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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 114,581 | $1,444 萬 | 0.12% | −361−0.3% | 減碼 |
| Los Angeles Capital Management LLC | 112,692 | $1,420 萬 | 0.06% | −160,377−58.7% | 減碼 |
| USS Investment Management Ltd | 111,703 | $1,406 萬 | 0.10% | −12,269−9.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 116,809 | $1,400 萬 | 0.06% | +26,544+29.4% | 加碼 |
| Acadian Asset Management LLC | 107,850 | $1,359 萬 | 0.04% | −26,147−19.5% | 減碼 |
| TCW Group Inc | 104,447 | $1,316 萬 | 0.11% | −21,224−16.9% | 減碼 |
| Prudential PLC | 103,991 | $1,311 萬 | 0.07% | −20,652−16.6% | 減碼 |
| Yousif Capital Management, LLC | 103,137 | $1,300 萬 | 0.14% | −2,734−2.6% | 減碼 |
| Transform Wealth, LLC | 102,650 | $1,294 萬 | 0.72% | +12,572+14.0% | 加碼 |
| Utah Retirement Systems | 102,203 | $1,288 萬 | 0.14% | +2,500+2.5% | 加碼 |
| Connors Investor Services Inc | 99,921 | $1,259 萬 | 1.18% | +47,275+89.8% | 加碼 |
| Keybank National Association | 99,218 | $1,250 萬 | 0.05% | −927−0.9% | 減碼 |
| Metis Global Partners, LLC | 94,192 | $1,187 萬 | 0.36% | +3,574+3.9% | 加碼 |
| Xponance, Inc. | 90,087 | $1,135 萬 | 0.10% | +6,946+8.4% | 加碼 |
| CIBC Asset Management Inc | 90,036 | $1,135 萬 | 0.04% | +5,495+6.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 89,722 | $1,131 萬 | 0.11% | +89,722 | 新進 |
| Kempen Capital Management N.V. | 89,112 | $1,123 萬 | 0.11% | +14,384+19.2% | 加碼 |
| Westpac Banking Corp | 88,961 | $1,121 萬 | 0.74% | −13,769−13.4% | 減碼 |
| Nomura Holdings Inc | 88,167 | $1,111 萬 | 0.06% | +88,167 | 新進 |
| New York Life Investment Management LLC | 88,069 | $1,110 萬 | 0.11% | −49,526−36.0% | 減碼 |
| Swiss Life Asset Management Ltd | 87,856 | $1,106 萬 | 0.08% | +57,782+192.1% | 加碼 |
| HighTower Advisors, LLC | 87,598 | $1,104 萬 | 0.02% | +100.0% | 加碼 |
| Cetera Investment Advisers | 86,745 | $1,093 萬 | 0.02% | −1,887−2.1% | 減碼 |
| Cinctive Capital Management LP | 86,343 | $1,088 萬 | 0.59% | +86,343 | 新進 |
| Commonwealth Equity Services, LLC | 85,585 | $1,079 萬 | 0.02% | −10,227−10.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 84,220 | $1,061 萬 | 0.04% | +4,001+5.0% | 加碼 |
| Bank of Nova Scotia | 84,054 | $1,059 萬 | 0.02% | +5,509+7.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 83,383 | $1,051 萬 | 0.02% | +3,874+4.9% | 加碼 |
| AMF Pensionsforsakring AB | 83,047 | $1,047 萬 | 0.07% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 82,371 | $1,038 萬 | 0.44% | −696−0.8% | 減碼 |
| LGT Group Foundation | 82,318 | $1,037 萬 | 0.16% | −95−0.1% | 減碼 |
| Tredje AP-fonden | 81,421 | $1,026 萬 | 0.09% | 00.0% | 不變 |
| Captrust Financial Advisors | 81,260 | $1,024 萬 | 0.03% | +3,090+4.0% | 加碼 |
| Mariner, LLC | 80,889 | $1,019 萬 | 0.02% | +1,271+1.6% | 加碼 |
| Trust Co of Toledo NA | 80,558 | $1,015 萬 | 1.33% | −2,722−3.3% | 減碼 |
| Ethic Inc. | 79,917 | $1,007 萬 | 0.20% | +16,715+26.4% | 加碼 |
| Quantitative Investment Management, LLC | 79,202 | $998.1 萬 | 0.75% | +79,202 | 新進 |
| M&T Bank Corp | 78,816 | $993.3 萬 | 0.03% | +958+1.2% | 加碼 |
| Rafferty Asset Management, LLC | 77,843 | $981.1 萬 | 0.03% | −4,415−5.4% | 減碼 |
| QRG Capital Management, Inc. | 77,419 | $975.7 萬 | 0.10% | +9,071+13.3% | 加碼 |
| Mutual of America Capital Management LLC | 76,468 | $963.7 萬 | 0.10% | −905−1.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 73,626 | $927.9 萬 | 0.10% | +42,406+135.8% | 加碼 |
| GSI Capital Advisors LLC | 73,399 | $925.0 萬 | 4.89% | −51−0.1% | 減碼 |
| Central Trust Co | 72,803 | $917.5 萬 | 0.22% | −402−0.5% | 減碼 |
| Makena Capital Management LLC | 71,958 | $906.9 萬 | 1.47% | −29,619−29.2% | 減碼 |
| Rockefeller Capital Management L.P. | 71,271 | $897.3 萬 | 0.02% | +995+1.4% | 加碼 |
| Lido Advisors, LLC | 70,119 | $883.7 萬 | 0.06% | +59,136+538.4% | 加碼 |
| Groupe la Francaise | 68,482 | $861.0 萬 | 0.22% | +68,482 | 新進 |
| Avanza Fonder AB | 66,096 | $833.0 萬 | 0.25% | +66,096 | 新進 |
| Janney Montgomery Scott LLC | 65,986 | $831.6 萬 | 0.02% | −816−1.2% | 減碼 |
| Gotham Asset Management, LLC | 65,824 | $829.6 萬 | 0.08% | +30,339+85.5% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 65,363 | $823.8 萬 | 0.54% | +65,363 | 新進 |
| Windle Wealth, LLC | 65,148 | $821.1 萬 | 4.54% | −4,023−5.8% | 減碼 |
| Advisor Group Holdings, Inc. | 75,728 | $805.9 萬 | 0.02% | +2,676+3.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 63,633 | $802.0 萬 | 0.05% | −112,609−63.9% | 減碼 |
| Point72 Asset Management, L.P. | 63,059 | $794.7 萬 | 0.02% | −40,476−39.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 62,841 | $792.0 萬 | 0.04% | +51,148+437.4% | 加碼 |
| Guggenheim Capital LLC | 62,307 | $785.3 萬 | 0.06% | −120,691−66.0% | 減碼 |
| Pacer Advisors, Inc. | 61,770 | $778.5 萬 | 0.02% | −11,685−15.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 61,764 | $778.4 萬 | 0.17% | +8,983+17.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 61,087 | $769.9 萬 | 0.24% | +61,087 | 新進 |
| Jones Financial Companies LLLP | 61,044 | $769.3 萬 | 0.01% | +19,212+45.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 60,613 | $763.9 萬 | 0.06% | +5,124+9.2% | 加碼 |
| JustInvest LLC | 58,983 | $743.4 萬 | 0.11% | +2,356+4.2% | 加碼 |
| Fifth Third Bancorp | 58,472 | $736.9 萬 | 0.03% | +386+0.7% | 加碼 |
| Agf Management Ltd | 57,698 | $727.2 萬 | 0.04% | −3,561−5.8% | 減碼 |
| DuPont Capital Management Corp | 56,830 | $716.2 萬 | 0.67% | +56,830 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 56,212 | $708.4 萬 | 0.27% | +3,327+6.3% | 加碼 |
| Pinnacle Associates Ltd | 56,212 | $708.4 萬 | 0.10% | −5,378−8.7% | 減碼 |
| 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 |
| Harbour Trust & Investment Management Co | 55,685 | $701.8 萬 | 0.80% | +140+0.3% | 加碼 |
| Advisors Management Group Inc | 54,704 | $689.4 萬 | 1.63% | −588−1.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 54,280 | $684.1 萬 | 0.27% | +2,700+5.2% | 加碼 |
| Fred Alger Management, LLC | 54,041 | $681.1 萬 | 0.03% | −18,992−26.0% | 減碼 |
| Advisors Asset Management, Inc. | 53,386 | $672.8 萬 | 0.12% | +7,461+16.2% | 加碼 |
| Pensionfund DSM Netherlands | 52,753 | $664.8 萬 | 4.13% | −11,000−17.3% | 減碼 |
| Patton Fund Management, Inc. | 51,402 | $647.8 萬 | 1.27% | +51,402 | 新進 |
| Norinchukin Bank, The | 51,220 | $645.5 萬 | 0.14% | +1,918+3.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 50,720 | $639.2 萬 | 0.12% | +1,182+2.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 50,530 | $630.2 萬 | 0.01% | −4,348−7.9% | 減碼 |
| Erste Asset Management GmbH | 49,328 | $616.6 萬 | 0.08% | +22,128+81.4% | 加碼 |
| Windward Capital Management Co | 48,872 | $615.9 萬 | 0.47% | −589−1.2% | 減碼 |
| Generali Asset Management SPA SGR | 48,229 | $607.8 萬 | 0.16% | +48,229 | 新進 |
| Gillson Capital LP | 47,015 | $592.5 萬 | 0.53% | +47,015 | 新進 |
| Consolidated Planning Corp | 46,556 | $586.7 萬 | 0.80% | +799+1.7% | 加碼 |
| Wealthfront Advisers LLC | 46,302 | $583.5 萬 | 0.02% | +1,682+3.8% | 加碼 |
| Peapack Gladstone Financial Corp | 46,057 | $580.5 萬 | 0.08% | −1,141−2.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 45,961 | $579.2 萬 | 0.15% | −383−0.8% | 減碼 |
| Toroso Investments, LLC | 45,492 | $573.3 萬 | 0.05% | +24,476+116.5% | 加碼 |
| GeoWealth Management, LLC | 45,453 | $572.8 萬 | 0.19% | +13,392+41.8% | 加碼 |
| Pathstone Holdings, LLC | 45,194 | $569.6 萬 | 0.03% | +585+1.3% | 加碼 |
| Carret Asset Management, LLC | 44,167 | $556.6 萬 | 0.61% | −2,184−4.7% | 減碼 |
| US Bancorp | 44,103 | $555.8 萬 | 0.01% | −734−1.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 43,940 | $553.8 萬 | 0.15% | +14,693+50.2% | 加碼 |
| CI Private Wealth, LLC | 42,588 | $536.8 萬 | 0.01% | −1,439−3.3% | 減碼 |
| Callahan Advisors, LLC | 42,443 | $534.9 萬 | 0.50% | −3,089−6.8% | 減碼 |
| Modern Wealth Management, LLC | 42,264 | $532.7 萬 | 0.20% | +42,264 | 新進 |
| Quantinno Capital Management LP | 41,657 | $525.0 萬 | 0.05% | +5,234+14.4% | 加碼 |
| Avantax Advisory Services, Inc. | 40,779 | $513.9 萬 | 0.03% | +42+0.1% | 加碼 |