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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $398.3 萬 | 0.41% | +31,600 | 新進 |
| NEOS Investment Management LLC | 31,663 | $399.0 萬 | 0.09% | +7,463+30.8% | 加碼 |
| Securian Asset Management, Inc | 31,712 | $399.7 萬 | 0.12% | −293−0.9% | 減碼 |
| Louisiana State Employees Retirement System | 31,800 | $400.8 萬 | 0.08% | −800−2.5% | 減碼 |
| WESPAC Advisors SoCal, LLC | 32,225 | $406.1 萬 | 0.92% | +8,481+35.7% | 加碼 |
| Shell Asset Management Co | 32,312 | $407.2 萬 | 0.18% | +3,939+13.9% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 32,460 | $409.1 萬 | 0.08% | +3,100+10.6% | 加碼 |
| Maryland State Retirement & Pension System | 33,015 | $416.1 萬 | 0.09% | −1,751−5.0% | 減碼 |
| Allstate Corp | 33,572 | $423.1 萬 | 0.12% | +13,371+66.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 33,702 | $424.7 萬 | 0.05% | −681−2.0% | 減碼 |
| D L Carlson Investment Group Inc | 34,097 | $429.7 萬 | 0.77% | −651−1.9% | 減碼 |
| GEM Realty Capital | 34,474 | $434.5 萬 | 0.43% | +14,947+76.5% | 加碼 |
| DoubleLine ETF Adviser LP | 34,862 | $439.4 萬 | 1.19% | +170+0.5% | 加碼 |
| Brown Advisory Inc | 34,880 | $439.6 萬 | 0.01% | −357−1.0% | 減碼 |
| Woodline Partners LP | 35,377 | $445.9 萬 | 0.03% | +35,377 | 新進 |
| Truist Financial Corp | 35,441 | $446.7 萬 | 0.01% | +2,274+6.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 35,557 | $448.1 萬 | 0.01% | +1,045+3.0% | 加碼 |
| Spirit of America Management Corp | 36,025 | $454.0 萬 | 0.92% | +200+0.6% | 加碼 |
| Sterling Capital Management LLC | 36,129 | $455.3 萬 | 0.06% | −1,170−3.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 36,243 | $456.8 萬 | 0.38% | −68−0.2% | 減碼 |
| Buckingham Capital Management, Inc. | 36,563 | $460.8 萬 | 0.53% | +609+1.7% | 加碼 |
| Hartford Investment Management Co | 36,633 | $461.7 萬 | 0.15% | +150+0.4% | 加碼 |
| Atria Investments LLC | 36,723 | $462.8 萬 | 0.06% | +1,651+4.7% | 加碼 |
| Twin Tree Management, LP | 36,726 | $462.9 萬 | 0.11% | −105,598−74.2% | 減碼 |
| Naviter Wealth, LLC | 36,788 | $463.6 萬 | 0.56% | +4,726+14.7% | 加碼 |
| Quadrature Capital Ltd | 37,212 | $468.8 萬 | 0.09% | +37,212 | 新進 |
| Brasada Capital Management, LP | 37,534 | $471.9 萬 | 0.84% | +37,534 | 新進 |
| Colony Group, LLC | 38,155 | $480.9 萬 | 0.01% | +17,058+80.9% | 加碼 |
| MML Investors Services, LLC | 38,323 | $483.0 萬 | 0.02% | +2,856+8.1% | 加碼 |
| Kentucky Retirement Systems | 39,767 | $501.2 萬 | 0.15% | −548−1.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 40,414 | $509.3 萬 | 0.00% | +750+1.9% | 加碼 |
| Garland Capital Management Inc | 40,743 | $513.5 萬 | 4.21% | −3,470−7.8% | 減碼 |
| Avantax Advisory Services, Inc. | 40,779 | $513.9 萬 | 0.03% | +42+0.1% | 加碼 |
| Quantinno Capital Management LP | 41,657 | $525.0 萬 | 0.05% | +5,234+14.4% | 加碼 |
| Modern Wealth Management, LLC | 42,264 | $532.7 萬 | 0.20% | +42,264 | 新進 |
| Callahan Advisors, LLC | 42,443 | $534.9 萬 | 0.50% | −3,089−6.8% | 減碼 |
| CI Private Wealth, LLC | 42,588 | $536.8 萬 | 0.01% | −1,439−3.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 43,940 | $553.8 萬 | 0.15% | +14,693+50.2% | 加碼 |
| US Bancorp | 44,103 | $555.8 萬 | 0.01% | −734−1.6% | 減碼 |
| Carret Asset Management, LLC | 44,167 | $556.6 萬 | 0.61% | −2,184−4.7% | 減碼 |
| Pathstone Holdings, LLC | 45,194 | $569.6 萬 | 0.03% | +585+1.3% | 加碼 |
| GeoWealth Management, LLC | 45,453 | $572.8 萬 | 0.19% | +13,392+41.8% | 加碼 |
| Toroso Investments, LLC | 45,492 | $573.3 萬 | 0.05% | +24,476+116.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 45,961 | $579.2 萬 | 0.15% | −383−0.8% | 減碼 |
| Peapack Gladstone Financial Corp | 46,057 | $580.5 萬 | 0.08% | −1,141−2.4% | 減碼 |
| Wealthfront Advisers LLC | 46,302 | $583.5 萬 | 0.02% | +1,682+3.8% | 加碼 |
| Consolidated Planning Corp | 46,556 | $586.7 萬 | 0.80% | +799+1.7% | 加碼 |
| Gillson Capital LP | 47,015 | $592.5 萬 | 0.53% | +47,015 | 新進 |
| Generali Asset Management SPA SGR | 48,229 | $607.8 萬 | 0.16% | +48,229 | 新進 |
| Windward Capital Management Co | 48,872 | $615.9 萬 | 0.47% | −589−1.2% | 減碼 |
| Erste Asset Management GmbH | 49,328 | $616.6 萬 | 0.08% | +22,128+81.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 50,530 | $630.2 萬 | 0.01% | −4,348−7.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 50,720 | $639.2 萬 | 0.12% | +1,182+2.4% | 加碼 |
| Norinchukin Bank, The | 51,220 | $645.5 萬 | 0.14% | +1,918+3.9% | 加碼 |
| Patton Fund Management, Inc. | 51,402 | $647.8 萬 | 1.27% | +51,402 | 新進 |
| Pensionfund DSM Netherlands | 52,753 | $664.8 萬 | 4.13% | −11,000−17.3% | 減碼 |
| Advisors Asset Management, Inc. | 53,386 | $672.8 萬 | 0.12% | +7,461+16.2% | 加碼 |
| Fred Alger Management, LLC | 54,041 | $681.1 萬 | 0.03% | −18,992−26.0% | 減碼 |
| Azimuth Capital Investment Management LLC | 54,280 | $684.1 萬 | 0.27% | +2,700+5.2% | 加碼 |
| Advisors Management Group Inc | 54,704 | $689.4 萬 | 1.63% | −588−1.1% | 減碼 |
| Harbour Trust & Investment Management Co | 55,685 | $701.8 萬 | 0.80% | +140+0.3% | 加碼 |
| CWM Advisors, LLC | 56,066 | $706.6 萬 | 0.79% | −258−0.5% | 減碼 |
| Mizuho Securities USA LLC | 56,066 | $706.6 萬 | 0.13% | +18,541+49.4% | 加碼 |
| Pinnacle Associates Ltd | 56,212 | $708.4 萬 | 0.10% | −5,378−8.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 56,212 | $708.4 萬 | 0.27% | +3,327+6.3% | 加碼 |
| DuPont Capital Management Corp | 56,830 | $716.2 萬 | 0.67% | +56,830 | 新進 |
| Agf Management Ltd | 57,698 | $727.2 萬 | 0.04% | −3,561−5.8% | 減碼 |
| Fifth Third Bancorp | 58,472 | $736.9 萬 | 0.03% | +386+0.7% | 加碼 |
| JustInvest LLC | 58,983 | $743.4 萬 | 0.11% | +2,356+4.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 60,613 | $763.9 萬 | 0.06% | +5,124+9.2% | 加碼 |
| Jones Financial Companies LLLP | 61,044 | $769.3 萬 | 0.01% | +19,212+45.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 61,087 | $769.9 萬 | 0.24% | +61,087 | 新進 |
| Elo Mutual Pension Insurance Co | 61,764 | $778.4 萬 | 0.17% | +8,983+17.0% | 加碼 |
| Pacer Advisors, Inc. | 61,770 | $778.5 萬 | 0.02% | −11,685−15.9% | 減碼 |
| Guggenheim Capital LLC | 62,307 | $785.3 萬 | 0.06% | −120,691−66.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 62,841 | $792.0 萬 | 0.04% | +51,148+437.4% | 加碼 |
| Point72 Asset Management, L.P. | 63,059 | $794.7 萬 | 0.02% | −40,476−39.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 63,633 | $802.0 萬 | 0.05% | −112,609−63.9% | 減碼 |
| Advisor Group Holdings, Inc. | 75,728 | $805.9 萬 | 0.02% | +2,676+3.7% | 加碼 |
| Windle Wealth, LLC | 65,148 | $821.1 萬 | 4.54% | −4,023−5.8% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 65,363 | $823.8 萬 | 0.54% | +65,363 | 新進 |
| Gotham Asset Management, LLC | 65,824 | $829.6 萬 | 0.08% | +30,339+85.5% | 加碼 |
| Janney Montgomery Scott LLC | 65,986 | $831.6 萬 | 0.02% | −816−1.2% | 減碼 |
| Avanza Fonder AB | 66,096 | $833.0 萬 | 0.25% | +66,096 | 新進 |
| Groupe la Francaise | 68,482 | $861.0 萬 | 0.22% | +68,482 | 新進 |
| Lido Advisors, LLC | 70,119 | $883.7 萬 | 0.06% | +59,136+538.4% | 加碼 |
| Rockefeller Capital Management L.P. | 71,271 | $897.3 萬 | 0.02% | +995+1.4% | 加碼 |
| Makena Capital Management LLC | 71,958 | $906.9 萬 | 1.47% | −29,619−29.2% | 減碼 |
| Central Trust Co | 72,803 | $917.5 萬 | 0.22% | −402−0.5% | 減碼 |
| GSI Capital Advisors LLC | 73,399 | $925.0 萬 | 4.89% | −51−0.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 73,626 | $927.9 萬 | 0.10% | +42,406+135.8% | 加碼 |
| Mutual of America Capital Management LLC | 76,468 | $963.7 萬 | 0.10% | −905−1.2% | 減碼 |
| QRG Capital Management, Inc. | 77,419 | $975.7 萬 | 0.10% | +9,071+13.3% | 加碼 |
| Rafferty Asset Management, LLC | 77,843 | $981.1 萬 | 0.03% | −4,415−5.4% | 減碼 |
| M&T Bank Corp | 78,816 | $993.3 萬 | 0.03% | +958+1.2% | 加碼 |
| Quantitative Investment Management, LLC | 79,202 | $998.1 萬 | 0.75% | +79,202 | 新進 |
| Ethic Inc. | 79,917 | $1,007 萬 | 0.20% | +16,715+26.4% | 加碼 |
| Trust Co of Toledo NA | 80,558 | $1,015 萬 | 1.33% | −2,722−3.3% | 減碼 |
| Mariner, LLC | 80,889 | $1,019 萬 | 0.02% | +1,271+1.6% | 加碼 |
| Captrust Financial Advisors | 81,260 | $1,024 萬 | 0.03% | +3,090+4.0% | 加碼 |