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 |
|---|---|---|---|---|---|
| Border to Coast Pensions Partnership Ltd | 415,000 | $5,227 萬 | 1.02% | −10,000−2.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 413,000 | $5,205 萬 | 0.11% | +311,000+304.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 402,688 | $5,075 萬 | 0.12% | +123,228+44.1% | 加碼 |
| KBC Group NV | 396,776 | $5,001 萬 | 0.14% | +174,771+78.7% | 加碼 |
| UniSuper Management Pty Ltd | 395,744 | $4,988 萬 | 0.36% | +12,364+3.2% | 加碼 |
| FIL Ltd | 395,077 | $4,979 萬 | 0.05% | +71,457+22.1% | 加碼 |
| M.D. Sass Investors Services, Inc. | 386,946 | $4,877 萬 | 3.74% | +386,946 | 新進 |
| Manufacturers Life Insurance Company, The | 381,328 | $4,806 萬 | 0.04% | −29,034−7.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 382,262 | $4,716 萬 | 0.09% | 00.0% | 不變 |
| Aviva PLC | 372,473 | $4,694 萬 | 0.12% | −241,437−39.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 371,016 | $4,676 萬 | 0.09% | −13,535−3.5% | 減碼 |
| State of Alaska, Department of Revenue | 366,407 | $4,618 萬 | 0.52% | +9,308+2.6% | 加碼 |
| CORDA Investment Management, LLC. | 357,916 | $4,511 萬 | 3.60% | −10,472−2.8% | 減碼 |
| Natixis Advisors, L.P. | 355,665 | $4,483 萬 | 0.08% | +20,106+6.0% | 加碼 |
| State of Wisconsin Investment Board | 352,977 | $4,449 萬 | 0.12% | −20,131−5.4% | 減碼 |
| Victory Capital Management Inc | 346,986 | $4,373 萬 | 0.04% | −16,392−4.5% | 減碼 |
| Bowen Hanes & Co Inc | 346,281 | $4,364 萬 | 1.17% | 00.0% | 不變 |
| Uniplan Investment Counsel, Inc. | 343,038 | $4,323 萬 | 4.02% | −7,323−2.1% | 減碼 |
| Franklin Resources Inc | 341,017 | $4,298 萬 | 0.01% | −50,247−12.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 342,014 | $4,286 萬 | 0.25% | +16,517+5.1% | 加碼 |
| Handelsbanken Fonder AB | 335,825 | $4,232 萬 | 0.16% | +18,807+5.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 326,342 | $4,113 萬 | 0.26% | +94,863+41.0% | 加碼 |
| APG Asset Management N.V. | 332,178 | $4,043 萬 | 0.11% | +325,791+5,100.8% | 加碼 |
| Employees Retirement System of Texas | 320,000 | $4,033 萬 | 0.34% | +21,000+7.0% | 加碼 |
| Toronto Dominion Bank | 319,949 | $4,032 萬 | 0.08% | −38,426−10.7% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 312,712 | $3,941 萬 | 0.12% | −1080.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 302,759 | $3,816 萬 | 0.35% | +131,072+76.3% | 加碼 |
| Nisa Investment Advisors, LLC | 297,783 | $3,753 萬 | 0.15% | −12,326−4.0% | 減碼 |
| Treasurer of the State of North Carolina | 297,392 | $3,748 萬 | 0.15% | +7,140+2.5% | 加碼 |
| Van Eck Associates Corp | 280,340 | $3,533 萬 | 0.05% | +982+0.4% | 加碼 |
| Brookfield Asset Management Inc. | 266,997 | $3,365 萬 | 0.20% | +79,802+42.6% | 加碼 |
| Factory Mutual Insurance Co | 265,300 | $3,344 萬 | 0.36% | +91,500+52.6% | 加碼 |
| Royal London Asset Management Ltd | 262,012 | $3,302 萬 | 0.08% | +16,214+6.6% | 加碼 |
| IFM Investors Pty Ltd | 257,764 | $3,249 萬 | 0.33% | −6,604−2.5% | 減碼 |
| Susquehanna International Group, LLP | 248,943 | $3,137 萬 | 0.05% | +59,487+31.4% | 加碼 |
| LPL Financial LLC | 248,374 | $3,130 萬 | 0.01% | +32,184+14.9% | 加碼 |
| Braun Stacey Associates Inc | 248,374 | $3,130 萬 | 1.17% | −5,360−2.1% | 減碼 |
| Capital Fund Management S.A. | 246,320 | $3,104 萬 | 0.31% | +199,317+424.1% | 加碼 |
| AQR Capital Management LLC | 245,854 | $3,093 萬 | 0.04% | −101,314−29.2% | 減碼 |
| Hazelview Securities Inc. | 241,117 | $2,991 萬 | 5.46% | +241,117 | 新進 |
| Mackenzie Financial Corp | 233,792 | $2,946 萬 | 0.04% | −47,677−16.9% | 減碼 |
| First Trust Advisors LP | 231,615 | $2,919 萬 | 0.03% | +47,353+25.7% | 加碼 |
| CIBC World Markets Corp | 230,918 | $2,910 萬 | 0.17% | +22,918+11.0% | 加碼 |
| Cerity Partners LLC | 227,414 | $2,871 萬 | 0.06% | +1,300+0.6% | 加碼 |
| Ci Investments Inc. | 224,446 | $2,829 萬 | 0.11% | −6,334−2.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 221,098 | $2,786 萬 | 0.18% | +221,098 | 新進 |
| Umb Bank N A | 220,038 | $2,773 萬 | 0.44% | +1,552+0.7% | 加碼 |
| Natixis | 219,528 | $2,767 萬 | 0.19% | +115,272+110.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 217,421 | $2,740 萬 | 0.46% | +217,421 | 新進 |
| State of Tennessee, Treasury Department | 215,404 | $2,715 萬 | 0.10% | −2,147−1.0% | 減碼 |
| TD Asset Management Inc | 214,294 | $2,701 萬 | 0.02% | −1,301−0.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 212,815 | $2,682 萬 | 0.02% | −2,660−1.2% | 減碼 |
| KLP Kapitalforvaltning AS | 210,746 | $2,656 萬 | 0.13% | +210,746 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 208,508 | $2,628 萬 | 0.27% | +19,568+10.4% | 加碼 |
| Credit Agricole S A | 207,966 | $2,621 萬 | 0.09% | +137,123+193.6% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 204,857 | $2,582 萬 | 0.14% | +204,857 | 新進 |
| 1832 Asset Management L.P. | 198,511 | $2,502 萬 | 0.04% | −470,475−70.3% | 減碼 |
| Stifel Financial Corp | 193,138 | $2,434 萬 | 0.03% | +264+0.1% | 加碼 |
| NewEdge Wealth, LLC | 191,273 | $2,411 萬 | 0.42% | +170.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 184,100 | $2,320 萬 | 0.05% | +64,100+53.4% | 加碼 |
| ExodusPoint Capital Management, LP | 182,136 | $2,296 萬 | 0.24% | +182,136 | 新進 |
| Vert Asset Management LLC | 180,750 | $2,278 萬 | 7.80% | +299+0.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,342 | $2,260 萬 | 0.06% | −14,401−7.4% | 減碼 |
| Arizona State Retirement System | 178,218 | $2,246 萬 | 0.14% | +6,781+4.0% | 加碼 |
| MetLife Investment Management | 174,376 | $2,198 萬 | 0.12% | +5,915+3.5% | 加碼 |
| Sanctuary Advisors, LLC | 159,160 | $2,183 萬 | 0.14% | +5,574+3.6% | 加碼 |
| CIBC World Markets Inc. | 173,233 | $2,183 萬 | 0.05% | +112,472+185.1% | 加碼 |
| WestEnd Advisors, LLC | 170,686 | $2,151 萬 | 0.55% | −6,105−3.5% | 減碼 |
| Balyasny Asset Management LLC | 167,179 | $2,107 萬 | 0.05% | +153,869+1,156.0% | 加碼 |
| Corebridge Financial, Inc. | 165,902 | $2,091 萬 | 0.11% | +22,036+15.3% | 加碼 |
| Creative Planning | 162,503 | $2,048 萬 | 0.02% | −2,574−1.6% | 減碼 |
| State of Michigan Retirement System | 160,509 | $2,023 萬 | 0.11% | +2,900+1.8% | 加碼 |
| Nissay Asset Management Corp | 159,143 | $1,989 萬 | 0.12% | +7,958+5.3% | 加碼 |
| Forsta Ap-Fonden | 156,900 | $1,977 萬 | 0.14% | +4,400+2.9% | 加碼 |
| Intech Investment Management LLC | 156,016 | $1,966 萬 | 0.19% | +88,951+132.6% | 加碼 |
| Public Sector Pension Investment Board | 154,150 | $1,943 萬 | 0.08% | +52,488+51.6% | 加碼 |
| B&I Capital AG | 150,820 | $1,901 萬 | 6.19% | −89,480−37.2% | 減碼 |
| Ensign Peak Advisors, Inc | 146,650 | $1,848 萬 | 0.03% | +2,305+1.6% | 加碼 |
| Chilton Capital Management LLC | 144,627 | $1,823 萬 | 0.77% | +223+0.2% | 加碼 |
| Andra AP-fonden | 143,800 | $1,812 萬 | 0.29% | +6,200+4.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 138,133 | $1,741 萬 | 0.11% | +107,776+355.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 133,218 | $1,679 萬 | 0.48% | −24,804−15.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 130,276 | $1,642 萬 | 0.12% | +5,500+4.4% | 加碼 |
| DnB Asset Management AS | 129,635 | $1,634 萬 | 0.07% | +24,591+23.4% | 加碼 |
| Jefferies Financial Group Inc. | 129,000 | $1,626 萬 | 0.18% | +129,000 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 128,339 | $1,618 萬 | 0.16% | +49,900+63.6% | 加碼 |
| Czech National Bank | 128,261 | $1,616 萬 | 0.15% | +10,376+8.8% | 加碼 |
| Thrivent Financial for Lutherans | 125,544 | $1,585 萬 | 0.03% | −17,337−12.1% | 減碼 |
| Tiaa Trust, National Association | 125,130 | $1,577 萬 | 0.05% | −1,999−1.6% | 減碼 |
| Cercano Management LLC | 123,863 | $1,561 萬 | 0.40% | +123,863 | 新進 |
| Mercer Global Advisors Inc | 123,777 | $1,560 萬 | 0.04% | +43,285+53.8% | 加碼 |
| ProShare Advisors LLC | 122,602 | $1,545 萬 | 0.04% | −92,136−42.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 121,080 | $1,526 萬 | 0.03% | +946+0.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 120,976 | $1,525 萬 | 0.13% | −940−0.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 121,024 | $1,512 萬 | 0.07% | +2,782+2.4% | 加碼 |
| New Age Alpha Advisors, LLC | 119,216 | $1,502 萬 | 0.61% | +119,216 | 新進 |
| British Columbia Investment Management Corp | 118,434 | $1,493 萬 | 0.09% | +18,670+18.7% | 加碼 |
| Vestcor Inc | 117,278 | $1,478 萬 | 0.49% | −14,889−11.3% | 減碼 |
| Calamos Advisors LLC | 116,954 | $1,474 萬 | 0.07% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 114,716 | $1,446 萬 | 1.14% | +101,704+781.6% | 加碼 |