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 4 季 13F 持有人
Welltower Inc. 在 2025/12/31 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
- 1,438
- 較 2025 年第 3 季 +128 家
- 持有股數
- 6.76 億
- 較 2025 年第 3 季 +5,244 萬 (+8.4%)
- 總市值
- $1,255 億
- 較 2025 年第 3 季 +$144.1 億 (+13.0%)
- 新進機構
- 213
- 另有 611 家加碼
- 清倉機構
- 85
- 另有 408 家減碼
另有 27 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 92,421,471 | $171.5 億 | 0.25% | +2,643,088+2.9% | 加碼 |
| BlackRock, Inc. | 72,780,654 | $135.1 億 | 0.23% | +3,365,563+4.8% | 加碼 |
| Capital International Investors | 47,431,769 | $88.1 億 | 1.38% | +915,514+2.0% | 加碼 |
| State Street Corp | 41,760,328 | $77.5 億 | 0.26% | +506,374+1.2% | 加碼 |
| Cohen & Steers, Inc. | 33,513,672 | $62.2 億 | 11.25% | −55,663−0.2% | 減碼 |
| Norges Bank | 29,450,268 | $54.7 億 | 0.58% | +29,450,268 | 新進 |
| FMR LLC | 20,823,073 | $38.6 億 | 0.20% | +929,150+4.7% | 加碼 |
| Bank of America Corp | 20,403,258 | $37.9 億 | 0.28% | +1,024,668+5.3% | 加碼 |
| Wellington Management Group LLP | 18,654,487 | $34.6 億 | 0.61% | −1,363,479−6.8% | 減碼 |
| Geode Capital Management, LLC | 17,007,371 | $31.6 億 | 0.19% | +774,692+4.8% | 加碼 |
| Price T Rowe Associates Inc | 16,826,035 | $31.2 億 | 0.34% | +1,734,922+11.5% | 加碼 |
| Capital World Investors | 10,744,520 | $19.9 億 | 0.27% | +6,497,258+153.0% | 加碼 |
| Principal Financial Group Inc | 10,094,083 | $18.7 億 | 0.96% | −89,976−0.9% | 減碼 |
| Morgan Stanley | 10,067,111 | $18.7 億 | 0.11% | +472,270+4.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,223,095 | $17.1 億 | 1.50% | +2,043,356+28.5% | 加碼 |
| Northern Trust Corp | 8,986,312 | $16.7 億 | 0.21% | −119,756−1.3% | 減碼 |
| JPMorgan Chase & Co | 8,440,994 | $15.7 億 | 0.11% | +626,311+8.0% | 加碼 |
| Charles Schwab Investment Management Inc | 8,405,589 | $15.6 億 | 0.24% | +422,037+5.3% | 加碼 |
| Dimensional Fund Advisors LP | 8,287,084 | $15.4 億 | 0.32% | +878,914+11.9% | 加碼 |
| Legal & General Group Plc | 7,307,319 | $13.6 億 | 0.30% | +586,323+8.7% | 加碼 |
| Invesco Ltd. | 6,916,027 | $12.8 億 | 0.12% | −90,018−1.3% | 減碼 |
| Deutsche Bank AG | 5,736,928 | $10.6 億 | 0.35% | +990,176+20.9% | 加碼 |
| Centersquare Investment Management LLC | 5,542,002 | $10.3 億 | 10.15% | +284,812+5.4% | 加碼 |
| Nuveen, LLC | 5,065,776 | $9.40 億 | 0.25% | −7,485−0.1% | 減碼 |
| Daiwa Securities Group Inc. | 4,477,906 | $8.31 億 | 2.70% | −429,532−8.8% | 減碼 |
| Goldman Sachs Group Inc | 4,474,117 | $8.30 億 | 0.12% | −1,594,320−26.3% | 減碼 |
| Bank of New York Mellon Corp | 4,028,436 | $7.48 億 | 0.13% | +15,503+0.4% | 加碼 |
| Resolution Capital Ltd | 3,571,378 | $6.63 億 | 14.65% | −631,706−15.0% | 減碼 |
| Amundi | 3,500,893 | $6.50 億 | 0.18% | −645,562−15.6% | 減碼 |
| WCM Investment Management, LLC | 3,281,537 | $6.17 億 | 1.27% | +3,139,923+2,217.2% | 加碼 |
| Cbre Clarion Securities LLC | 3,229,678 | $5.99 億 | 8.80% | +185,733+6.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,185,340 | $5.91 億 | 0.35% | +16,150+0.5% | 加碼 |
| Prudential Financial Inc | 2,929,178 | $5.44 億 | 0.66% | −178,728−5.8% | 減碼 |
| HSBC Holdings PLC | 2,890,794 | $5.37 億 | 0.31% | +529,505+22.4% | 加碼 |
| Russell Investments Group, Ltd. | 2,713,841 | $5.04 億 | 0.55% | −667,625−19.7% | 減碼 |
| Ameriprise Financial Inc | 2,715,378 | $4.96 億 | 0.11% | −56,869−2.1% | 減碼 |
| Duff & Phelps Investment Management Co | 2,609,690 | $4.84 億 | 5.49% | +105,658+4.2% | 加碼 |
| SEI Investments Co | 2,410,842 | $4.47 億 | 0.44% | +104,216+4.5% | 加碼 |
| PGGM Investments | 2,038,211 | $3.78 億 | 5.99% | −762,541−27.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,966,128 | $3.68 億 | 0.25% | +139,771+7.7% | 加碼 |
| Nordea Investment Management AB | 1,930,894 | $3.59 億 | 0.31% | +204,317+11.8% | 加碼 |
| National Pension Service | 1,918,528 | $3.56 億 | 0.26% | +226,597+13.4% | 加碼 |
| Swiss National Bank | 1,832,800 | $3.40 億 | 0.20% | −52,300−2.8% | 減碼 |
| UBS Group AG | 1,762,436 | $3.27 億 | 0.06% | −1,515,685−46.2% | 減碼 |
| Standard Life Aberdeen plc | 1,720,000 | $3.19 億 | 0.49% | −4,132−0.2% | 減碼 |
| California Public Employees Retirement System | 1,662,173 | $3.09 億 | 0.18% | −9,072−0.5% | 減碼 |
| APG Asset Management US Inc. | 1,657,317 | $3.08 億 | 2.41% | +64,553+4.1% | 加碼 |
| Barclays PLC | 1,650,938 | $3.06 億 | 0.12% | −178,233−9.7% | 減碼 |
| Schroder Investment Management Group | 1,632,233 | $3.03 億 | 0.23% | −95,306−5.5% | 減碼 |
| Great West Life Assurance Co | 1,498,905 | $2.78 億 | 0.48% | −163,339−9.8% | 減碼 |
| American Century Companies Inc | 1,374,551 | $2.55 億 | 0.13% | +125,231+10.0% | 加碼 |
| Voya Investment Management LLC | 1,352,389 | $2.50 億 | 0.25% | −139,334−9.3% | 減碼 |
| Rhumbline Advisers | 1,336,459 | $2.48 億 | 0.20% | +53,907+4.2% | 加碼 |
| Asset Management One Co.,Ltd. | 1,295,970 | $2.46 億 | 0.68% | +28,894+2.3% | 加碼 |
| Alliancebernstein L.P. | 1,309,646 | $2.43 億 | 0.08% | +16,920+1.3% | 加碼 |
| Nomura Asset Management Co Ltd | 1,303,156 | $2.42 億 | 0.61% | −57,999−4.3% | 減碼 |
| Bamco Inc | 1,277,492 | $2.37 億 | 0.64% | +90,558+7.6% | 加碼 |
| Wells Fargo & Company | 1,264,878 | $2.35 億 | 0.05% | +144,058+12.9% | 加碼 |
| Castle Hook Partners LP | 1,249,056 | $2.32 億 | 3.33% | −50,845−3.9% | 減碼 |
| Public Employees Retirement System of Ohio | 1,218,219 | $2.26 億 | 0.71% | +5,322+0.4% | 加碼 |
| Nomura Asset Management International Inc. | 1,215,273 | $2.26 億 | 0.34% | +1,215,273 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,167,278 | $2.18 億 | 0.35% | −13,759−1.2% | 減碼 |
| Lasalle Investment Management Securities LLC | 1,140,399 | $2.12 億 | 8.48% | −52,888−4.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,128,958 | $2.10 億 | 0.45% | +333,928+42.0% | 加碼 |
| Zimmer Partners, LP | 1,116,725 | $2.07 億 | 5.46% | +10,480+0.9% | 加碼 |
| Citigroup Inc | 1,091,922 | $2.03 億 | 0.14% | +461,387+73.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,089,624 | $2.02 億 | 0.15% | −699,067−39.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,081,882 | $2.01 億 | 0.13% | +287,921+36.3% | 加碼 |
| KBC Group NV | 1,065,357 | $1.98 億 | 0.45% | +98,879+10.2% | 加碼 |
| California State Teachers Retirement System | 1,042,366 | $1.93 億 | 0.19% | +7,302+0.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,032,264 | $1.92 億 | 0.22% | +819,059+384.2% | 加碼 |
| Adelante Capital Management LLC | 1,005,930 | $1.87 億 | 13.02% | +26,548+2.7% | 加碼 |
| Royal Bank of Canada | 1,004,255 | $1.86 億 | 0.03% | +190,754+23.4% | 加碼 |
| Aew Capital Management L P | 973,236 | $1.81 億 | 13.07% | −231,824−19.2% | 減碼 |
| Actiam N.V. | 951,354 | $1.77 億 | 1.78% | +49,830+5.5% | 加碼 |
| TD Asset Management Inc | 932,124 | $1.73 億 | 0.14% | +692,609+289.2% | 加碼 |
| Raymond James Financial Inc | 920,371 | $1.71 億 | 0.05% | +113,608+14.1% | 加碼 |
| Canada Pension Plan Investment Board | 916,022 | $1.70 億 | 0.11% | +444,787+94.4% | 加碼 |
| Heitman Real Estate Securities LLC | 892,711 | $1.66 億 | 11.65% | −85,847−8.8% | 減碼 |
| Pictet Asset Management Holding SA | 850,826 | $1.58 億 | 0.15% | +57,747+7.3% | 加碼 |
| Allianz Asset Management GmbH | 827,076 | $1.54 億 | 0.18% | −4,212−0.5% | 減碼 |
| Natixis Advisors, L.P. | 791,122 | $1.47 億 | 0.21% | +115,849+17.2% | 加碼 |
| Storebrand Asset Management AS | 778,696 | $1.45 億 | 0.39% | +98,519+14.5% | 加碼 |
| New York State Common Retirement Fund | 760,528 | $1.41 億 | 0.19% | −6,737−0.9% | 減碼 |
| Congress Asset Management Co | 753,330 | $1.40 億 | 0.98% | +164,708+28.0% | 加碼 |
| Capital International Inc | 744,277 | $1.38 億 | 1.09% | +60,176+8.8% | 加碼 |
| Macquarie Group Ltd | 720,895 | $1.34 億 | 0.59% | −969,263−57.3% | 減碼 |
| STRS Ohio | 720,324 | $1.34 億 | 0.50% | +24,266+3.5% | 加碼 |
| Janus Henderson Group PLC | 688,968 | $1.28 億 | 0.06% | +47,428+7.4% | 加碼 |
| Envestnet Asset Management Inc | 680,683 | $1.26 億 | 0.04% | +182,667+36.7% | 加碼 |
| Swedbank AB | 677,186 | $1.26 億 | 0.12% | −17,865−2.6% | 減碼 |
| Qube Research & Technologies Ltd | 665,830 | $1.24 億 | 0.18% | −1,151,072−63.4% | 減碼 |
| Neuberger Berman Group LLC | 652,174 | $1.21 億 | 0.09% | −49,869−7.1% | 減碼 |
| Korea Investment CORP | 640,808 | $1.19 億 | 0.23% | −159,666−19.9% | 減碼 |
| Los Angeles Capital Management LLC | 643,574 | $1.16 億 | 0.40% | +459,678+250.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 591,681 | $1.10 億 | 0.19% | +10,048+1.7% | 加碼 |
| Aviva PLC | 548,820 | $1.02 億 | 0.17% | +29,266+5.6% | 加碼 |
| Bank of Montreal | 541,541 | $1.01 億 | 0.04% | +37,493+7.4% | 加碼 |
| Retirement Systems of Alabama | 529,557 | $9,829 萬 | 0.32% | +33,271+6.7% | 加碼 |
| Apollo Management Holdings, L.P. | 514,660 | $9,553 萬 | 0.95% | +514,660 | 新進 |