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 3 季 13F 持有人
Welltower Inc. 在 2025/9/30 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
- 1,337
- 較 2025 年第 2 季 +92 家
- 持有股數
- 6.25 億
- 較 2025 年第 2 季 +1,001 萬 (+1.6%)
- 總市值
- $1,113 億
- 較 2025 年第 2 季 +$168.2 億 (+17.8%)
- 新進機構
- 175
- 另有 588 家加碼
- 清倉機構
- 83
- 另有 357 家減碼
另有 21 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 89,778,383 | $159.9 億 | 0.24% | +3,991,896+4.7% | 加碼 |
| BlackRock, Inc. | 69,415,091 | $123.7 億 | 0.22% | +2,864,201+4.3% | 加碼 |
| Capital International Investors | 46,516,255 | $82.9 億 | 1.34% | +1,842,934+4.1% | 加碼 |
| State Street Corp | 41,253,954 | $73.5 億 | 0.25% | +1,637,665+4.1% | 加碼 |
| Cohen & Steers, Inc. | 33,569,335 | $59.8 億 | 10.79% | −1,605,549−4.6% | 減碼 |
| Wellington Management Group LLP | 20,017,966 | $35.7 億 | 0.62% | −151,008−0.7% | 減碼 |
| FMR LLC | 19,893,923 | $35.4 億 | 0.18% | +1,570,399+8.6% | 加碼 |
| Bank of America Corp | 19,378,590 | $34.5 億 | 0.26% | +367,463+1.9% | 加碼 |
| Geode Capital Management, LLC | 16,232,679 | $28.9 億 | 0.18% | +1,220,225+8.1% | 加碼 |
| Price T Rowe Associates Inc | 15,091,113 | $26.9 億 | 0.29% | +2,930,034+24.1% | 加碼 |
| Principal Financial Group Inc | 10,184,059 | $18.1 億 | 0.92% | −249,605−2.4% | 減碼 |
| Morgan Stanley | 9,594,841 | $17.1 億 | 0.10% | +782,146+8.9% | 加碼 |
| Northern Trust Corp | 9,106,068 | $16.2 億 | 0.21% | +282,881+3.2% | 加碼 |
| Charles Schwab Investment Management Inc | 7,983,552 | $14.2 億 | 0.23% | +654,261+8.9% | 加碼 |
| JPMorgan Chase & Co | 7,814,683 | $13.9 億 | 0.09% | −83,708−1.1% | 減碼 |
| Dimensional Fund Advisors LP | 7,408,170 | $13.2 億 | 0.28% | +210,564+2.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,179,739 | $12.8 億 | 1.15% | +763,174+11.9% | 加碼 |
| Invesco Ltd. | 7,006,045 | $12.5 億 | 0.20% | −289,551−4.0% | 減碼 |
| Legal & General Group Plc | 6,720,996 | $12.0 億 | 0.27% | −576,313−7.9% | 減碼 |
| Goldman Sachs Group Inc | 6,068,437 | $10.8 億 | 0.16% | −62,397−1.0% | 減碼 |
| Centersquare Investment Management LLC | 5,257,190 | $9.37 億 | 9.41% | +258,980+5.2% | 加碼 |
| Nuveen, LLC | 5,073,261 | $9.04 億 | 0.24% | −49,125−1.0% | 減碼 |
| Daiwa Securities Group Inc. | 4,907,438 | $8.74 億 | 2.95% | −444,093−8.3% | 減碼 |
| Deutsche Bank AG | 4,746,752 | $8.46 億 | 0.28% | +47,743+1.0% | 加碼 |
| Capital World Investors | 4,247,262 | $7.57 億 | 0.10% | +2,657,766+167.2% | 加碼 |
| Resolution Capital Ltd | 4,203,084 | $7.49 億 | 14.57% | −881,544−17.3% | 減碼 |
| Amundi | 4,146,455 | $7.22 億 | 0.23% | +82,035+2.0% | 加碼 |
| Bank of New York Mellon Corp | 4,012,933 | $7.15 億 | 0.13% | −3,026−0.1% | 減碼 |
| Russell Investments Group, Ltd. | 3,381,466 | $6.02 億 | 0.68% | −3,761−0.1% | 減碼 |
| UBS Group AG | 3,278,121 | $5.84 億 | 0.11% | +1,183,077+56.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,169,190 | $5.65 億 | 0.32% | −101,141−3.1% | 減碼 |
| Prudential Financial Inc | 3,107,906 | $5.54 億 | 0.66% | +333,576+12.0% | 加碼 |
| Cbre Clarion Securities LLC | 3,043,945 | $5.42 億 | 7.73% | −227,526−7.0% | 減碼 |
| PGGM Investments | 2,800,752 | $4.99 億 | 8.07% | +138,665+5.2% | 加碼 |
| Ameriprise Financial Inc | 2,772,247 | $4.86 億 | 0.11% | −86,030−3.0% | 減碼 |
| Duff & Phelps Investment Management Co | 2,504,032 | $4.46 億 | 5.06% | −5,605−0.2% | 減碼 |
| HSBC Holdings PLC | 2,361,289 | $4.21 億 | 0.25% | +252,284+12.0% | 加碼 |
| SEI Investments Co | 2,306,626 | $4.11 億 | 0.44% | −217,697−8.6% | 減碼 |
| Swiss National Bank | 1,885,100 | $3.36 億 | 0.19% | −77,800−4.0% | 減碼 |
| Barclays PLC | 1,829,171 | $3.26 億 | 0.12% | +210,066+13.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,826,357 | $3.25 億 | 0.23% | +171,204+10.3% | 加碼 |
| Qube Research & Technologies Ltd | 1,816,902 | $3.24 億 | 0.46% | −648,972−26.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,788,691 | $3.19 億 | 0.26% | +720,105+67.4% | 加碼 |
| Schroder Investment Management Group | 1,727,539 | $3.08 億 | 0.24% | +196,655+12.8% | 加碼 |
| Nordea Investment Management AB | 1,726,577 | $3.07 億 | 0.27% | +124,087+7.7% | 加碼 |
| Standard Life Aberdeen plc | 1,724,132 | $3.07 億 | 0.49% | +145,121+9.2% | 加碼 |
| National Pension Service | 1,691,931 | $3.01 億 | 0.23% | +34,532+2.1% | 加碼 |
| Macquarie Group Ltd | 1,690,158 | $3.01 億 | 0.35% | −64,000−3.6% | 減碼 |
| California Public Employees Retirement System | 1,671,245 | $2.98 億 | 0.18% | −78,733−4.5% | 減碼 |
| Great West Life Assurance Co | 1,662,244 | $2.93 億 | 0.42% | +184,412+12.5% | 加碼 |
| APG Asset Management US Inc. | 1,592,764 | $2.86 億 | 2.11% | +71,080+4.7% | 加碼 |
| Voya Investment Management LLC | 1,491,723 | $2.65 億 | 0.26% | −153,230−9.3% | 減碼 |
| Nomura Asset Management Co Ltd | 1,361,155 | $2.42 億 | 0.63% | +99,316+7.9% | 加碼 |
| Castle Hook Partners LP | 1,299,901 | $2.32 億 | 3.51% | +196,016+17.8% | 加碼 |
| Alliancebernstein L.P. | 1,292,726 | $2.30 億 | 0.07% | +2,585+0.2% | 加碼 |
| Rhumbline Advisers | 1,282,552 | $2.28 億 | 0.18% | −17,963−1.4% | 減碼 |
| Asset Management One Co.,Ltd. | 1,267,076 | $2.26 億 | 0.65% | +63,290+5.3% | 加碼 |
| American Century Companies Inc | 1,249,320 | $2.23 億 | 0.11% | +183,552+17.2% | 加碼 |
| Public Employees Retirement System of Ohio | 1,212,897 | $2.16 億 | 0.69% | +60,587+5.3% | 加碼 |
| Aew Capital Management L P | 1,205,060 | $2.15 億 | 11.96% | −78,220−6.1% | 減碼 |
| Lasalle Investment Management Securities LLC | 1,193,287 | $2.13 億 | 8.35% | −229,212−16.1% | 減碼 |
| Bamco Inc | 1,186,934 | $2.11 億 | 0.56% | −41,512−3.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,181,037 | $2.10 億 | 0.35% | −231,394−16.4% | 減碼 |
| Wells Fargo & Company | 1,120,820 | $2.00 億 | 0.04% | −150,691−11.9% | 減碼 |
| Zimmer Partners, LP | 1,106,245 | $1.97 億 | 4.82% | −141,500−11.3% | 減碼 |
| California State Teachers Retirement System | 1,035,064 | $1.84 億 | 0.19% | +16,387+1.6% | 加碼 |
| Adelante Capital Management LLC | 979,382 | $1.74 億 | 12.04% | −2,208−0.2% | 減碼 |
| Heitman Real Estate Securities LLC | 978,558 | $1.74 億 | 11.91% | −31,735−3.1% | 減碼 |
| KBC Group NV | 966,478 | $1.72 億 | 0.41% | +117,559+13.8% | 加碼 |
| Actiam N.V. | 901,524 | $1.61 億 | 1.71% | +64,359+7.7% | 加碼 |
| AQR Capital Management LLC | 853,470 | $1.51 億 | 0.10% | +416,920+95.5% | 加碼 |
| Allianz Asset Management GmbH | 831,288 | $1.48 億 | 0.18% | +59,990+7.8% | 加碼 |
| Royal Bank of Canada | 813,501 | $1.45 億 | 0.03% | +52,917+7.0% | 加碼 |
| Raymond James Financial Inc | 806,763 | $1.44 億 | 0.05% | +31,859+4.1% | 加碼 |
| Korea Investment CORP | 800,474 | $1.43 億 | 0.29% | +43,069+5.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 795,030 | $1.42 億 | 0.33% | −43,638−5.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 793,961 | $1.41 億 | 0.11% | +262,383+49.4% | 加碼 |
| Pictet Asset Management Holding SA | 793,079 | $1.41 億 | 0.14% | −105,627−11.8% | 減碼 |
| New York State Common Retirement Fund | 767,265 | $1.37 億 | 0.18% | −26,800−3.4% | 減碼 |
| 1832 Asset Management L.P. | 705,987 | $1.26 億 | 0.21% | +492,757+231.1% | 加碼 |
| Neuberger Berman Group LLC | 702,043 | $1.25 億 | 0.09% | −76,376−9.8% | 減碼 |
| STRS Ohio | 696,058 | $1.24 億 | 0.45% | −73,360−9.5% | 減碼 |
| Swedbank AB | 695,051 | $1.24 億 | 0.13% | +28,832+4.3% | 加碼 |
| Capital International Inc | 684,101 | $1.22 億 | 0.97% | +156,007+29.5% | 加碼 |
| Storebrand Asset Management AS | 680,177 | $1.21 億 | 0.32% | +122,490+22.0% | 加碼 |
| Natixis Advisors, L.P. | 675,273 | $1.20 億 | 0.18% | +21,886+3.3% | 加碼 |
| Janus Henderson Group PLC | 641,540 | $1.14 億 | 0.05% | +73,318+12.9% | 加碼 |
| Citigroup Inc | 630,535 | $1.12 億 | 0.08% | −201,008−24.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 608,206 | $1.08 億 | 0.17% | +39,200+6.9% | 加碼 |
| Congress Asset Management Co | 588,622 | $1.05 億 | 0.70% | +9,777+1.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 581,633 | $1.04 億 | 0.18% | −12,079−2.0% | 減碼 |
| Alyeska Investment Group, L.P. | 551,331 | $9,821 萬 | 0.30% | +551,331 | 新進 |
| Aviva PLC | 519,554 | $9,255 萬 | 0.17% | +34,608+7.1% | 加碼 |
| Bank of Montreal | 504,048 | $8,979 萬 | 0.04% | +78,435+18.4% | 加碼 |
| AXA Investment Managers S.A. | 501,821 | $8,939 萬 | 0.24% | +501,821 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 500,081 | $8,908 萬 | 0.20% | −2,756−0.5% | 減碼 |
| Envestnet Asset Management Inc | 498,016 | $8,872 萬 | 0.03% | +1,943+0.4% | 加碼 |
| Retirement Systems of Alabama | 496,286 | $8,841 萬 | 0.29% | +9,365+1.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 484,908 | $8,638 萬 | 0.32% | +16,156+3.4% | 加碼 |
| Canada Pension Plan Investment Board | 471,235 | $8,395 萬 | 0.06% | +71,294+17.8% | 加碼 |