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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 2,505,601 | $3.84 億 | 0.55% | −271,812−9.8% | 減碼 |
| SEI Investments Co | 2,573,109 | $3.94 億 | 0.51% | +13,621+0.5% | 加碼 |
| Ameriprise Financial Inc | 2,648,557 | $3.99 億 | 0.11% | +1,045,507+65.2% | 加碼 |
| PGGM Investments | 2,641,471 | $4.05 億 | 5.46% | +68,522+2.7% | 加碼 |
| UBS Group AG | 2,756,160 | $4.22 億 | 0.09% | +736,400+36.5% | 加碼 |
| Cbre Clarion Securities LLC | 3,013,247 | $4.62 億 | 7.07% | +1,076,293+55.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,107,823 | $4.76 億 | 0.34% | +1,1570.0% | 加碼 |
| Russell Investments Group, Ltd. | 3,494,066 | $5.35 億 | 0.74% | +2,967+0.1% | 加碼 |
| Amundi | 3,798,128 | $5.79 億 | 0.21% | +24,301+0.6% | 加碼 |
| Bank of New York Mellon Corp | 3,890,121 | $5.96 億 | 0.12% | +5,447+0.1% | 加碼 |
| Goldman Sachs Group Inc | 4,728,921 | $7.25 億 | 0.14% | +1,030,599+27.9% | 加碼 |
| Resolution Capital Ltd | 4,906,779 | $7.52 億 | 14.64% | −862,394−14.9% | 減碼 |
| Centersquare Investment Management LLC | 4,962,246 | $7.60 億 | 7.87% | +67,835+1.4% | 加碼 |
| Nuveen, LLC | 4,974,895 | $7.62 億 | 0.24% | +4,974,895 | 新進 |
| Deutsche Bank AG | 5,121,288 | $7.85 億 | 0.31% | +118,185+2.4% | 加碼 |
| Daiwa Securities Group Inc. | 5,441,253 | $8.34 億 | 3.52% | −797,833−12.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,330,814 | $9.70 億 | 1.13% | −187,459−2.9% | 減碼 |
| Charles Schwab Investment Management Inc | 6,956,594 | $10.7 億 | 0.20% | +877,856+14.4% | 加碼 |
| Legal & General Group Plc | 7,012,104 | $10.7 億 | 0.29% | +122,003+1.8% | 加碼 |
| Invesco Ltd. | 7,087,632 | $10.9 億 | 0.21% | −337,365−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 7,248,482 | $11.1 億 | 0.28% | −227,327−3.0% | 減碼 |
| JPMorgan Chase & Co | 7,748,667 | $11.9 億 | 0.09% | −2,392,071−23.6% | 減碼 |
| UBS Asset Management Americas Inc | 8,164,840 | $12.5 億 | 0.32% | +532,135+7.0% | 加碼 |
| Northern Trust Corp | 8,467,221 | $13.0 億 | 0.19% | +36,725+0.4% | 加碼 |
| Price T Rowe Associates Inc | 8,923,852 | $13.7 億 | 0.17% | +2,622,384+41.6% | 加碼 |
| Morgan Stanley | 9,182,678 | $14.1 億 | 0.10% | +2,108,196+29.8% | 加碼 |
| Principal Financial Group Inc | 11,462,416 | $17.6 億 | 0.99% | −446,223−3.7% | 減碼 |
| Geode Capital Management, LLC | 14,288,567 | $21.9 億 | 0.17% | +729,726+5.4% | 加碼 |
| FMR LLC | 17,537,986 | $26.9 億 | 0.17% | +1,755,191+11.1% | 加碼 |
| Bank of America Corp | 20,373,504 | $31.2 億 | 0.28% | +1,666,716+8.9% | 加碼 |
| Wellington Management Group LLP | 21,289,684 | $32.6 億 | 0.63% | +2,614,562+14.0% | 加碼 |
| Norges Bank | 31,301,715 | $48.0 億 | 0.67% | +8,4330.0% | 加碼 |
| Cohen & Steers, Inc. | 35,819,218 | $54.9 億 | 10.14% | −2,091,429−5.5% | 減碼 |
| State Street Corp | 37,876,093 | $58.0 億 | 0.24% | +1,439,710+4.0% | 加碼 |
| Capital International Investors | 42,593,876 | $65.3 億 | 1.28% | +5,497,468+14.8% | 加碼 |
| BlackRock, Inc. | 65,616,424 | $100.5 億 | 0.21% | +715,347+1.1% | 加碼 |
| Vanguard Group Inc | 92,390,333 | $141.6 億 | 0.26% | −5,904,925−6.0% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,947−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −246,320−100.0% | 清倉 |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −114,716−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −79,202−100.0% | 清倉 |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −71,958−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −62,841−100.0% | 清倉 |
| Davis Selected Advisers | 0 | $0 | 0.00% | −29,550−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,999−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −15,809−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −14,898−100.0% | 清倉 |
| Creegan & Nassoura Financial Group, LLC | 0 | $0 | 0.00% | −14,507−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,058−100.0% | 清倉 |
| Old North State Wealth Management, LLC | 0 | $0 | 0.00% | −12,925−100.0% | 清倉 |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −11,509−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,788−100.0% | 清倉 |
| Axecap Investments, LLC | 0 | $0 | 0.00% | −7,599−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −7,005−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,982−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,507−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,592−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −4,387−100.0% | 清倉 |
| Cypress Capital Group | 0 | $0 | 0.00% | −3,887−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,077−100.0% | 清倉 |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −2,675−100.0% | 清倉 |
| Barnes Pettey Financial Advisors, LLC | 0 | $0 | 0.00% | −2,352−100.0% | 清倉 |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,038−100.0% | 清倉 |
| Echo Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −1,802−100.0% | 清倉 |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −1,785−100.0% | 清倉 |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −1,777−100.0% | 清倉 |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,599−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,459−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,024−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −825−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −821−100.0% | 清倉 |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −776−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −541−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −541−100.0% | 清倉 |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −408−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −288−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −219−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −164−100.0% | 清倉 |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −117−100.0% | 清倉 |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Human Investing LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Addison Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Financial Life Planners | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |