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 |
|---|---|---|---|---|---|
| STRS Ohio | 725,242 | $1.43 億 | 0.57% | +4,918+0.7% | 加碼 |
| FIL Ltd | 677,782 | $1.34 億 | 0.10% | +394,883+139.6% | 加碼 |
| Macquarie Group Ltd | 677,099 | $1.34 億 | 0.80% | −43,796−6.1% | 減碼 |
| Marshall Wace, LLP | 675,946 | $1.34 億 | 0.14% | +675,946 | 新進 |
| 1832 Asset Management L.P. | 656,987 | $1.30 億 | 0.17% | +544,580+484.5% | 加碼 |
| Neuberger Berman Group LLC | 650,212 | $1.29 億 | 0.10% | −1,962−0.3% | 減碼 |
| Swedbank AB | 633,469 | $1.25 億 | 0.13% | −43,717−6.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 625,106 | $1.24 億 | 0.19% | +139,800+28.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 595,007 | $1.18 億 | 0.22% | +3,326+0.6% | 加碼 |
| Bank of Montreal | 592,204 | $1.17 億 | 0.05% | +50,663+9.4% | 加碼 |
| TCW Group Inc | 571,230 | $1.13 億 | 0.85% | +136,858+31.5% | 加碼 |
| Aviva PLC | 566,969 | $1.12 億 | 0.19% | +18,149+3.3% | 加碼 |
| Retirement Systems of Alabama | 537,291 | $1.06 億 | 0.35% | +7,734+1.5% | 加碼 |
| Fred Alger Management, LLC | 533,533 | $1.05 億 | 0.46% | +474,114+797.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 525,200 | $1.04 億 | 0.40% | +21,875+4.3% | 加碼 |
| New York State Teachers Retirement System | 523,486 | $1.03 億 | 0.21% | +47,963+10.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 513,811 | $1.02 億 | 0.25% | +17,548+3.5% | 加碼 |
| Jones Financial Companies LLLP | 509,139 | $9,968 萬 | 0.05% | +378,068+288.4% | 加碼 |
| Franklin Resources Inc | 480,374 | $9,497 萬 | 0.02% | +7,421+1.6% | 加碼 |
| Balyasny Asset Management LLC | 475,776 | $9,407 萬 | 0.18% | +315,998+197.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 475,209 | $9,395 萬 | 0.48% | +90,664+23.6% | 加碼 |
| Van Eck Associates Corp | 471,607 | $9,324 萬 | 0.07% | +89,412+23.4% | 加碼 |
| LPL Financial LLC | 451,343 | $8,923 萬 | 0.02% | +84,438+23.0% | 加碼 |
| Holocene Advisors, LP | 443,765 | $8,774 萬 | 0.21% | +443,765 | 新進 |
| First Trust Advisors LP | 431,978 | $8,541 萬 | 0.06% | +8,854+2.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 435,657 | $8,534 萬 | 0.43% | +23,227+5.6% | 加碼 |
| AQR Capital Management LLC | 430,296 | $8,373 萬 | 0.04% | −46,453−9.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 421,758 | $8,339 萬 | 0.07% | +150.0% | 加碼 |
| Squarepoint Ops LLC | 419,548 | $8,295 萬 | 0.18% | +182,495+77.0% | 加碼 |
| State of Alaska, Department of Revenue | 417,581 | $8,256 萬 | 0.89% | +9,175+2.2% | 加碼 |
| Erste Asset Management GmbH | 420,913 | $8,225 萬 | 0.76% | +238,307+130.5% | 加碼 |
| Millennium Management LLC | 413,769 | $8,181 萬 | 0.06% | +370,557+857.5% | 加碼 |
| Danske Bank A/S | 413,637 | $8,178 萬 | 0.20% | −2,883−0.7% | 減碼 |
| Virginia Retirement Systems Et Al | 413,388 | $8,173 萬 | 0.61% | +24,228+6.2% | 加碼 |
| Primecap Management Co | 384,309 | $7,598 萬 | 0.06% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 382,262 | $7,592 萬 | 0.13% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 369,051 | $7,297 萬 | 0.17% | +22,248+6.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 361,093 | $7,139 萬 | 0.16% | +210,946+140.5% | 加碼 |
| Credit Agricole S A | 352,866 | $6,977 萬 | 0.23% | −53,245−13.1% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 346,029 | $6,841 萬 | 0.20% | −4,245−1.2% | 減碼 |
| Bowen Hanes & Co Inc | 345,956 | $6,840 萬 | 1.67% | 00.0% | 不變 |
| APG Asset Management N.V. | 396,613 | $6,806 萬 | 0.22% | +31,639+8.7% | 加碼 |
| Victory Capital Management Inc | 344,030 | $6,802 萬 | 0.04% | −85,845−20.0% | 減碼 |
| Royal London Asset Management Ltd | 339,522 | $6,713 萬 | 0.14% | +11,557+3.5% | 加碼 |
| UniSuper Management Pty Ltd | 338,455 | $6,692 萬 | 0.44% | −35,798−9.6% | 減碼 |
| Natixis | 318,076 | $6,289 萬 | 0.25% | +80,833+34.1% | 加碼 |
| Handelsbanken Fonder AB | 316,815 | $6,264 萬 | 0.21% | +1,218+0.4% | 加碼 |
| Hazelview Securities Inc. | 312,963 | $6,188 萬 | 11.52% | +142,180+83.3% | 加碼 |
| Ensign Peak Advisors, Inc | 308,894 | $6,107 萬 | 0.11% | +159,584+106.9% | 加碼 |
| Brookfield Asset Management Inc. | 307,019 | $6,070 萬 | 0.08% | +8,888+3.0% | 加碼 |
| Toronto Dominion Bank | 305,229 | $6,035 萬 | 0.12% | −95,947−23.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 303,844 | $6,007 萬 | 0.31% | −48,517−13.8% | 減碼 |
| KLP Kapitalforvaltning AS | 303,346 | $5,997 萬 | 0.24% | +12,200+4.2% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 300,000 | $5,950 萬 | 1.01% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 296,651 | $5,865 萬 | 0.80% | +197,207+198.3% | 加碼 |
| Stifel Financial Corp | 295,621 | $5,845 萬 | 0.05% | +16,254+5.8% | 加碼 |
| Treasurer of the State of North Carolina | 294,389 | $5,820 萬 | 0.18% | +6,277+2.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 293,393 | $5,801 萬 | 0.08% | −6,616−2.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 279,332 | $5,523 萬 | 0.16% | −1,487−0.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 275,111 | $5,515 萬 | 0.12% | +80,059+41.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 275,685 | $5,451 萬 | 0.44% | +10,516+4.0% | 加碼 |
| Advisor Group Holdings, Inc. | 275,119 | $5,441 萬 | 0.08% | +16,355+6.3% | 加碼 |
| Uniplan Investment Counsel, Inc. | 275,099 | $5,439 萬 | 5.58% | −11,748−4.1% | 減碼 |
| CORDA Investment Management, LLC. | 265,721 | $5,254 萬 | 3.63% | −13,909−5.0% | 減碼 |
| Toroso Investments, LLC | 259,104 | $5,123 萬 | 0.16% | +47,685+22.6% | 加碼 |
| CIBC Bancorp USA Inc. | 258,678 | $5,114 萬 | 0.07% | +258,678 | 新進 |
| Mackenzie Financial Corp | 256,459 | $5,070 萬 | 0.06% | +61,221+31.4% | 加碼 |
| M.D. Sass Investors Services, Inc. | 255,592 | $5,053 萬 | 3.83% | −17,448−6.4% | 減碼 |
| IFM Investors Pty Ltd | 252,190 | $4,986 萬 | 0.42% | +10,223+4.2% | 加碼 |
| Cerity Partners LLC | 247,551 | $4,894 萬 | 0.07% | +2,128+0.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 245,320 | $4,850 萬 | 0.26% | +96,900+65.3% | 加碼 |
| EP Wealth Advisors, LLC | 245,187 | $4,848 萬 | 0.24% | +30,573+14.2% | 加碼 |
| Capital International Sarl | 239,169 | $4,729 萬 | 0.77% | +88,495+58.7% | 加碼 |
| Hudson Bay Capital Management LP | 235,296 | $4,652 萬 | 0.28% | +235,296 | 新進 |
| The PNC Financial Services Group, Inc. | 227,950 | $4,507 萬 | 0.03% | +3,497+1.6% | 加碼 |
| Federated Hermes, Inc. | 227,140 | $4,491 萬 | 0.07% | +45,470+25.0% | 加碼 |
| Gotham Asset Management, LLC | 222,391 | $4,397 萬 | 0.13% | +52,232+30.7% | 加碼 |
| Braun Stacey Associates Inc | 222,073 | $4,391 萬 | 1.46% | −2,080−0.9% | 減碼 |
| NEOS Investment Management LLC | 220,336 | $4,356 萬 | 0.22% | +41,085+22.9% | 加碼 |
| Creative Planning | 220,074 | $4,351 萬 | 0.03% | +8,471+4.0% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 214,661 | $4,244 萬 | 0.22% | −3,273−1.5% | 減碼 |
| State of Tennessee, Treasury Department | 214,314 | $4,237 萬 | 0.14% | −6,438−2.9% | 減碼 |
| Tredje AP-fonden | 210,912 | $4,170 萬 | 0.23% | +105,318+99.7% | 加碼 |
| Ci Investments Inc. | 210,878 | $4,169 萬 | 0.20% | −3,822−1.8% | 減碼 |
| GWM Advisors LLC | 210,817 | $4,168 萬 | 0.15% | +192,332+1,040.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 210,328 | $4,158 萬 | 0.07% | +210,328 | 新進 |
| Metis Global Partners, LLC | 209,917 | $4,150 萬 | 1.02% | +18,065+9.4% | 加碼 |
| NewEdge Wealth, LLC | 208,939 | $4,131 萬 | 0.49% | −7,600−3.5% | 減碼 |
| Cetera Investment Advisers | 203,503 | $4,023 萬 | 0.04% | −1,299−0.6% | 減碼 |
| Nisa Investment Advisors, LLC | 201,848 | $3,991 萬 | 0.15% | −27,354−11.9% | 減碼 |
| Mediolanum International Funds Ltd | 203,690 | $3,978 萬 | 0.42% | +134,912+196.2% | 加碼 |
| Farallon Capital Management, L.L.C. | 200,000 | $3,954 萬 | 0.23% | −143,000−41.7% | 減碼 |
| DnB Asset Management AS | 199,890 | $3,952 萬 | 0.14% | +64,775+47.9% | 加碼 |
| Nissay Asset Management Corp | 198,770 | $3,930 萬 | 0.21% | +8,587+4.5% | 加碼 |
| Public Sector Pension Investment Board | 198,471 | $3,924 萬 | 0.12% | +23,684+13.6% | 加碼 |
| Factory Mutual Insurance Co | 191,900 | $3,794 萬 | 0.43% | −53,700−21.9% | 減碼 |
| Czech National Bank | 190,030 | $3,757 萬 | 0.25% | +9,056+5.0% | 加碼 |
| Arizona State Retirement System | 187,978 | $3,717 萬 | 0.22% | −4,914−2.5% | 減碼 |
| Quantinno Capital Management LP | 185,298 | $3,664 萬 | 0.06% | +25,728+16.1% | 加碼 |
| Sanctuary Advisors, LLC | 183,420 | $3,626 萬 | 0.20% | −9,046−4.7% | 減碼 |