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。
2026 年第 1 季 13F 持有人
Welltower Inc. 在 2026/3/31 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
- 1,498
- 較 2025 年第 4 季 +77 家
- 持有股數
- 6.75 億
- 較 2025 年第 4 季 +1.21 億 (+21.8%)
- 總市值
- $1,333 億
- 較 2025 年第 4 季 +$305.0 億 (+29.7%)
- 新進機構
- 178
- 另有 670 家加碼
- 清倉機構
- 101
- 另有 444 家減碼
另有 17 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 74,003,756 | $146.3 億 | 0.26% | +1,223,102+1.7% | 加碼 |
| Vanguard Capital Management LLC | 45,352,434 | $89.7 億 | 0.22% | +45,352,434 | 新進 |
| Vanguard Portfolio Management LLC | 41,863,049 | $82.8 億 | 0.43% | +41,863,049 | 新進 |
| State Street Corp | 41,560,777 | $82.2 億 | 0.28% | −199,551−0.5% | 減碼 |
| Cohen & Steers, Inc. | 35,845,277 | $70.9 億 | 12.31% | +2,331,605+7.0% | 加碼 |
| Capital International Investors | 35,817,366 | $70.8 億 | 1.66% | −11,614,403−24.5% | 減碼 |
| FMR LLC | 22,175,983 | $43.8 億 | 0.23% | +1,352,910+6.5% | 加碼 |
| Bank of America Corp | 21,750,501 | $43.0 億 | 0.31% | +1,347,243+6.6% | 加碼 |
| Geode Capital Management, LLC | 17,767,889 | $35.1 億 | 0.22% | +760,518+4.5% | 加碼 |
| Price T Rowe Associates Inc | 17,215,818 | $34.0 億 | 0.39% | +389,783+2.3% | 加碼 |
| Wellington Management Group LLP | 16,950,076 | $33.5 億 | 0.63% | −1,704,411−9.1% | 減碼 |
| Capital World Investors | 12,722,329 | $25.2 億 | 0.34% | +1,977,809+18.4% | 加碼 |
| Principal Financial Group Inc | 9,606,655 | $19.0 億 | 1.01% | −487,428−4.8% | 減碼 |
| Morgan Stanley | 9,046,607 | $17.9 億 | 0.11% | −1,020,504−10.1% | 減碼 |
| Northern Trust Corp | 8,999,817 | $17.8 億 | 0.24% | +13,505+0.2% | 加碼 |
| Charles Schwab Investment Management Inc | 8,829,439 | $17.5 億 | 0.27% | +423,850+5.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,768,922 | $17.3 億 | 1.58% | −454,173−4.9% | 減碼 |
| JPMorgan Chase & Co | 8,666,680 | $16.9 億 | 0.11% | +225,686+2.7% | 加碼 |
| Dimensional Fund Advisors LP | 8,345,022 | $16.5 億 | 0.34% | +57,938+0.7% | 加碼 |
| UBS Asset Management Americas Inc | 8,170,874 | $16.2 億 | 0.34% | +8,148,400+36,257.0% | 加碼 |
| Legal & General Group Plc | 7,239,197 | $14.3 億 | 0.33% | −68,122−0.9% | 減碼 |
| Goldman Sachs Group Inc | 6,734,131 | $13.3 億 | 0.17% | +2,260,014+50.5% | 加碼 |
| Invesco Ltd. | 6,634,404 | $13.1 億 | 0.13% | −281,623−4.1% | 減碼 |
| Capital Research Global Investors | 6,534,932 | $12.9 億 | 0.20% | +6,228,622+2,033.4% | 加碼 |
| Nuveen, LLC | 5,442,019 | $10.8 億 | 0.29% | +376,243+7.4% | 加碼 |
| Centersquare Investment Management LLC | 5,242,709 | $10.4 億 | 10.72% | −299,293−5.4% | 減碼 |
| Deutsche Bank AG | 5,144,394 | $10.2 億 | 0.34% | −592,534−10.3% | 減碼 |
| Daiwa Securities Group Inc. | 4,283,582 | $8.47 億 | 2.44% | −194,324−4.3% | 減碼 |
| Bank of New York Mellon Corp | 3,972,536 | $7.85 億 | 0.14% | −55,900−1.4% | 減碼 |
| Vanguard Fiduciary Trust Co | 3,926,660 | $7.76 億 | 0.20% | +3,926,660 | 新進 |
| Resolution Capital Ltd | 3,605,925 | $7.13 億 | 14.99% | +34,547+1.0% | 加碼 |
| Ameriprise Financial Inc | 3,560,107 | $6.95 億 | 0.16% | +844,729+31.1% | 加碼 |
| Amundi | 3,331,121 | $6.59 億 | 0.18% | −169,772−4.8% | 減碼 |
| HSBC Holdings PLC | 3,231,108 | $6.39 億 | 0.38% | +340,314+11.8% | 加碼 |
| WCM Investment Management, LLC | 3,256,983 | $6.36 億 | 1.45% | −24,554−0.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,177,717 | $6.28 億 | 0.41% | −7,623−0.2% | 減碼 |
| Prudential Financial Inc | 3,035,898 | $6.00 億 | 0.74% | +106,720+3.6% | 加碼 |
| Cbre Clarion Securities LLC | 3,006,833 | $5.94 億 | 8.81% | −222,845−6.9% | 減碼 |
| Russell Investments Group, Ltd. | 2,869,519 | $5.67 億 | 0.61% | +155,678+5.7% | 加碼 |
| SEI Investments Co | 2,658,479 | $5.26 億 | 0.48% | +247,637+10.3% | 加碼 |
| Duff & Phelps Investment Management Co | 2,632,540 | $5.20 億 | 5.40% | +22,850+0.9% | 加碼 |
| UBS Group AG | 2,464,410 | $4.87 億 | 0.09% | +701,974+39.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,137,546 | $4.23 億 | 0.28% | +171,418+8.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,079,154 | $4.11 億 | 0.32% | +989,530+90.8% | 加碼 |
| Canada Pension Plan Investment Board | 2,027,043 | $4.01 億 | 0.26% | +1,111,021+121.3% | 加碼 |
| Nordea Investment Management AB | 2,030,294 | $3.99 億 | 0.37% | +99,400+5.1% | 加碼 |
| Swiss National Bank | 2,014,200 | $3.98 億 | 0.23% | +181,400+9.9% | 加碼 |
| National Pension Service | 1,953,024 | $3.86 億 | 0.29% | +34,496+1.8% | 加碼 |
| Alliancebernstein L.P. | 2,035,089 | $3.78 億 | 0.12% | +725,443+55.4% | 加碼 |
| PGGM Investments | 1,751,383 | $3.46 億 | 6.07% | −286,828−14.1% | 減碼 |
| APG Asset Management US Inc. | 1,692,393 | $3.37 億 | 2.59% | +35,076+2.1% | 加碼 |
| Barclays PLC | 1,695,631 | $3.35 億 | 0.12% | +44,693+2.7% | 加碼 |
| Standard Life Aberdeen plc | 1,685,701 | $3.33 億 | 0.54% | −34,299−2.0% | 減碼 |
| Citadel Advisors LLC | 1,647,617 | $3.26 億 | 0.23% | +1,457,430+766.3% | 加碼 |
| Great West Life Assurance Co | 1,532,757 | $3.04 億 | 0.54% | +33,852+2.3% | 加碼 |
| Schroder Investment Management Group | 1,528,544 | $3.02 億 | 0.25% | −103,689−6.4% | 減碼 |
| Vanguard Global Advisers, LLC | 1,526,277 | $3.02 億 | 0.16% | +1,526,277 | 新進 |
| Wells Fargo & Company | 1,462,697 | $2.89 億 | 0.06% | +197,819+15.6% | 加碼 |
| California Public Employees Retirement System | 1,420,440 | $2.81 億 | 0.17% | −241,733−14.5% | 減碼 |
| Citigroup Inc | 1,366,340 | $2.70 億 | 0.17% | +274,418+25.1% | 加碼 |
| Nomura Asset Management Co Ltd | 1,366,105 | $2.70 億 | 0.70% | +62,949+4.8% | 加碼 |
| Bamco Inc | 1,344,941 | $2.66 億 | 0.80% | +67,449+5.3% | 加碼 |
| Voya Investment Management LLC | 1,348,208 | $2.66 億 | 0.28% | −4,181−0.3% | 減碼 |
| American Century Companies Inc | 1,328,735 | $2.63 億 | 0.14% | −45,816−3.3% | 減碼 |
| Asset Management One Co.,Ltd. | 1,299,958 | $2.57 億 | 0.76% | +3,988+0.3% | 加碼 |
| Rhumbline Advisers | 1,261,752 | $2.49 億 | 0.21% | −74,707−5.6% | 減碼 |
| Lasalle Investment Management Securities LLC | 1,212,631 | $2.40 億 | 9.48% | +72,232+6.3% | 加碼 |
| Vanguard Asset Management, Ltd | 1,198,867 | $2.37 億 | 0.20% | +1,198,867 | 新進 |
| Castle Hook Partners LP | 1,191,651 | $2.36 億 | 4.76% | −57,405−4.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,176,500 | $2.32 億 | 0.40% | +9,222+0.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,164,261 | $2.30 億 | 0.15% | +82,379+7.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,125,102 | $2.22 億 | 0.48% | −3,856−0.3% | 減碼 |
| Alphinity Investment Management Pty Ltd | 1,123,298 | $2.22 億 | 3.91% | +1,123,298 | 新進 |
| SG Americas Securities, LLC | 1,122,894 | $2.22 億 | 0.24% | +862,586+331.4% | 加碼 |
| Zimmer Partners, LP | 1,118,925 | $2.21 億 | 5.43% | +2,200+0.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,118,862 | $2.21 億 | 0.26% | +86,598+8.4% | 加碼 |
| Public Employees Retirement System of Ohio | 1,068,639 | $2.11 億 | 0.68% | −149,580−12.3% | 減碼 |
| KBC Group NV | 1,066,140 | $2.11 億 | 0.53% | +783+0.1% | 加碼 |
| Aew Capital Management L P | 1,063,905 | $2.10 億 | 15.26% | +90,669+9.3% | 加碼 |
| California State Teachers Retirement System | 1,035,323 | $2.05 億 | 0.22% | −7,043−0.7% | 減碼 |
| Adelante Capital Management LLC | 1,029,079 | $2.03 億 | 14.38% | +23,149+2.3% | 加碼 |
| Actiam N.V. | 997,300 | $1.97 億 | 1.93% | +45,946+4.8% | 加碼 |
| TD Asset Management Inc | 952,538 | $1.88 億 | 0.15% | +20,414+2.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 923,823 | $1.83 億 | 0.30% | +896,692+3,305.0% | 加碼 |
| Janus Henderson Group PLC | 898,586 | $1.78 億 | 0.08% | +209,618+30.4% | 加碼 |
| Raymond James Financial Inc | 894,179 | $1.77 億 | 0.05% | −26,192−2.8% | 減碼 |
| Royal Bank of Canada | 877,687 | $1.74 億 | 0.03% | −126,568−12.6% | 減碼 |
| Pictet Asset Management Holding SA | 871,607 | $1.72 億 | 0.18% | +20,781+2.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 863,293 | $1.71 億 | 0.66% | +799,103+1,244.9% | 加碼 |
| Natixis Advisors, L.P. | 843,869 | $1.67 億 | 0.23% | +52,747+6.7% | 加碼 |
| Envestnet Asset Management Inc | 837,279 | $1.66 億 | 0.04% | +156,596+23.0% | 加碼 |
| Capital International Inc | 822,750 | $1.63 億 | 1.25% | +78,473+10.5% | 加碼 |
| Heitman Real Estate Securities LLC | 815,770 | $1.61 億 | 11.59% | −76,941−8.6% | 減碼 |
| Nomura Asset Management International Inc. | 810,731 | $1.60 億 | 0.27% | −404,542−33.3% | 減碼 |
| Korea Investment CORP | 808,659 | $1.60 億 | 0.33% | +167,851+26.2% | 加碼 |
| Vanguard Investments Australia, Ltd. | 799,976 | $1.58 億 | 0.46% | +799,976 | 新進 |
| New York State Common Retirement Fund | 790,728 | $1.56 億 | 0.22% | +30,200+4.0% | 加碼 |
| Storebrand Asset Management AS | 786,605 | $1.56 億 | 0.45% | +7,909+1.0% | 加碼 |
| Congress Asset Management Co | 750,200 | $1.48 億 | 1.06% | −3,130−0.4% | 減碼 |
| Allianz Asset Management GmbH | 749,052 | $1.48 億 | 0.17% | −78,024−9.4% | 減碼 |