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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 486,921 | $7,485 萬 | 0.27% | +15,570+3.3% | 加碼 |
| Aviva PLC | 484,946 | $7,455 萬 | 0.15% | +50,075+11.5% | 加碼 |
| Marshall Wace, LLP | 476,815 | $7,330 萬 | 0.09% | −291,664−38.0% | 減碼 |
| Artisan Partners Limited Partnership | 469,952 | $7,225 萬 | 0.11% | +469,952 | 新進 |
| State of New Jersey Common Pension Fund D | 468,752 | $7,206 萬 | 0.28% | +15,456+3.4% | 加碼 |
| Franklin Resources Inc | 467,450 | $7,186 萬 | 0.02% | +46,197+11.0% | 加碼 |
| New York State Teachers Retirement System | 461,974 | $7,102 萬 | 0.15% | +1,200+0.3% | 加碼 |
| Millennium Management LLC | 459,263 | $7,060 萬 | 0.06% | +224,839+95.9% | 加碼 |
| Victory Capital Management Inc | 442,332 | $6,800 萬 | 0.04% | +88,554+25.0% | 加碼 |
| AQR Capital Management LLC | 436,550 | $6,626 萬 | 0.05% | +179,575+69.9% | 加碼 |
| Bank of Montreal | 425,613 | $6,543 萬 | 0.03% | −89,604−17.4% | 減碼 |
| M.D. Sass Investors Services, Inc. | 424,588 | $6,527 萬 | 5.25% | +2,588+0.6% | 加碼 |
| Renaissance Technologies LLC | 419,563 | $6,450 萬 | 0.09% | −659,200−61.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 416,674 | $6,406 萬 | 0.37% | +10,584+2.6% | 加碼 |
| UniSuper Management Pty Ltd | 409,676 | $6,298 萬 | 0.42% | +12,000+3.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 403,359 | $6,201 萬 | 0.10% | +14,688+3.8% | 加碼 |
| Canada Pension Plan Investment Board | 399,941 | $6,148 萬 | 0.05% | +303,278+313.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 399,799 | $6,146 萬 | 0.05% | −7,576−1.9% | 減碼 |
| State of Alaska, Department of Revenue | 390,532 | $6,003 萬 | 0.64% | +15,169+4.0% | 加碼 |
| Primecap Management Co | 386,509 | $5,942 萬 | 0.05% | +347,009+878.5% | 加碼 |
| Toronto Dominion Bank | 380,724 | $5,853 萬 | 0.13% | +78,243+25.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 382,262 | $5,831 萬 | 0.10% | +3,115+0.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 564,639 | $5,817 萬 | 0.31% | +224,858+66.2% | 加碼 |
| Acadian Asset Management LLC | 373,021 | $5,734 萬 | 0.12% | −344,892−48.0% | 減碼 |
| Weiss Asset Management LP | 372,750 | $5,730 萬 | 0.91% | +216,184+138.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 371,027 | $5,704 萬 | 0.49% | +1,784+0.5% | 加碼 |
| State of Wisconsin Investment Board | 370,321 | $5,693 萬 | 0.14% | +5,729+1.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 364,059 | $5,597 萬 | 0.28% | +302,504+491.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 362,066 | $5,524 萬 | 0.27% | −12,537−3.3% | 減碼 |
| Bowen Hanes & Co Inc | 346,281 | $5,323 萬 | 1.34% | 00.0% | 不變 |
| Danske Bank A/S | 344,721 | $5,299 萬 | 0.13% | +37,611+12.2% | 加碼 |
| Brookfield Asset Management Inc. | 340,696 | $5,238 萬 | 0.06% | −30,621−8.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 335,783 | $5,162 萬 | 0.10% | −84,480−20.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 329,814 | $5,070 萬 | 0.15% | +8,295+2.6% | 加碼 |
| Zurich Insurance Group Ltd | 326,167 | $5,014 萬 | 0.39% | −296,413−47.6% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 325,000 | $4,996 萬 | 0.92% | −25,000−7.1% | 減碼 |
| Van Eck Associates Corp | 318,733 | $4,900 萬 | 0.06% | +18,131+6.0% | 加碼 |
| Uniplan Investment Counsel, Inc. | 314,203 | $4,830 萬 | 4.89% | −5,962−1.9% | 減碼 |
| Capital Research Global Investors | 306,310 | $4,709 萬 | 0.01% | −263,690−46.3% | 減碼 |
| Treasurer of the State of North Carolina | 306,059 | $4,705 萬 | 0.15% | +23,940+8.5% | 加碼 |
| Employees Retirement System of Texas | 305,591 | $4,698 萬 | 0.38% | −7,916−2.5% | 減碼 |
| Handelsbanken Fonder AB | 303,290 | $4,663 萬 | 0.17% | −21,162−6.5% | 減碼 |
| APG Asset Management N.V. | 352,856 | $4,621 萬 | 0.14% | +21,890+6.6% | 加碼 |
| Virginia Retirement Systems Et Al | 295,660 | $4,545 萬 | 0.31% | +19,000+6.9% | 加碼 |
| CORDA Investment Management, LLC. | 291,681 | $4,484 萬 | 3.30% | −8,260−2.8% | 減碼 |
| LPL Financial LLC | 287,887 | $4,426 萬 | 0.01% | +29,835+11.6% | 加碼 |
| Royal London Asset Management Ltd | 287,769 | $4,424 萬 | 0.10% | −5,206−1.8% | 減碼 |
| FIL Ltd | 275,606 | $4,237 萬 | 0.04% | −70,986−20.5% | 減碼 |
| Hazelview Securities Inc. | 274,848 | $4,171 萬 | 7.39% | +16,279+6.3% | 加碼 |
| Factory Mutual Insurance Co | 265,300 | $4,078 萬 | 0.45% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 263,923 | $4,057 萬 | 0.18% | −16,106−5.8% | 減碼 |
| CIBC World Markets Inc. | 254,679 | $3,915 萬 | 0.09% | +205,147+414.2% | 加碼 |
| Natixis | 253,803 | $3,902 萬 | 0.19% | +34,955+16.0% | 加碼 |
| Gillson Capital LP | 250,955 | $3,858 萬 | 2.95% | +94,654+60.6% | 加碼 |
| GEM Realty Capital | 246,231 | $3,785 萬 | 3.64% | −342,223−58.2% | 減碼 |
| First Trust Advisors LP | 241,216 | $3,708 萬 | 0.03% | +39,287+19.5% | 加碼 |
| CIBC World Markets Corp | 240,152 | $3,692 萬 | 0.24% | −190.0% | 減碼 |
| Stifel Financial Corp | 235,999 | $3,628 萬 | 0.04% | +26,929+12.9% | 加碼 |
| Cerity Partners LLC | 234,918 | $3,611 萬 | 0.06% | +6,334+2.8% | 加碼 |
| KLP Kapitalforvaltning AS | 233,846 | $3,595 萬 | 0.16% | +20,700+9.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 232,031 | $3,567 萬 | 0.32% | +13,441+6.1% | 加碼 |
| Teacher Retirement System of Texas | 231,935 | $3,566 萬 | 0.15% | −81,810−26.1% | 減碼 |
| IFM Investors Pty Ltd | 230,367 | $3,541 萬 | 0.34% | −10,675−4.4% | 減碼 |
| TD Asset Management Inc | 228,366 | $3,511 萬 | 0.03% | +6,454+2.9% | 加碼 |
| Braun Stacey Associates Inc | 227,852 | $3,503 萬 | 1.27% | −6,549−2.8% | 減碼 |
| Ci Investments Inc. | 222,004 | $3,413 萬 | 0.13% | +698+0.3% | 加碼 |
| NewEdge Wealth, LLC | 200,451 | $3,401 萬 | 0.53% | +16,139+8.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 218,060 | $3,352 萬 | 0.02% | −1,400−0.6% | 減碼 |
| 1832 Asset Management L.P. | 213,230 | $3,278 萬 | 0.06% | −207,157−49.3% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 203,235 | $3,124 萬 | 0.18% | +1,732+0.9% | 加碼 |
| Umb Bank N A | 202,899 | $3,119 萬 | 0.49% | −19,796−8.9% | 減碼 |
| Toroso Investments, LLC | 200,891 | $3,088 萬 | 0.20% | +20,549+11.4% | 加碼 |
| Forsta Ap-Fonden | 199,300 | $3,064 萬 | 0.20% | +8,700+4.6% | 加碼 |
| Federated Hermes, Inc. | 196,453 | $3,020 萬 | 0.06% | +129,521+193.5% | 加碼 |
| State of Tennessee, Treasury Department | 194,602 | $2,992 萬 | 0.11% | −20,796−9.7% | 減碼 |
| Groupama Asset Managment | 179,070 | $2,978 萬 | 0.49% | +163,969+1,085.8% | 加碼 |
| EP Wealth Advisors, LLC | 192,007 | $2,952 萬 | 0.19% | +10,864+6.0% | 加碼 |
| Arizona State Retirement System | 189,559 | $2,914 萬 | 0.17% | +6,817+3.7% | 加碼 |
| Sanctuary Advisors, LLC | 185,329 | $2,849 萬 | 0.18% | +16,689+9.9% | 加碼 |
| Creative Planning | 180,225 | $2,771 萬 | 0.02% | +2,043+1.1% | 加碼 |
| Ensign Peak Advisors, Inc | 179,450 | $2,759 萬 | 0.05% | +13,420+8.1% | 加碼 |
| Erste Asset Management GmbH | 179,150 | $2,729 萬 | 0.23% | +93,415+109.0% | 加碼 |
| MetLife Investment Management | 176,485 | $2,713 萬 | 0.16% | +720+0.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 174,859 | $2,688 萬 | 0.09% | +12,827+7.9% | 加碼 |
| Nissay Asset Management Corp | 174,382 | $2,681 萬 | 0.16% | +10,192+6.2% | 加碼 |
| Brevan Howard Capital Management LP | 169,844 | $2,611 萬 | 0.29% | +122,113+255.8% | 加碼 |
| State of Michigan Retirement System | 168,909 | $2,597 萬 | 0.13% | +3,600+2.2% | 加碼 |
| B&I Capital AG | 152,790 | $2,349 萬 | 7.99% | −4,800−3.0% | 減碼 |
| Congress Wealth Management LLC | 152,746 | $2,348 萬 | 0.23% | +150,687+7,318.5% | 加碼 |
| Prudential PLC | 152,492 | $2,344 萬 | 0.14% | +36,985+32.0% | 加碼 |
| Czech National Bank | 151,856 | $2,334 萬 | 0.18% | +11,923+8.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 148,339 | $2,280 萬 | 0.21% | +25,200+20.5% | 加碼 |
| WCM Investment Management, LLC | 148,115 | $2,253 萬 | 0.05% | +148,115 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 139,772 | $2,149 萬 | 0.21% | +76,729+121.7% | 加碼 |
| WestEnd Advisors, LLC | 137,866 | $2,119 萬 | 0.53% | −24,580−15.1% | 減碼 |
| Waratah Capital Advisors Ltd. | 135,788 | $2,087 萬 | 1.42% | +135,788 | 新進 |
| DnB Asset Management AS | 135,550 | $2,084 萬 | 0.09% | +5,859+4.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 135,853 | $2,075 萬 | 0.03% | +4,350+3.3% | 加碼 |
| Metis Global Partners, LLC | 133,964 | $2,059 萬 | 0.53% | +26,318+24.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 133,947 | $2,059 萬 | 0.09% | +5,574+4.3% | 加碼 |