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
- 1,437
- 較 2025 年第 3 季 +127 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
- 212
- 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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 105,594 | $1,960 萬 | 0.15% | −35,827−25.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 106,254 | $1,972 萬 | 0.31% | −422−0.4% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 107,160 | $1,989 萬 | 0.18% | +107,160 | 新進 |
| ABN AMRO Bank N.V. | 107,539 | $1,991 萬 | 0.19% | +3,172+3.0% | 加碼 |
| Groupe la Francaise | 107,814 | $2,001 萬 | 0.29% | −21,485−16.6% | 減碼 |
| Ethic Inc. | 110,515 | $2,051 萬 | 0.32% | +1,632+1.5% | 加碼 |
| Xponance, Inc. | 111,358 | $2,067 萬 | 0.16% | +7,856+7.6% | 加碼 |
| Utah Retirement Systems | 111,542 | $2,070 萬 | 0.20% | +998+0.9% | 加碼 |
| 1832 Asset Management L.P. | 112,407 | $2,086 萬 | 0.03% | −593,580−84.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 112,618 | $2,090 萬 | 0.16% | −7,242−6.0% | 減碼 |
| Vestcor Inc | 113,609 | $2,109 萬 | 0.60% | −1,146−1.0% | 減碼 |
| Calamos Advisors LLC | 113,656 | $2,110 萬 | 0.09% | −4,615−3.9% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 114,140 | $2,119 萬 | 0.31% | 00.0% | 不變 |
| Kempen Capital Management N.V. | 116,066 | $2,154 萬 | 0.18% | +11,157+10.6% | 加碼 |
| Vert Asset Management LLC | 116,162 | $2,156 萬 | 7.17% | −21,603−15.7% | 減碼 |
| Woodline Partners LP | 116,629 | $2,165 萬 | 0.08% | +28,386+32.2% | 加碼 |
| USS Investment Management Ltd | 118,346 | $2,196 萬 | 0.11% | +6,821+6.1% | 加碼 |
| British Columbia Investment Management Corp | 118,681 | $2,203 萬 | 0.12% | +24,591+26.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 121,522 | $2,231 萬 | 0.03% | +42,735+54.2% | 加碼 |
| Amalgamated Bank | 126,305 | $2,344 萬 | 0.17% | −1,686−1.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 126,797 | $2,353 萬 | 0.06% | −85,013−40.1% | 減碼 |
| Mercer Global Advisors Inc | 128,993 | $2,394 萬 | 0.04% | +3,595+2.9% | 加碼 |
| WestEnd Advisors, LLC | 130,631 | $2,425 萬 | 0.56% | −4,978−3.7% | 減碼 |
| Assetmark, Inc | 131,066 | $2,433 萬 | 0.05% | +5,488+4.4% | 加碼 |
| Jones Financial Companies LLLP | 131,071 | $2,433 萬 | 0.01% | +16,161+14.1% | 加碼 |
| Rockefeller Capital Management L.P. | 131,768 | $2,446 萬 | 0.04% | +10,712+8.8% | 加碼 |
| Andra AP-fonden | 135,100 | $2,508 萬 | 0.31% | −2,700−2.0% | 減碼 |
| DnB Asset Management AS | 135,115 | $2,508 萬 | 0.09% | −5,766−4.1% | 減碼 |
| Varma Mutual Pension Insurance Co | 137,676 | $2,555 萬 | 0.15% | +900+0.7% | 加碼 |
| Swiss Life Asset Management Ltd | 138,267 | $2,566 萬 | 0.13% | +13,254+10.6% | 加碼 |
| Colony Group, LLC | 139,767 | $2,594 萬 | 0.03% | +97,153+228.0% | 加碼 |
| ProShare Advisors LLC | 144,239 | $2,677 萬 | 0.05% | +11,529+8.7% | 加碼 |
| GEM Realty Capital | 145,803 | $2,706 萬 | 2.43% | +12,187+9.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 148,420 | $2,755 萬 | 0.23% | +148,420 | 新進 |
| Ensign Peak Advisors, Inc | 149,310 | $2,771 萬 | 0.05% | −22,288−13.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 150,147 | $2,787 萬 | 0.07% | +150,147 | 新進 |
| Capital International Sarl | 150,674 | $2,797 萬 | 0.45% | +101,947+209.2% | 加碼 |
| Thrivent Financial for Lutherans | 151,666 | $2,816 萬 | 0.05% | +30,939+25.6% | 加碼 |
| Quantinno Capital Management LP | 159,570 | $2,962 萬 | 0.06% | +44,707+38.9% | 加碼 |
| Balyasny Asset Management LLC | 159,778 | $2,966 萬 | 0.06% | −217,770−57.7% | 減碼 |
| CIBC Asset Management Inc | 161,259 | $2,993 萬 | 0.07% | +68,547+73.9% | 加碼 |
| Banco Santander, S.A. | 165,390 | $3,070 萬 | 0.23% | +60,703+58.0% | 加碼 |
| Guggenheim Capital LLC | 166,415 | $3,089 萬 | 0.23% | +7,626+4.8% | 加碼 |
| Acadian Asset Management LLC | 167,239 | $3,103 萬 | 0.05% | −124,699−42.7% | 減碼 |
| Teacher Retirement System of Texas | 169,742 | $3,151 萬 | 0.11% | −135,195−44.3% | 減碼 |
| Gotham Asset Management, LLC | 170,159 | $3,158 萬 | 0.12% | +27,772+19.5% | 加碼 |
| Prudential PLC | 171,108 | $3,176 萬 | 0.25% | −25,754−13.1% | 減碼 |
| Hazelview Securities Inc. | 170,783 | $3,193 萬 | 6.15% | −44,283−20.6% | 減碼 |
| Umb Bank N A | 172,548 | $3,203 萬 | 0.43% | −7,388−4.1% | 減碼 |
| Renaissance Technologies LLC | 173,063 | $3,212 萬 | 0.05% | −188,600−52.1% | 減碼 |
| Public Sector Pension Investment Board | 174,787 | $3,244 萬 | 0.11% | +30,568+21.2% | 加碼 |
| Groupama Asset Managment | 177,503 | $3,295 萬 | 0.48% | −5,765−3.1% | 減碼 |
| Bank of Nova Scotia | 178,091 | $3,305 萬 | 0.05% | +31,297+21.3% | 加碼 |
| NEOS Investment Management LLC | 179,251 | $3,327 萬 | 0.19% | +47,762+36.3% | 加碼 |
| State of Michigan Retirement System | 179,709 | $3,336 萬 | 0.16% | −1,200−0.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 180,643 | $3,353 萬 | 0.13% | +50,737+39.1% | 加碼 |
| Czech National Bank | 180,974 | $3,359 萬 | 0.22% | +11,107+6.5% | 加碼 |
| Federated Hermes, Inc. | 181,670 | $3,372 萬 | 0.06% | +30,601+20.3% | 加碼 |
| B&I Capital AG | 181,840 | $3,375 萬 | 12.00% | +20,400+12.6% | 加碼 |
| MetLife Investment Management | 183,644 | $3,409 萬 | 0.16% | −1,030−0.6% | 減碼 |
| Erste Asset Management GmbH | 182,606 | $3,457 萬 | 0.29% | −12,921−6.6% | 減碼 |
| Nissay Asset Management Corp | 190,183 | $3,530 萬 | 0.18% | +7,887+4.3% | 加碼 |
| Citadel Advisors LLC | 190,187 | $3,530 萬 | 0.02% | −50,055−20.8% | 減碼 |
| Metis Global Partners, LLC | 191,852 | $3,561 萬 | 0.84% | +12,775+7.1% | 加碼 |
| Sanctuary Advisors, LLC | 192,466 | $3,572 萬 | 0.20% | +529+0.3% | 加碼 |
| Arizona State Retirement System | 192,892 | $3,580 萬 | 0.19% | +1,850+1.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 195,052 | $3,621 萬 | 0.05% | +45,214+30.2% | 加碼 |
| Mackenzie Financial Corp | 195,238 | $3,663 萬 | 0.04% | +92,734+90.5% | 加碼 |
| Zurich Insurance Group Ltd | 201,194 | $3,734 萬 | 0.26% | +37,469+22.9% | 加碼 |
| Cetera Investment Advisers | 204,802 | $3,801 萬 | 0.04% | +40,028+24.3% | 加碼 |
| Toroso Investments, LLC | 211,419 | $3,924 萬 | 0.16% | +1,507+0.7% | 加碼 |
| Creative Planning | 211,603 | $3,928 萬 | 0.03% | +10,640+5.3% | 加碼 |
| EP Wealth Advisors, LLC | 214,614 | $3,983 萬 | 0.21% | +214,614 | 新進 |
| Ci Investments Inc. | 214,700 | $3,985 萬 | 0.17% | +6,956+3.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 382,262 | $4,016 萬 | 0.08% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 216,539 | $4,019 萬 | 0.45% | +8,138+3.9% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 217,934 | $4,045 萬 | 0.20% | +10,849+5.2% | 加碼 |
| State of Tennessee, Treasury Department | 220,752 | $4,158 萬 | 0.13% | +5,092+2.4% | 加碼 |
| Braun Stacey Associates Inc | 224,153 | $4,161 萬 | 1.35% | −2,859−1.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 224,453 | $4,166 萬 | 0.02% | +3,293+1.5% | 加碼 |
| Nisa Investment Advisors, LLC | 229,202 | $4,254 萬 | 0.14% | −24,347−9.6% | 減碼 |
| Squarepoint Ops LLC | 237,053 | $4,400 萬 | 0.09% | +219,213+1,228.8% | 加碼 |
| Natixis | 237,243 | $4,403 萬 | 0.17% | −2,850−1.2% | 減碼 |
| IFM Investors Pty Ltd | 241,967 | $4,491 萬 | 0.37% | +9,129+3.9% | 加碼 |
| Forsta Ap-Fonden | 242,600 | $4,503 萬 | 0.27% | +13,800+6.0% | 加碼 |
| Cerity Partners LLC | 245,423 | $4,555 萬 | 0.07% | +9,095+3.8% | 加碼 |
| Factory Mutual Insurance Co | 245,600 | $4,559 萬 | 0.46% | −21,200−7.9% | 減碼 |
| Advisor Group Holdings, Inc. | 258,764 | $4,804 萬 | 0.07% | +14,283+5.8% | 加碼 |
| SG Americas Securities, LLC | 260,308 | $4,832 萬 | 0.06% | −26,967−9.4% | 減碼 |
| CIBC World Markets Corp | 260,546 | $4,836 萬 | 0.24% | +260,546 | 新進 |
| Artisan Partners Limited Partnership | 262,930 | $4,880 萬 | 0.07% | −202,263−43.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 265,169 | $4,922 萬 | 0.39% | +16,801+6.8% | 加碼 |
| M.D. Sass Investors Services, Inc. | 273,040 | $5,068 萬 | 3.99% | −53,792−16.5% | 減碼 |
| Stifel Financial Corp | 279,367 | $5,186 萬 | 0.05% | +22,077+8.6% | 加碼 |
| CORDA Investment Management, LLC. | 279,630 | $5,190 萬 | 3.77% | −7,133−2.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 280,819 | $5,212 萬 | 0.15% | +70,892+33.8% | 加碼 |
| FIL Ltd | 282,899 | $5,251 萬 | 0.04% | +21,528+8.2% | 加碼 |
| Uniplan Investment Counsel, Inc. | 286,847 | $5,324 萬 | 5.35% | −37,929−11.7% | 減碼 |
| Treasurer of the State of North Carolina | 288,112 | $5,348 萬 | 0.17% | −12,775−4.2% | 減碼 |
| KLP Kapitalforvaltning AS | 291,146 | $5,404 萬 | 0.21% | +50,900+21.2% | 加碼 |