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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 104,367 | $1,851 萬 | 0.18% | +104,367 | 新進 |
| Banco Santander, S.A. | 104,687 | $1,865 萬 | 0.17% | −17,446−14.3% | 減碼 |
| Kempen Capital Management N.V. | 104,909 | $1,869 萬 | 0.17% | −10,608−9.2% | 減碼 |
| Quantbot Technologies LP | 105,029 | $1,871 萬 | 0.51% | +48,502+85.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 106,676 | $1,900 萬 | 0.32% | −264,351−71.2% | 減碼 |
| Kovitz Investment Group Partners, LLC | 107,042 | $1,907 萬 | 0.07% | +824+0.8% | 加碼 |
| Yousif Capital Management, LLC | 107,059 | $1,907 萬 | 0.20% | +539+0.5% | 加碼 |
| New Age Alpha Advisors, LLC | 107,982 | $1,924 萬 | 0.81% | +7,809+7.8% | 加碼 |
| Mariner, LLC | 108,295 | $1,929 萬 | 0.02% | +14,325+15.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 108,362 | $1,930 萬 | 0.16% | +8,941+9.0% | 加碼 |
| Ethic Inc. | 108,883 | $1,940 萬 | 0.32% | +7,226+7.1% | 加碼 |
| Utah Retirement Systems | 110,544 | $1,969 萬 | 0.19% | +6,907+6.7% | 加碼 |
| USS Investment Management Ltd | 111,525 | $1,986 萬 | 0.10% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 114,910 | $2,011 萬 | 0.01% | +11,163+10.8% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 114,140 | $2,033 萬 | 0.31% | +10,531+10.2% | 加碼 |
| Vestcor Inc | 114,755 | $2,044 萬 | 0.61% | +2,601+2.3% | 加碼 |
| Quantinno Capital Management LP | 114,863 | $2,046 萬 | 0.06% | +33,594+41.3% | 加碼 |
| Calamos Advisors LLC | 118,271 | $2,107 萬 | 0.09% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 118,425 | $2,110 萬 | 1.21% | +2,856+2.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 119,860 | $2,135 萬 | 0.16% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 120,727 | $2,151 萬 | 0.04% | −1,691−1.4% | 減碼 |
| Rockefeller Capital Management L.P. | 121,056 | $2,157 萬 | 0.04% | +25,535+26.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 121,408 | $2,163 萬 | 0.56% | −1,204−1.0% | 減碼 |
| Tiaa Trust, National Association | 123,280 | $2,196 萬 | 0.05% | −773−0.6% | 減碼 |
| Swiss Life Asset Management Ltd | 125,013 | $2,227 萬 | 0.12% | +15,600+14.3% | 加碼 |
| Mercer Global Advisors Inc | 125,398 | $2,234 萬 | 0.04% | +4,242+3.5% | 加碼 |
| Assetmark, Inc | 125,578 | $2,237 萬 | 0.05% | +10,896+9.5% | 加碼 |
| Amalgamated Bank | 127,991 | $2,280 萬 | 0.16% | +5,317+4.3% | 加碼 |
| Groupe la Francaise | 129,299 | $2,304 萬 | 0.31% | +22,961+21.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 129,906 | $2,314 萬 | 0.09% | −4,041−3.0% | 減碼 |
| NEOS Investment Management LLC | 131,489 | $2,342 萬 | 0.18% | +53,448+68.5% | 加碼 |
| ProShare Advisors LLC | 132,710 | $2,364 萬 | 0.05% | +4,553+3.6% | 加碼 |
| GEM Realty Capital | 133,616 | $2,380 萬 | 2.23% | −112,615−45.7% | 減碼 |
| WestEnd Advisors, LLC | 135,609 | $2,416 萬 | 0.56% | −2,257−1.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 136,776 | $2,437 萬 | 0.16% | +10,800+8.6% | 加碼 |
| Vert Asset Management LLC | 137,765 | $2,454 萬 | 8.25% | +4,340+3.3% | 加碼 |
| Andra AP-fonden | 137,800 | $2,455 萬 | 0.31% | +121,455+743.1% | 加碼 |
| WCM Investment Management, LLC | 141,614 | $2,495 萬 | 0.05% | −6,501−4.4% | 減碼 |
| DnB Asset Management AS | 140,881 | $2,510 萬 | 0.09% | +5,331+3.9% | 加碼 |
| Tredje AP-fonden | 141,421 | $2,519 萬 | 0.20% | +60,000+73.7% | 加碼 |
| Gotham Asset Management, LLC | 142,387 | $2,536 萬 | 0.11% | +42,867+43.1% | 加碼 |
| Public Sector Pension Investment Board | 144,219 | $2,569 萬 | 0.09% | +16,368+12.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 149,838 | $2,592 萬 | 0.04% | +13,985+10.3% | 加碼 |
| Bank of Nova Scotia | 146,794 | $2,615 萬 | 0.05% | +50,066+51.8% | 加碼 |
| Federated Hermes, Inc. | 151,069 | $2,691 萬 | 0.05% | −45,384−23.1% | 減碼 |
| Guggenheim Capital LLC | 158,789 | $2,829 萬 | 0.21% | +27,673+21.1% | 加碼 |
| B&I Capital AG | 161,440 | $2,876 萬 | 9.96% | +8,650+5.7% | 加碼 |
| Zurich Insurance Group Ltd | 163,725 | $2,917 萬 | 0.21% | −162,442−49.8% | 減碼 |
| Cetera Investment Advisers | 164,774 | $2,935 萬 | 0.03% | +61,890+60.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 165,668 | $2,951 萬 | 0.21% | +118,860+253.9% | 加碼 |
| Mediolanum International Funds Ltd | 169,297 | $2,983 萬 | 0.31% | +101,355+149.2% | 加碼 |
| Czech National Bank | 169,867 | $3,026 萬 | 0.21% | +18,011+11.9% | 加碼 |
| Ensign Peak Advisors, Inc | 171,598 | $3,057 萬 | 0.05% | −7,852−4.4% | 減碼 |
| Marshall Wace, LLP | 172,775 | $3,078 萬 | 0.03% | −304,040−63.8% | 減碼 |
| Metis Global Partners, LLC | 179,077 | $3,190 萬 | 0.75% | +45,113+33.7% | 加碼 |
| Umb Bank N A | 179,936 | $3,205 萬 | 0.47% | −22,963−11.3% | 減碼 |
| State of Michigan Retirement System | 180,909 | $3,223 萬 | 0.15% | +12,000+7.1% | 加碼 |
| Nissay Asset Management Corp | 182,296 | $3,247 萬 | 0.18% | +7,914+4.5% | 加碼 |
| Los Angeles Capital Management LLC | 183,896 | $3,276 萬 | 0.11% | +140,493+323.7% | 加碼 |
| MetLife Investment Management | 184,674 | $3,290 萬 | 0.16% | +8,189+4.6% | 加碼 |
| Arizona State Retirement System | 191,042 | $3,403 萬 | 0.18% | +1,483+0.8% | 加碼 |
| Sanctuary Advisors, LLC | 191,937 | $3,419 萬 | 0.20% | +6,608+3.6% | 加碼 |
| Erste Asset Management GmbH | 195,527 | $3,441 萬 | 0.33% | +16,377+9.1% | 加碼 |
| Prudential PLC | 196,862 | $3,507 萬 | 0.26% | +44,370+29.1% | 加碼 |
| Groupama Asset Managment | 183,268 | $3,543 萬 | 0.52% | +4,198+2.3% | 加碼 |
| Creative Planning | 200,963 | $3,580 萬 | 0.03% | +20,738+11.5% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 207,085 | $3,689 萬 | 0.19% | +3,850+1.9% | 加碼 |
| Ci Investments Inc. | 207,744 | $3,701 萬 | 0.13% | −14,260−6.4% | 減碼 |
| Toroso Investments, LLC | 209,912 | $3,739 萬 | 0.16% | +9,021+4.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 209,927 | $3,740 萬 | 0.12% | +35,068+20.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 211,810 | $3,773 萬 | 0.11% | +210,636+17,941.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 213,205 | $3,798 萬 | 0.10% | −285,375−57.2% | 減碼 |
| Hazelview Securities Inc. | 215,066 | $3,831 萬 | 7.22% | −59,782−21.8% | 減碼 |
| State of Tennessee, Treasury Department | 215,660 | $3,842 萬 | 0.13% | +21,058+10.8% | 加碼 |
| NewEdge Wealth, LLC | 208,401 | $3,884 萬 | 0.56% | +7,950+4.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 221,160 | $3,940 萬 | 0.02% | +3,100+1.4% | 加碼 |
| Braun Stacey Associates Inc | 227,012 | $4,044 萬 | 1.32% | −840−0.4% | 減碼 |
| IFM Investors Pty Ltd | 232,838 | $4,072 萬 | 0.36% | +2,471+1.1% | 加碼 |
| Forsta Ap-Fonden | 228,800 | $4,076 萬 | 0.24% | +29,500+14.8% | 加碼 |
| Cerity Partners LLC | 236,328 | $4,210 萬 | 0.07% | +1,410+0.6% | 加碼 |
| TD Asset Management Inc | 239,515 | $4,267 萬 | 0.03% | +11,149+4.9% | 加碼 |
| Natixis | 240,093 | $4,277 萬 | 0.23% | −13,710−5.4% | 減碼 |
| Citadel Advisors LLC | 240,242 | $4,280 萬 | 0.03% | −726,128−75.1% | 減碼 |
| KLP Kapitalforvaltning AS | 240,246 | $4,280 萬 | 0.17% | +6,400+2.7% | 加碼 |
| Advisor Group Holdings, Inc. | 244,481 | $4,315 萬 | 0.06% | +167,612+218.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 248,368 | $4,424 萬 | 0.36% | +16,337+7.0% | 加碼 |
| Nisa Investment Advisors, LLC | 253,549 | $4,517 萬 | 0.17% | −10,374−3.9% | 減碼 |
| Stifel Financial Corp | 257,290 | $4,584 萬 | 0.04% | +21,291+9.0% | 加碼 |
| FIL Ltd | 261,371 | $4,656 萬 | 0.04% | −14,235−5.2% | 減碼 |
| CIBC Bancorp USA Inc. | 264,766 | $4,717 萬 | 0.28% | +264,766 | 新進 |
| Factory Mutual Insurance Co | 266,800 | $4,753 萬 | 0.46% | +1,500+0.6% | 加碼 |
| CIBC World Markets Inc. | 281,761 | $5,019 萬 | 0.10% | +27,082+10.6% | 加碼 |
| National Bank of Canada | 284,108 | $5,061 萬 | 0.06% | −360,460−55.9% | 減碼 |
| CORDA Investment Management, LLC. | 286,763 | $5,108 萬 | 3.59% | −4,918−1.7% | 減碼 |
| SG Americas Securities, LLC | 287,275 | $5,118 萬 | 0.19% | +267,594+1,359.7% | 加碼 |
| Acadian Asset Management LLC | 291,938 | $5,200 萬 | 0.09% | −81,083−21.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 298,617 | $5,320 萬 | 0.23% | −65,442−18.0% | 減碼 |
| Treasurer of the State of North Carolina | 300,887 | $5,360 萬 | 0.17% | −5,172−1.7% | 減碼 |
| Teacher Retirement System of Texas | 304,937 | $5,432 萬 | 0.22% | +73,002+31.5% | 加碼 |
| Capital Research Global Investors | 306,310 | $5,457 萬 | 0.01% | 00.0% | 不變 |