000−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −144,519−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −128,326−100.0% | 清倉 |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −122,317−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −117,001−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −85,942−100.0% | 清倉 |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −51,858−100.0% | 清倉 |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −33,962−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −27,918−100.0% | 清倉 |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −26,448−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,413−100.0% | 清倉 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −21,636−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −20,919−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,607−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −17,017−100.0% | 清倉 |
| Longbow Finance SA | 0 | $0 | 0.00% | −16,746−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −15,842−100.0% | 清倉 |
| Dean Capital Management | 0 | $0 | 0.00% | −15,042−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −173,888−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −9,400−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −9,336−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,609−100.0% | 清倉 |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −7,644−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −6,834−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −6,337−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,266−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,315−100.0% | 清倉 |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −3,813−100.0% | 清倉 |
| LifePlan Financial, LLC | 0 | $0 | 0.00% | −3,483−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,293−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,191−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −3,138−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,912−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,862−100.0% | 清倉 |
| HBK Investments L P | 0 | $0 | 0.00% | −2,824−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,790−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,769−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,754−100.0% | 清倉 |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −2,310−100.0% | 清倉 |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −2,156−100.0% | 清倉 |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −2,076−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,990−100.0% | 清倉 |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,776−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −1,754−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,729−100.0% | 清倉 |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −1,714−100.0% | 清倉 |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −1,690−100.0% | 清倉 |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −1,690−100.0% | 清倉 |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −1,658−100.0% | 清倉 |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −1,650−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,608−100.0% | 清倉 |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1,379−100.0% | 清倉 |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −1,036−100.0% | 清倉 |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −869−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −489−100.0% | 清倉 |
| Rational Advisors LLC | 0 | $0 | 0.00% | −442−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −389−100.0% | 清倉 |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −307−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −129−100.0% | 清倉 |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |