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。
2025 年第 1 季 13F 持有人
Welltower Inc. 在 2025/3/31 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
- 1,237
- 較 2024 年第 4 季 +124 家
- 持有股數
- 6.36 億
- 較 2024 年第 4 季 +2,339 萬 (+3.8%)
- 總市值
- $973.9 億
- 較 2024 年第 4 季 +$202.2 億 (+26.2%)
- 新進機構
- 190
- 另有 531 家加碼
- 清倉機構
- 66
- 另有 339 家減碼
另有 19 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 92,390,333 | $141.6 億 | 0.26% | −5,904,925−6.0% | 減碼 |
| BlackRock, Inc. | 65,616,424 | $100.5 億 | 0.21% | +715,347+1.1% | 加碼 |
| Capital International Investors | 42,593,876 | $65.3 億 | 1.28% | +5,497,468+14.8% | 加碼 |
| State Street Corp | 37,876,093 | $58.0 億 | 0.24% | +1,439,710+4.0% | 加碼 |
| Cohen & Steers, Inc. | 35,819,218 | $54.9 億 | 10.14% | −2,091,429−5.5% | 減碼 |
| Norges Bank | 31,301,715 | $48.0 億 | 0.67% | +8,4330.0% | 加碼 |
| Wellington Management Group LLP | 21,289,684 | $32.6 億 | 0.63% | +2,614,562+14.0% | 加碼 |
| Bank of America Corp | 20,373,504 | $31.2 億 | 0.28% | +1,666,716+8.9% | 加碼 |
| FMR LLC | 17,537,986 | $26.9 億 | 0.17% | +1,755,191+11.1% | 加碼 |
| Geode Capital Management, LLC | 14,288,567 | $21.9 億 | 0.17% | +729,726+5.4% | 加碼 |
| Principal Financial Group Inc | 11,462,416 | $17.6 億 | 0.99% | −446,223−3.7% | 減碼 |
| Morgan Stanley | 9,182,678 | $14.1 億 | 0.10% | +2,108,196+29.8% | 加碼 |
| Price T Rowe Associates Inc | 8,923,852 | $13.7 億 | 0.17% | +2,622,384+41.6% | 加碼 |
| Northern Trust Corp | 8,467,221 | $13.0 億 | 0.19% | +36,725+0.4% | 加碼 |
| UBS Asset Management Americas Inc | 8,164,840 | $12.5 億 | 0.32% | +532,135+7.0% | 加碼 |
| JPMorgan Chase & Co | 7,748,667 | $11.9 億 | 0.09% | −2,392,071−23.6% | 減碼 |
| Dimensional Fund Advisors LP | 7,248,482 | $11.1 億 | 0.28% | −227,327−3.0% | 減碼 |
| Invesco Ltd. | 7,087,632 | $10.9 億 | 0.21% | −337,365−4.5% | 減碼 |
| Legal & General Group Plc | 7,012,104 | $10.7 億 | 0.29% | +122,003+1.8% | 加碼 |
| Charles Schwab Investment Management Inc | 6,956,594 | $10.7 億 | 0.20% | +877,856+14.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,330,814 | $9.70 億 | 1.13% | −187,459−2.9% | 減碼 |
| Daiwa Securities Group Inc. | 5,441,253 | $8.34 億 | 3.52% | −797,833−12.8% | 減碼 |
| Deutsche Bank AG | 5,121,288 | $7.85 億 | 0.31% | +118,185+2.4% | 加碼 |
| Nuveen, LLC | 4,974,895 | $7.62 億 | 0.24% | +4,974,895 | 新進 |
| Centersquare Investment Management LLC | 4,962,246 | $7.60 億 | 7.87% | +67,835+1.4% | 加碼 |
| Resolution Capital Ltd | 4,906,779 | $7.52 億 | 14.64% | −862,394−14.9% | 減碼 |
| Goldman Sachs Group Inc | 4,728,921 | $7.25 億 | 0.14% | +1,030,599+27.9% | 加碼 |
| Bank of New York Mellon Corp | 3,890,121 | $5.96 億 | 0.12% | +5,447+0.1% | 加碼 |
| Amundi | 3,798,128 | $5.79 億 | 0.21% | +24,301+0.6% | 加碼 |
| Russell Investments Group, Ltd. | 3,494,066 | $5.35 億 | 0.74% | +2,967+0.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,107,823 | $4.76 億 | 0.34% | +1,1570.0% | 加碼 |
| Cbre Clarion Securities LLC | 3,013,247 | $4.62 億 | 7.07% | +1,076,293+55.6% | 加碼 |
| UBS Group AG | 2,756,160 | $4.22 億 | 0.09% | +736,400+36.5% | 加碼 |
| PGGM Investments | 2,641,471 | $4.05 億 | 5.46% | +68,522+2.7% | 加碼 |
| Ameriprise Financial Inc | 2,648,557 | $3.99 億 | 0.11% | +1,045,507+65.2% | 加碼 |
| SEI Investments Co | 2,573,109 | $3.94 億 | 0.51% | +13,621+0.5% | 加碼 |
| Prudential Financial Inc | 2,505,601 | $3.84 億 | 0.55% | −271,812−9.8% | 減碼 |
| Duff & Phelps Investment Management Co | 2,476,746 | $3.79 億 | 4.44% | −98,975−3.8% | 減碼 |
| HSBC Holdings PLC | 2,298,272 | $3.52 億 | 0.23% | +91,406+4.1% | 加碼 |
| Zimmer Partners, LP | 1,856,848 | $2.84 億 | 5.77% | −1,472,946−44.2% | 減碼 |
| California Public Employees Retirement System | 1,832,221 | $2.81 億 | 0.20% | +171,020+10.3% | 加碼 |
| Macquarie Group Ltd | 1,819,966 | $2.79 億 | 0.35% | −32,397−1.7% | 減碼 |
| Voya Investment Management LLC | 1,773,947 | $2.71 億 | 0.30% | +385,621+27.8% | 加碼 |
| Swiss National Bank | 1,756,300 | $2.69 億 | 0.19% | +9,100+0.5% | 加碼 |
| Barclays PLC | 1,592,699 | $2.44 億 | 0.11% | +751,435+89.3% | 加碼 |
| Nordea Investment Management AB | 1,531,916 | $2.36 億 | 0.25% | +54,528+3.7% | 加碼 |
| National Pension Service | 1,531,823 | $2.35 億 | 0.23% | +127,863+9.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,519,109 | $2.33 億 | 0.21% | +178,091+13.3% | 加碼 |
| Standard Life Aberdeen plc | 1,497,471 | $2.29 億 | 0.45% | +160,264+12.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,443,747 | $2.21 億 | 0.44% | −97,725−6.3% | 減碼 |
| APG Asset Management US Inc. | 1,420,826 | $2.19 億 | 1.68% | +82,709+6.2% | 加碼 |
| Great West Life Assurance Co | 1,405,362 | $2.16 億 | 0.38% | +185,506+15.2% | 加碼 |
| Aew Capital Management L P | 1,375,868 | $2.11 億 | 10.31% | −32,610−2.3% | 減碼 |
| Qube Research & Technologies Ltd | 1,367,708 | $2.10 億 | 0.33% | +243,908+21.7% | 加碼 |
| Schroder Investment Management Group | 1,356,305 | $2.08 億 | 0.21% | +6,542+0.5% | 加碼 |
| Bamco Inc | 1,322,247 | $2.03 億 | 0.60% | +170,752+14.8% | 加碼 |
| Rhumbline Advisers | 1,300,721 | $1.99 億 | 0.19% | +53,326+4.3% | 加碼 |
| Lasalle Investment Management Securities LLC | 1,300,615 | $1.99 億 | 8.72% | −139,019−9.7% | 減碼 |
| Alliancebernstein L.P. | 1,263,217 | $1.94 億 | 0.07% | +122,820+10.8% | 加碼 |
| Asset Management One Co.,Ltd. | 1,191,416 | $1.83 億 | 0.63% | +47,753+4.2% | 加碼 |
| Nomura Asset Management Co Ltd | 1,183,898 | $1.81 億 | 0.56% | +79,195+7.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,182,474 | $1.81 億 | 0.14% | −40,347−3.3% | 減碼 |
| American Century Companies Inc | 1,123,762 | $1.72 億 | 0.11% | −46,227−4.0% | 減碼 |
| Public Employees Retirement System of Ohio | 1,109,815 | $1.70 億 | 0.62% | +10,424+0.9% | 加碼 |
| Heitman Real Estate Securities LLC | 1,080,211 | $1.65 億 | 10.72% | +431,719+66.6% | 加碼 |
| Renaissance Technologies LLC | 1,078,763 | $1.65 億 | 0.25% | +456,000+73.2% | 加碼 |
| Wells Fargo & Company | 1,043,797 | $1.60 億 | 0.04% | +1,393+0.1% | 加碼 |
| Pictet Asset Management Holding SA | 1,006,919 | $1.54 億 | 0.17% | −62,186−5.8% | 減碼 |
| California State Teachers Retirement System | 972,027 | $1.49 億 | 0.18% | −3260.0% | 減碼 |
| Adelante Capital Management LLC | 963,730 | $1.48 億 | 11.17% | −207,502−17.7% | 減碼 |
| Castle Hook Partners LP | 938,174 | $1.44 億 | 3.78% | +938,174 | 新進 |
| D. E. Shaw & Co., Inc. | 872,445 | $1.34 億 | 0.16% | −106,595−10.9% | 減碼 |
| Citigroup Inc | 844,809 | $1.29 億 | 0.10% | +309,832+57.9% | 加碼 |
| Royal Bank of Canada | 784,212 | $1.20 億 | 0.03% | −26,293−3.2% | 減碼 |
| STRS Ohio | 773,141 | $1.18 億 | 0.50% | −3,818−0.5% | 減碼 |
| Marshall Wace, LLP | 768,479 | $1.18 億 | 0.16% | +737,003+2,341.5% | 加碼 |
| New York State Common Retirement Fund | 762,265 | $1.17 億 | 0.17% | −4,700−0.6% | 減碼 |
| Citadel Advisors LLC | 745,107 | $1.14 億 | 0.11% | −571,568−43.4% | 減碼 |
| Raymond James Financial Inc | 722,928 | $1.11 億 | 0.04% | +4,331+0.6% | 加碼 |
| Acadian Asset Management LLC | 717,913 | $1.10 億 | 0.31% | +610,063+565.7% | 加碼 |
| National Bank of Canada | 694,889 | $1.06 億 | 0.12% | +229,330+49.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 690,785 | $1.06 億 | 0.30% | +145,947+26.8% | 加碼 |
| Korea Investment CORP | 687,680 | $1.05 億 | 0.26% | +207,735+43.3% | 加碼 |
| Allianz Asset Management GmbH | 677,156 | $1.04 億 | 0.15% | −529,635−43.9% | 減碼 |
| Neuberger Berman Group LLC | 676,272 | $1.04 億 | 0.09% | +127,985+23.3% | 加碼 |
| Actiam N.V. | 658,763 | $1.01 億 | 1.60% | +658,763 | 新進 |
| Zurich Insurance Group Ltd | 622,580 | $9,539 萬 | 0.77% | +622,580 | 新進 |
| Janus Henderson Group PLC | 610,502 | $9,362 萬 | 0.05% | +31,918+5.5% | 加碼 |
| GEM Realty Capital | 588,454 | $9,016 萬 | 9.38% | +553,980+1,607.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 580,297 | $8,891 萬 | 0.18% | +13,870+2.4% | 加碼 |
| Capital Research Global Investors | 570,000 | $8,733 萬 | 0.02% | −108,940−16.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 521,962 | $7,998 萬 | 0.21% | +342,620+191.0% | 加碼 |
| Bank of Montreal | 515,217 | $7,894 萬 | 0.04% | −109,990−17.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 505,606 | $7,746 萬 | 0.14% | −137,100−21.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 503,922 | $7,721 萬 | 0.20% | +101,234+25.1% | 加碼 |
| Storebrand Asset Management AS | 488,017 | $7,477 萬 | 0.24% | −9,443−1.9% | 減碼 |
| Retirement Systems of Alabama | 471,351 | $7,222 萬 | 0.28% | +8,609+1.9% | 加碼 |
| AXA S.A. | 462,894 | $7,092 萬 | 0.23% | −44,082−8.7% | 減碼 |
| New York State Teachers Retirement System | 460,774 | $7,060 萬 | 0.16% | +3,858+0.8% | 加碼 |
| Envestnet Asset Management Inc | 458,734 | $7,028 萬 | 0.02% | +280+0.1% | 加碼 |