Запись по ценной бумаге · архивный квартал
WELL
Welltower Inc. · Real Estate · REIT - Healthcare Facilities
168Отслеживаемые держатели
+4Δ держателей
520.05MАкций в держании
$102.75BОтчётная стоимость
+9Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.4% ·
поток акций +3.2% ·
новые чистые позиции +1.8%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 74.00M | +1.7% | $14.63B | 0.3% | ▲ Add | 4 | SEC ↗ ×21 |
| 2 | Vanguard Capital Management Llc | 45.35M | n/a | $8.97B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (пассивный) | 41.56M | -0.5% | $8.22B | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 4 | Capital International Investors | 35.82M | -24.5% | $7.08B | 1.7% | ▼ Trim | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 22.18M | +6.5% | $4.38B | 0.2% | ▲ Add | 4 | SEC ↗ ×7 |
| 6 | Bank Of America Corp /De/ | 21.75M | +6.6% | $4.30B | 0.3% | ▲ Add | 2 | SEC ↗ ×8 |
| 7 | Geode Capital Management ✦ (пассивный) | 17.77M | +4.5% | $3.51B | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | T. Rowe Price ✦ | 17.22M | +2.3% | $3.40B | 0.4% | ▲ Add | 8 | SEC ↗ ×4 |
| 9 | Wellington Management ✦ | 16.95M | -9.1% | $3.35B | 0.6% | ▼ Trim | 8 | SEC ↗ ×9 |
| 10 | Capital World Investors ✦ | 12.72M | +18.4% | $2.52B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 11 | Principal Financial Group Inc | 9.61M | -4.8% | $1.90B | 1.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Morgan Stanley ✦ | 9.05M | -10.1% | $1.79B | 0.1% | ▼ Trim | 3 | SEC ↗ ×18 |
| 13 | Northern Trust Corp | 9.00M | +0.1% | $1.78B | 0.2% | ▲ Add | 2 | SEC ↗ ×9 |
| 14 | Charles Schwab Investment… | 8.83M | +5.0% | $1.75B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 15 | DZ BANK AG Deutsche Zentral… | 8.77M | -4.9% | $1.73B | 1.6% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | JPMorgan Chase ✦ | 8.67M | +2.7% | $1.69B | 0.1% | ▲ Add | 3 | SEC ↗ ×21 |
| 17 | Dimensional Fund Advisors Lp | 8.35M | +0.7% | $1.65B | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | UBS AM, a distinct business unit of… | 8.17M | +36257.0% | $1.62B | 0.3% | ▲ Add | 2 | SEC ↗ ×12 |
| 19 | Legal & General Group Plc | 7.24M | -0.9% | $1.43B | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 6.73M | +50.5% | $1.33B | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 21 | Invesco Ltd. | 6.63M | -4.1% | $1.31B | 0.1% | ▼ Trim | 2 | SEC ↗ ×19 |
| 22 | Capital Research Global Investors | 6.53M | +2033.4% | $1.29B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | Nuveen, LLC | 5.44M | +7.4% | $1.08B | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Deutsche Bank Ag\ | 5.14M | -10.3% | $1.02B | 0.3% | ▼ Trim | 2 | SEC ↗ ×9 |
| 25 | Daiwa Securities Group Inc. | 4.28M | -4.3% | $846.91M | 2.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 3.97M | -1.4% | $785.41M | 0.1% | ▼ Trim | 2 | SEC ↗ ×19 |
| 27 | Ameriprise Financial Inc | 3.56M | +31.1% | $694.79M | 0.2% | ▲ Add | 2 | SEC ↗ ×8 |
| 28 | Amundi | 3.33M | -4.8% | $658.60M | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 29 | Hsbc Holdings Plc | 3.23M | -44.1% | $639.05M | 0.4% | ▼ Trim | 2 | SEC ↗ ×13 |
| 30 | Wcm Investment Management, Llc | 3.26M | -0.8% | $636.09M | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 31 | Sumitomo Mitsui Trust Group, Inc. | 3.18M | -0.2% | $628.27M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 32 | Prudential Financial Inc | 3.04M | +3.6% | $600.23M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Russell Investments Group, Ltd. | 2.87M | +5.7% | $567.02M | 0.6% | ▲ Add | 2 | SEC ↗ ×18 |
| 34 | Sei Investments Co | 2.66M | +10.3% | $525.61M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | UBS Group AG | 2.46M | +39.8% | $487.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 36 | Mitsubishi UFJ Asset Management… | 2.14M | +8.7% | $422.61M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 2.08M | +90.8% | $411.07M | 0.3% | ▲ Add | 8 | SEC ↗ ×2 |
| 38 | Canada Pension Plan Investment Board | 2.03M | +121.3% | $400.77M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 39 | Nordea Investment Management Ab | 2.03M | +5.2% | $398.73M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | Swiss National Bank | 2.01M | +9.9% | $398.23M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 41 | National Pension Service | 1.95M | +1.8% | $386.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 42 | Alliancebernstein L.P. | 2.04M | +55.4% | $377.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Barclays Plc | 1.70M | +2.7% | $335.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 44 | Aberdeen Group plc | 1.69M | -2.0% | $333.28M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Citadel Advisors ✦ | 1.65M | +766.3% | $325.75M | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 46 | Schroder Investment Management Group | 1.53M | n/a | $302.21M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 47 | Wells Fargo & Company/Mn | 1.46M | +15.6% | $289.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 48 | California Public Employees… | 1.42M | -14.5% | $280.84M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 49 | Citigroup Inc | 1.37M | +25.1% | $270.14M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Nomura Asset Management Co Ltd | 1.37M | +4.8% | $270.09M | 0.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Bamco Inc /Ny/ | 1.34M | +5.3% | $265.91M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 52 | Voya Investment Management Llc | 1.35M | -0.3% | $265.90M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | American Century Companies Inc | 1.33M | -3.3% | $262.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 54 | Asset Management One Co., Ltd. | 1.30M | +0.3% | $257.01M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 55 | Rhumbline Advisers | 1.26M | -5.6% | $249.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 56 | Universal- Beteiligungs- und… | 1.18M | +0.8% | $232.31M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 57 | Bnp Paribas Financial Markets | 1.16M | +7.6% | $230.19M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 58 | Zurcher Kantonalbank (Zurich… | 1.13M | -0.3% | $222.44M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 59 | BNP Paribas Asset Management… | 1.12M | +8.4% | $221.12M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 60 | California State Teachers… | 1.04M | -0.7% | $204.69M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 61 | Td Asset Management Inc | 952.54K | +2.2% | $188.33M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Healthcare Of Ontario Pension Plan… | 923.82K | +3305.1% | $182.65M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 63 | Janus Henderson Group Plc | 898.59K | +30.4% | $177.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 64 | Raymond James Financial Inc | 894.18K | -2.9% | $176.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 65 | Royal Bank Of Canada | 877.69K | -12.6% | $173.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 66 | Pictet Asset Management Holding SA | 871.61K | +2.4% | $172.32M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 67 | Envestnet Asset Management Inc | 837.28K | +23.0% | $165.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Nomura Asset Management… | 810.73K | -33.3% | $160.29M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Korea Investment CORP | 808.66K | +26.2% | $159.88M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 70 | New York State Common Retirement… | 790.73K | +4.0% | $156.33M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 71 | Storebrand Asset Management As | 786.61K | +1.0% | $155.52M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 72 | Allianz Asset Management GmbH | 749.05K | -9.4% | $148.10M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | FIL Ltd | 677.78K | +139.6% | $134.00M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | Marshall Wace ✦ | 675.95K | Новый | $133.64M | 0.1% | New | 1 | SEC ↗ ×4 |
| 75 | 1832 Asset Management L.P. | 656.99K | +484.5% | $129.89M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 76 | Neuberger Berman Group LLC | 650.21K | -0.3% | $128.55M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Swedbank AB | 633.47K | -6.5% | $125.24M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Adage Capital Partners ✦ | 625.11K | +28.8% | $123.59M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 79 | State Board Of Administration Of… | 595.01K | +0.6% | $117.64M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 592.20K | +9.4% | $117.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 81 | Aviva Plc | 566.97K | +3.3% | $112.10M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 82 | Mitsubishi UFJ Trust & Banking Corp | 513.81K | +3.5% | $101.59M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 83 | Jones Financial Companies Lllp | 509.14K | +288.4% | $99.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | Franklin Resources Inc | 480.37K | +1.6% | $94.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 85 | Balyasny Asset Management L.P. | 475.78K | +197.8% | $94.07M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 86 | LPL Financial LLC | 451.34K | +23.0% | $89.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Holocene Advisors, LP | 443.76K | Новый | $87.74M | 0.2% | New | 1 | SEC ↗ |
| 88 | First Trust Advisors Lp | 431.98K | +2.1% | $85.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 430.30K | -9.7% | $83.73M | 0.0% | ▼ Trim | 8 | SEC ↗ ×9 |
| 90 | Manufacturers Life Insurance… | 421.76K | 0.0% | $83.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Squarepoint Ops LLC | 419.55K | +77.0% | $82.95M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 92 | Millennium Management ✦ | 413.77K | +857.5% | $81.81M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 93 | Danske Bank A/S | 413.64K | -0.7% | $81.78M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 94 | PRIMECAP Management ✦ | 384.31K | 0.0% | $75.98M | 0.1% | Held | 5 | SEC ↗ |
| 95 | State Of Wisconsin Investment Board | 369.05K | +6.4% | $72.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 96 | Connor, Clark & Lunn Investment… | 361.09K | +140.5% | $71.39M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 97 | Credit Agricole S A | 352.87K | -13.1% | $69.77M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 98 | Chevy Chase Trust Holdings, LLC | 346.03K | -1.2% | $68.41M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 99 | Victory Capital Management Inc | 344.03K | -20.0% | $68.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Royal London Asset Management Ltd | 339.52K | +3.5% | $67.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Marshall Wace | $133.64M | 0.1% |
| Holocene Advisors, LP | $87.74M | 0.2% |
Закрыто
| Norges Bank | $5.47B | составлял 0.6% |
| Qube Research & Technologies… | $123.58M | составлял 0.2% |
| Artisan Partners Limited… | $48.80M | составлял 0.1% |
| Renaissance Technologies | $32.12M | составлял 0.1% |
| Tudor Investment Corp Et Al | $9.15M | составлял 0.1% |
| Peak6 Llc | $4.91M | составлял 0.1% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,469 держатели, 665.16M акции, $118.67B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Aug 26
Gundlach Andrew
Director · 2.50K акц. @ 242.06 · $605,150
Aug 26
Gundlach Andrew
Director · 2.50K акц. @ 242.06 · $605,150
Aug 25
Gundlach Andrew
Director · 2.50K акц. @ 239.47 · $598,675
Aug 25
Gundlach Andrew
Director · 2.50K акц. @ 239.47 · $598,675
Продажи на открытом рынке (S)
Продаж инсайдеров на открытом рынке в нашем окне покрытия нет.
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 07
SC 13G/A: COHEN & STEERS, INC.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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