证券记录 · 已归档季度
WELL
Welltower Inc. · Real Estate · REIT - Healthcare Facilities
24被追踪持有人
+2Δ持有人
312.69M持有股份
$55.70B报告持仓市值
+2新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +9.1% ·
股份流向 +5.8% ·
净新建仓位 +4.2%
· 公式
广泛增持:持股数量上升,持有人数量增加
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 348.02K | $78.43M | n/a | n/a |
| Q2 2026 | 166 | +2 | 544.10M | $123.43B | +6 | −5 |
| Q1 2026 | 168 | +4 | 520.05M | $102.75B | +9 | −6 |
| Q4 2025 | 163 | -2 | 578.79M | $107.44B | +1 | −2 |
| Q3 2025 | 24 | +2 | 312.69M | $55.70B | +2 | −1 |
| Q2 2025 | 20 | +1 | 296.14M | $45.52B | +1 | n/a |
| Q1 2025 | 16 | +1 | 118.42M | $18.14B | +1 | n/a |
| Q4 2024 | 15 | -1 | 111.28M | $14.02B | n/a | −1 |
| Q3 2024 | 15 | -1 | 74.69M | $9.56B | n/a | −1 |
| Q2 2024 | 16 | n/a | 74.00M | $7.71B | n/a | n/a |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 89.78M | +4.7% | $15.99B | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | BlackRock ✦ (被动) | 69.42M | +4.3% | $12.37B | 0.2% | ▲ Add | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (被动) | 41.25M | +4.1% | $7.35B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 20.02M | -0.8% | $3.57B | 0.6% | ▼ Trim | 6 | SEC ↗ ×9 |
| 5 | Fidelity (FMR) ✦ | 19.89M | +8.6% | $3.54B | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 6 | Geode Capital Management ✦ (被动) | 16.23M | +8.1% | $2.89B | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 15.63M | n/a | $2.78B | 0.1% | n/c | 1 | SEC ↗ ×40 |
| 8 | T. Rowe Price ✦ | 15.09M | +24.1% | $2.69B | 0.3% | ▲ Add | 6 | SEC ↗ ×4 |
| 9 | Morgan Stanley ✦ | 9.59M | n/a | $1.71B | 0.1% | n/c | 1 | SEC ↗ ×17 |
| 10 | Goldman Sachs Group ✦ | 6.07M | n/a | $1.08B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 11 | Capital World Investors ✦ | 4.25M | +167.2% | $756.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 1.79M | +67.4% | $318.64M | 0.3% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 853.47K | +95.5% | $151.07M | 0.1% | ▲ Add | 6 | SEC ↗ ×8 |
| 14 | Adage Capital Partners ✦ | 608.21K | +6.9% | $108.35M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 15 | Millennium Management ✦ | 466.01K | +1.5% | $83.01M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 16 | PRIMECAP Management ✦ | 390.51K | +1.0% | $69.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 389.29K | 新增 | $69.35M | 0.1% | New | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 361.66K | -13.8% | $64.43M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 240.24K | -75.1% | $42.80M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 20 | Marshall Wace ✦ | 172.78K | -63.8% | $30.78M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 21 | Gotham Asset Management ✦ | 142.39K | +43.1% | $25.36M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 30.00K | -77.2% | $5.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 24.17K | 0.0% | $4.30M | 0.0% | Held | 6 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 1.59K | 新增 | $282,740 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $69.35M | 0.1% |
| Fisher Asset Management | $282,740 | 0.0% |
已清仓
| Norges Bank | $4.90B | 曾为 0.6% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,469 持有人, 665.16M 股份, $118.67B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
Aug 26
Gundlach Andrew
Director · 2.50K 股 @ 242.06 · $605,150
Aug 26
Gundlach Andrew
Director · 2.50K 股 @ 242.06 · $605,150
Aug 25
Gundlach Andrew
Director · 2.50K 股 @ 239.47 · $598,675
Aug 25
Gundlach Andrew
Director · 2.50K 股 @ 239.47 · $598,675
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 07
SC 13G/A: COHEN & STEERS, INC.
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据