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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 453,296 | $6,945 萬 | 0.31% | −11,041−2.4% | 減碼 |
| KBC Group NV | 442,530 | $6,780 萬 | 0.21% | +45,754+11.5% | 加碼 |
| Aviva PLC | 434,871 | $6,663 萬 | 0.16% | +62,398+16.8% | 加碼 |
| Natixis Advisors, L.P. | 425,994 | $6,527 萬 | 0.12% | +70,329+19.8% | 加碼 |
| M.D. Sass Investors Services, Inc. | 422,000 | $6,465 萬 | 5.69% | +35,054+9.1% | 加碼 |
| Franklin Resources Inc | 421,253 | $6,454 萬 | 0.02% | +80,236+23.5% | 加碼 |
| 1832 Asset Management L.P. | 420,387 | $6,441 萬 | 0.12% | +221,876+111.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 420,263 | $6,439 萬 | 0.14% | +7,263+1.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 407,375 | $6,241 萬 | 0.06% | +26,047+6.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 406,090 | $6,222 萬 | 0.39% | +342,457+538.2% | 加碼 |
| Capital International Inc | 403,806 | $6,187 萬 | 0.75% | −17,862−4.2% | 減碼 |
| UniSuper Management Pty Ltd | 397,676 | $6,093 萬 | 0.45% | +1,932+0.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 388,671 | $5,955 萬 | 0.12% | +17,655+4.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 379,147 | $5,771 萬 | 0.11% | −3,115−0.8% | 減碼 |
| State of Alaska, Department of Revenue | 375,363 | $5,751 萬 | 0.65% | +8,956+2.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 374,603 | $5,745 萬 | 0.33% | +32,589+9.5% | 加碼 |
| Brookfield Asset Management Inc. | 371,317 | $5,689 萬 | 0.08% | +104,320+39.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 369,243 | $5,657 萬 | 0.55% | +66,484+22.0% | 加碼 |
| State of Wisconsin Investment Board | 364,592 | $5,586 萬 | 0.14% | +11,615+3.3% | 加碼 |
| Balyasny Asset Management LLC | 363,420 | $5,568 萬 | 0.14% | +196,241+117.4% | 加碼 |
| Victory Capital Management Inc | 353,778 | $5,420 萬 | 0.06% | +6,792+2.0% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 350,000 | $5,362 萬 | 1.10% | −65,000−15.7% | 減碼 |
| FIL Ltd | 346,592 | $5,310 萬 | 0.05% | −48,485−12.3% | 減碼 |
| Bowen Hanes & Co Inc | 346,281 | $5,305 萬 | 1.48% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 339,781 | $5,206 萬 | 0.31% | +13,439+4.1% | 加碼 |
| Handelsbanken Fonder AB | 324,452 | $4,971 萬 | 0.20% | −11,373−3.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 321,519 | $4,926 萬 | 0.16% | +8,807+2.8% | 加碼 |
| Uniplan Investment Counsel, Inc. | 320,165 | $4,905 萬 | 4.77% | −22,873−6.7% | 減碼 |
| Teacher Retirement System of Texas | 313,745 | $4,807 萬 | 0.20% | −225,018−41.8% | 減碼 |
| Employees Retirement System of Texas | 313,507 | $4,803 萬 | 0.44% | −6,493−2.0% | 減碼 |
| Danske Bank A/S | 307,110 | $4,705 萬 | 0.14% | −117,362−27.6% | 減碼 |
| APG Asset Management N.V. | 330,966 | $4,694 萬 | 0.15% | −1,212−0.4% | 減碼 |
| Toronto Dominion Bank | 302,481 | $4,634 萬 | 0.12% | −17,468−5.5% | 減碼 |
| Van Eck Associates Corp | 300,602 | $4,606 萬 | 0.06% | +20,262+7.2% | 加碼 |
| CORDA Investment Management, LLC. | 299,941 | $4,595 萬 | 3.65% | −57,975−16.2% | 減碼 |
| Royal London Asset Management Ltd | 292,975 | $4,489 萬 | 0.11% | +30,963+11.8% | 加碼 |
| Credit Agricole S A | 291,337 | $4,464 萬 | 0.17% | +83,371+40.1% | 加碼 |
| Jefferies Financial Group Inc. | 283,809 | $4,348 萬 | 0.75% | +154,809+120.0% | 加碼 |
| Treasurer of the State of North Carolina | 282,119 | $4,322 萬 | 0.17% | −15,273−5.1% | 減碼 |
| Nisa Investment Advisors, LLC | 280,029 | $4,290 萬 | 0.21% | −17,754−6.0% | 減碼 |
| Virginia Retirement Systems Et Al | 276,660 | $4,239 萬 | 0.31% | +276,660 | 新進 |
| Factory Mutual Insurance Co | 265,300 | $4,065 萬 | 0.47% | 00.0% | 不變 |
| Hazelview Securities Inc. | 258,569 | $3,962 萬 | 7.20% | +17,452+7.2% | 加碼 |
| LPL Financial LLC | 258,052 | $3,954 萬 | 0.02% | +9,678+3.9% | 加碼 |
| AQR Capital Management LLC | 256,975 | $3,937 萬 | 0.04% | +11,121+4.5% | 加碼 |
| IFM Investors Pty Ltd | 241,042 | $3,693 萬 | 0.40% | −16,722−6.5% | 減碼 |
| CIBC World Markets Corp | 240,171 | $3,680 萬 | 0.29% | +9,253+4.0% | 加碼 |
| Millennium Management LLC | 234,424 | $3,592 萬 | 0.03% | −783,941−77.0% | 減碼 |
| Braun Stacey Associates Inc | 234,401 | $3,591 萬 | 1.47% | −13,973−5.6% | 減碼 |
| Cerity Partners LLC | 228,584 | $3,502 萬 | 0.07% | +1,170+0.5% | 加碼 |
| Umb Bank N A | 222,695 | $3,412 萬 | 0.56% | +2,657+1.2% | 加碼 |
| TD Asset Management Inc | 221,912 | $3,400 萬 | 0.03% | +7,618+3.6% | 加碼 |
| Ci Investments Inc. | 221,306 | $3,391 萬 | 0.14% | −3,140−1.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 219,460 | $3,362 萬 | 0.02% | +6,645+3.1% | 加碼 |
| Natixis | 218,848 | $3,355 萬 | 0.20% | −680−0.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 218,590 | $3,349 萬 | 0.34% | +10,082+4.8% | 加碼 |
| State of Tennessee, Treasury Department | 215,398 | $3,300 萬 | 0.13% | −60.0% | 減碼 |
| KLP Kapitalforvaltning AS | 213,146 | $3,266 萬 | 0.16% | +2,400+1.1% | 加碼 |
| Stifel Financial Corp | 209,070 | $3,203 萬 | 0.03% | +15,932+8.2% | 加碼 |
| Holocene Advisors, LP | 205,000 | $3,141 萬 | 0.09% | +205,000 | 新進 |
| First Trust Advisors LP | 201,929 | $3,094 萬 | 0.03% | −29,686−12.8% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 201,503 | $3,087 萬 | 0.19% | −3,354−1.6% | 減碼 |
| ExodusPoint Capital Management, LP | 194,293 | $2,977 萬 | 0.39% | +12,157+6.7% | 加碼 |
| Forsta Ap-Fonden | 190,600 | $2,920 萬 | 0.22% | +33,700+21.5% | 加碼 |
| NewEdge Wealth, LLC | 184,312 | $2,824 萬 | 0.51% | −6,961−3.6% | 減碼 |
| Arizona State Retirement System | 182,742 | $2,800 萬 | 0.18% | +4,524+2.5% | 加碼 |
| EP Wealth Advisors, LLC | 181,143 | $2,775 萬 | 0.22% | +176,986+4,257.5% | 加碼 |
| Toroso Investments, LLC | 180,342 | $2,763 萬 | 0.23% | +134,850+296.4% | 加碼 |
| Creative Planning | 178,182 | $2,730 萬 | 0.03% | +15,679+9.6% | 加碼 |
| MetLife Investment Management | 175,765 | $2,693 萬 | 0.15% | +1,389+0.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 175,058 | $2,682 萬 | 0.06% | −9,042−4.9% | 減碼 |
| Sanctuary Advisors, LLC | 168,640 | $2,584 萬 | 0.18% | +9,480+6.0% | 加碼 |
| Susquehanna International Group, LLP | 168,134 | $2,576 萬 | 0.04% | −80,809−32.5% | 減碼 |
| Corebridge Financial, Inc. | 167,813 | $2,571 萬 | 0.15% | +1,911+1.2% | 加碼 |
| HRT Financial LP | 166,704 | $2,554 萬 | 0.16% | +166,704 | 新進 |
| Ensign Peak Advisors, Inc | 166,030 | $2,544 萬 | 0.05% | +19,380+13.2% | 加碼 |
| State of Michigan Retirement System | 165,309 | $2,533 萬 | 0.15% | +4,800+3.0% | 加碼 |
| Nissay Asset Management Corp | 164,190 | $2,516 萬 | 0.16% | +5,047+3.2% | 加碼 |
| Public Sector Pension Investment Board | 162,902 | $2,496 萬 | 0.11% | +8,752+5.7% | 加碼 |
| WestEnd Advisors, LLC | 162,446 | $2,489 萬 | 0.66% | −8,240−4.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 162,032 | $2,486 萬 | 0.10% | +45,223+38.7% | 加碼 |
| B&I Capital AG | 157,590 | $2,414 萬 | 7.85% | +6,770+4.5% | 加碼 |
| Weiss Asset Management LP | 156,566 | $2,399 萬 | 0.64% | +156,566 | 新進 |
| Gillson Capital LP | 156,301 | $2,395 萬 | 2.04% | +109,286+232.4% | 加碼 |
| Nomura Holdings Inc | 151,771 | $2,325 萬 | 0.12% | +63,604+72.1% | 加碼 |
| Intech Investment Management LLC | 149,197 | $2,286 萬 | 0.24% | −6,819−4.4% | 減碼 |
| Point72 Asset Management, L.P. | 147,023 | $2,253 萬 | 0.06% | +83,964+133.2% | 加碼 |
| Mackenzie Financial Corp | 141,282 | $2,165 萬 | 0.03% | −92,510−39.6% | 減碼 |
| Czech National Bank | 139,933 | $2,144 萬 | 0.20% | +11,672+9.1% | 加碼 |
| Vert Asset Management LLC | 139,486 | $2,137 萬 | 7.35% | −41,264−22.8% | 減碼 |
| Alyeska Investment Group, L.P. | 132,857 | $2,036 萬 | 0.08% | −448,982−77.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 131,503 | $2,015 萬 | 0.04% | +10,423+8.6% | 加碼 |
| DnB Asset Management AS | 129,691 | $1,987 萬 | 0.09% | +560.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 128,373 | $1,967 萬 | 0.10% | +7,349+6.1% | 加碼 |
| Twinbeech Capital LP | 127,303 | $1,950 萬 | 0.35% | +127,303 | 新進 |
| Mercer Global Advisors Inc | 126,484 | $1,938 萬 | 0.04% | +2,707+2.2% | 加碼 |
| Waterfront Capital Partners, LLC | 125,000 | $1,915 萬 | 3.28% | +125,000 | 新進 |
| Tiaa Trust, National Association | 124,052 | $1,901 萬 | 0.06% | −1,078−0.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 123,863 | $1,898 萬 | 0.17% | +2,887+2.4% | 加碼 |
| Thrivent Financial for Lutherans | 123,402 | $1,887 萬 | 0.04% | −2,142−1.7% | 減碼 |