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 2 季 13F 持有人
Welltower Inc. 在 2025/6/30 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
- 1,266
- 較 2025 年第 1 季 +47 家
- 持有股數
- 6.47 億
- 較 2025 年第 1 季 +1,238 萬 (+1.9%)
- 總市值
- $994.6 億
- 較 2025 年第 1 季 +$21.8 億 (+2.2%)
- 新進機構
- 129
- 另有 591 家加碼
- 清倉機構
- 82
- 另有 362 家減碼
另有 18 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 85,786,487 | $131.9 億 | 0.21% | −6,603,846−7.1% | 減碼 |
| BlackRock, Inc. | 66,550,890 | $102.3 億 | 0.20% | +934,466+1.4% | 加碼 |
| Capital International Investors | 44,673,321 | $68.7 億 | 1.18% | +2,079,445+4.9% | 加碼 |
| State Street Corp | 39,616,289 | $60.9 億 | 0.23% | +1,740,196+4.6% | 加碼 |
| Cohen & Steers, Inc. | 35,174,884 | $54.1 億 | 9.91% | −644,334−1.8% | 減碼 |
| Norges Bank | 31,897,184 | $49.0 億 | 0.61% | +595,469+1.9% | 加碼 |
| Wellington Management Group LLP | 20,168,974 | $31.0 億 | 0.56% | −1,120,710−5.3% | 減碼 |
| Bank of America Corp | 19,011,127 | $29.2 億 | 0.24% | −1,362,377−6.7% | 減碼 |
| FMR LLC | 18,323,524 | $28.2 億 | 0.16% | +785,538+4.5% | 加碼 |
| Geode Capital Management, LLC | 15,012,454 | $23.0 億 | 0.16% | +723,887+5.1% | 加碼 |
| Price T Rowe Associates Inc | 12,161,079 | $18.7 億 | 0.21% | +3,237,227+36.3% | 加碼 |
| Principal Financial Group Inc | 10,433,664 | $16.0 億 | 0.85% | −1,028,752−9.0% | 減碼 |
| UBS Asset Management Americas Inc | 9,693,143 | $14.9 億 | 0.30% | +1,528,303+18.7% | 加碼 |
| Northern Trust Corp | 8,823,187 | $13.6 億 | 0.19% | +355,966+4.2% | 加碼 |
| Morgan Stanley | 8,812,695 | $13.5 億 | 0.09% | −369,983−4.0% | 減碼 |
| JPMorgan Chase & Co | 7,898,391 | $12.1 億 | 0.08% | +149,724+1.9% | 加碼 |
| Charles Schwab Investment Management Inc | 7,329,291 | $11.3 億 | 0.19% | +372,697+5.4% | 加碼 |
| Legal & General Group Plc | 7,297,309 | $11.2 億 | 0.28% | +285,205+4.1% | 加碼 |
| Invesco Ltd. | 7,295,596 | $11.2 億 | 0.19% | +207,964+2.9% | 加碼 |
| Dimensional Fund Advisors LP | 7,197,606 | $11.1 億 | 0.26% | −50,876−0.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,416,565 | $9.86 億 | 1.02% | +85,751+1.4% | 加碼 |
| Goldman Sachs Group Inc | 6,130,834 | $9.42 億 | 0.15% | +1,401,913+29.6% | 加碼 |
| Daiwa Securities Group Inc. | 5,351,531 | $8.23 億 | 3.04% | −89,722−1.6% | 減碼 |
| Nuveen, LLC | 5,122,386 | $7.87 億 | 0.22% | +147,491+3.0% | 加碼 |
| Resolution Capital Ltd | 5,084,628 | $7.82 億 | 15.50% | +177,849+3.6% | 加碼 |
| Centersquare Investment Management LLC | 4,998,210 | $7.68 億 | 7.97% | +35,964+0.7% | 加碼 |
| Deutsche Bank AG | 4,699,009 | $7.22 億 | 0.27% | −422,279−8.2% | 減碼 |
| Bank of New York Mellon Corp | 4,015,959 | $6.17 億 | 0.12% | +125,838+3.2% | 加碼 |
| Amundi | 4,064,420 | $6.13 億 | 0.21% | +266,292+7.0% | 加碼 |
| Russell Investments Group, Ltd. | 3,385,227 | $5.20 億 | 0.66% | −108,839−3.1% | 減碼 |
| Cbre Clarion Securities LLC | 3,271,471 | $5.03 億 | 7.63% | +258,224+8.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,270,331 | $5.03 億 | 0.31% | +162,508+5.2% | 加碼 |
| Ameriprise Financial Inc | 2,858,277 | $4.35 億 | 0.11% | +209,720+7.9% | 加碼 |
| Prudential Financial Inc | 2,774,330 | $4.26 億 | 0.55% | +268,729+10.7% | 加碼 |
| PGGM Investments | 2,662,087 | $4.09 億 | 7.10% | +20,616+0.8% | 加碼 |
| SEI Investments Co | 2,524,323 | $3.88 億 | 0.45% | −48,786−1.9% | 減碼 |
| Duff & Phelps Investment Management Co | 2,509,637 | $3.86 億 | 4.53% | +32,891+1.3% | 加碼 |
| Qube Research & Technologies Ltd | 2,465,874 | $3.79 億 | 0.53% | +1,098,166+80.3% | 加碼 |
| HSBC Holdings PLC | 2,109,005 | $3.24 億 | 0.21% | −189,267−8.2% | 減碼 |
| UBS Group AG | 2,095,044 | $3.22 億 | 0.07% | −661,116−24.0% | 減碼 |
| Swiss National Bank | 1,962,900 | $3.02 億 | 0.18% | +206,600+11.8% | 加碼 |
| Macquarie Group Ltd | 1,754,158 | $2.70 億 | 0.33% | −65,808−3.6% | 減碼 |
| California Public Employees Retirement System | 1,749,978 | $2.69 億 | 0.17% | −82,243−4.5% | 減碼 |
| National Pension Service | 1,657,399 | $2.55 億 | 0.22% | +125,576+8.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,655,153 | $2.54 億 | 0.20% | +136,044+9.0% | 加碼 |
| Voya Investment Management LLC | 1,644,953 | $2.52 億 | 0.25% | −128,994−7.3% | 減碼 |
| Barclays PLC | 1,619,105 | $2.49 億 | 0.10% | +26,406+1.7% | 加碼 |
| Capital World Investors | 1,589,496 | $2.44 億 | 0.04% | +1,589,496 | 新進 |
| Nordea Investment Management AB | 1,602,490 | $2.43 億 | 0.23% | +70,574+4.6% | 加碼 |
| Standard Life Aberdeen plc | 1,579,011 | $2.39 億 | 0.41% | +81,540+5.4% | 加碼 |
| Schroder Investment Management Group | 1,530,884 | $2.35 億 | 0.20% | +174,579+12.9% | 加碼 |
| APG Asset Management US Inc. | 1,521,684 | $2.31 億 | 1.73% | +100,858+7.1% | 加碼 |
| Great West Life Assurance Co | 1,477,832 | $2.27 億 | 0.36% | +72,470+5.2% | 加碼 |
| Lasalle Investment Management Securities LLC | 1,422,499 | $2.19 億 | 8.95% | +121,884+9.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,412,431 | $2.17 億 | 0.39% | −31,316−2.2% | 減碼 |
| Rhumbline Advisers | 1,300,515 | $2.00 億 | 0.17% | −2060.0% | 減碼 |
| Alliancebernstein L.P. | 1,290,141 | $1.98 億 | 0.06% | +26,924+2.1% | 加碼 |
| Aew Capital Management L P | 1,283,280 | $1.97 億 | 10.38% | −92,588−6.7% | 減碼 |
| Wells Fargo & Company | 1,271,511 | $1.95 億 | 0.04% | +227,714+21.8% | 加碼 |
| Nomura Asset Management Co Ltd | 1,261,839 | $1.94 億 | 0.53% | +77,941+6.6% | 加碼 |
| Zimmer Partners, LP | 1,247,745 | $1.92 億 | 4.39% | −609,103−32.8% | 減碼 |
| Balyasny Asset Management LLC | 1,241,145 | $1.91 億 | 0.43% | +877,725+241.5% | 加碼 |
| Bamco Inc | 1,228,446 | $1.89 億 | 0.51% | −93,801−7.1% | 減碼 |
| Asset Management One Co.,Ltd. | 1,203,786 | $1.85 億 | 0.58% | +12,370+1.0% | 加碼 |
| Public Employees Retirement System of Ohio | 1,152,310 | $1.77 億 | 0.60% | +42,495+3.8% | 加碼 |
| Castle Hook Partners LP | 1,103,885 | $1.70 億 | 2.50% | +165,711+17.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,068,586 | $1.64 億 | 0.16% | +196,141+22.5% | 加碼 |
| American Century Companies Inc | 1,065,768 | $1.64 億 | 0.09% | −57,994−5.2% | 減碼 |
| California State Teachers Retirement System | 1,018,677 | $1.57 億 | 0.17% | +46,650+4.8% | 加碼 |
| Heitman Real Estate Securities LLC | 1,010,293 | $1.55 億 | 11.01% | −69,918−6.5% | 減碼 |
| Adelante Capital Management LLC | 981,590 | $1.51 億 | 11.62% | +17,860+1.9% | 加碼 |
| Citadel Advisors LLC | 966,370 | $1.49 億 | 0.13% | +221,263+29.7% | 加碼 |
| Pictet Asset Management Holding SA | 898,706 | $1.38 億 | 0.14% | −108,213−10.7% | 減碼 |
| KBC Group NV | 848,919 | $1.31 億 | 0.35% | +406,389+91.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 838,668 | $1.29 億 | 0.32% | +147,883+21.4% | 加碼 |
| Actiam N.V. | 837,165 | $1.29 億 | 1.65% | +178,402+27.1% | 加碼 |
| Citigroup Inc | 831,543 | $1.28 億 | 0.09% | −13,266−1.6% | 減碼 |
| New York State Common Retirement Fund | 794,065 | $1.22 億 | 0.16% | +31,800+4.2% | 加碼 |
| Neuberger Berman Group LLC | 778,419 | $1.20 億 | 0.09% | +102,147+15.1% | 加碼 |
| Raymond James Financial Inc | 774,904 | $1.19 億 | 0.04% | +51,976+7.2% | 加碼 |
| Allianz Asset Management GmbH | 771,298 | $1.19 億 | 0.16% | +94,142+13.9% | 加碼 |
| STRS Ohio | 769,418 | $1.18 億 | 0.44% | −3,723−0.5% | 減碼 |
| Royal Bank of Canada | 760,584 | $1.17 億 | 0.02% | −23,628−3.0% | 減碼 |
| Korea Investment CORP | 757,405 | $1.16 億 | 0.26% | +69,725+10.1% | 加碼 |
| HRT Financial LP | 712,929 | $1.10 億 | 0.48% | +546,225+327.7% | 加碼 |
| Susquehanna International Group, LLP | 689,880 | $1.06 億 | 0.16% | +521,746+310.3% | 加碼 |
| Swedbank AB | 666,219 | $1.02 億 | 0.12% | +666,219 | 新進 |
| Natixis Advisors, L.P. | 653,387 | $1.00 億 | 0.16% | +227,393+53.4% | 加碼 |
| National Bank of Canada | 644,568 | $9,909 萬 | 0.11% | −50,321−7.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 593,712 | $9,127 萬 | 0.16% | +13,415+2.3% | 加碼 |
| Congress Asset Management Co | 578,845 | $8,899 萬 | 0.61% | +578,845 | 新進 |
| Adage Capital Partners GP, L.L.C. | 569,006 | $8,747 萬 | 0.15% | +63,400+12.5% | 加碼 |
| Janus Henderson Group PLC | 568,222 | $8,729 萬 | 0.04% | −42,280−6.9% | 減碼 |
| Storebrand Asset Management AS | 557,687 | $8,573 萬 | 0.25% | +69,670+14.3% | 加碼 |
| AXA S.A. | 535,170 | $8,227 萬 | 0.24% | +72,276+15.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 531,578 | $8,172 萬 | 0.06% | −650,896−55.0% | 減碼 |
| Capital International Inc | 528,094 | $8,118 萬 | 0.79% | +124,288+30.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 502,837 | $7,730 萬 | 0.18% | −1,085−0.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 498,580 | $7,665 萬 | 0.19% | −23,382−4.5% | 減碼 |
| Envestnet Asset Management Inc | 496,073 | $7,626 萬 | 0.02% | +37,339+8.1% | 加碼 |