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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。

2021 年第 2 季與 2021 年第 1 季比較

持有 Welltower Inc. 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

WELL 的 13F 持有人:2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季其中尚未申報 2021 年第 2 季2021 年第 2 季變化
持有家數7357759+31
股數3.83 億297.2 萬4.02 億+2,216 萬 (+5.8%)
市值$274.3 億$2.13 億$334.3 億+$62.1 億 (+22.8%)

7 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(88 家)

2021 年第 2 季季末持有 Welltower Inc.、2021 年第 1 季季末沒有持有的機構。

2021 年第 2 季新進 WELL 的機構
機構股數市值佔組合 %
Amundi1,294,775$1.08 億0.07%
Clough Capital Partners L P336,630$2,797 萬1.57%
Marshall Wace North America L.P.290,000$2,410 萬0.10%
Sandler Capital Management198,840$1,652 萬1.45%
M&G Investment Management Ltd89,163$740.1 萬0.04%
Hill Winds Capital LP78,000$648.2 萬3.44%
Bridgewater Associates, LP20,020$166.4 萬0.01%
Caption Management, LLC20,000$166.1 萬0.15%
Y-Intercept (Hong Kong) Ltd16,266$135.2 萬0.34%
Alerus Financial NA14,782$122.8 萬0.12%
Eudaimonia Partners, LLC14,344$119.2 萬0.22%
Jupiter Asset Management Ltd14,031$116.6 萬0.01%
Gamco Investors, Inc. Et Al13,500$112.2 萬0.01%
FORA Capital, LLC12,458$103.5 萬0.19%
Brookstone Capital Management10,855$94.4 萬0.02%
Agf Investments Inc.9,609$79.9 萬0.01%
Warren Averett Asset Management, LLC8,963$76.3 萬0.07%
Safeguard Investment Advisory Group, LLC7,860$65.3 萬0.47%
Pinnacle Wealth Management Group, Inc.6,965$57.9 萬0.42%
Hartline Investment Corp6,952$57.8 萬0.07%
Investment Advisory Services Inc5,854$48.6 萬0.30%
Abbrea Capital, LLC5,206$43.3 萬0.07%
Alpha Paradigm Partners, LLC4,359$36.2 萬0.14%
First American Trust, FSB4,124$34.3 萬0.05%
Ergoteles LLC3,961$32.9 萬0.01%
Accurate Wealth Management, LLC3,768$31.3 萬0.28%
Gerber Kawasaki Wealth & Investment Management3,700$30.7 萬0.03%
Pathstone Family Office, LLC3,678$30.5 萬0.01%
King Luther Capital Management Corp3,637$30.2 萬0.00%
Regal Investment Advisors LLC3,532$29.4 萬0.03%
Toroso Investments, LLC3,412$28.4 萬0.01%
Tectonic Advisors LLC3,233$26.9 萬0.06%
Beacon Pointe Advisors, LLC3,056$25.4 萬0.01%
Deseret Mutual Benefit Administrators3,044$25.3 萬0.06%
Weil Company, Inc.3,034$25.2 萬0.13%
Wexford Capital LP3,000$24.9 萬0.04%
Glenview Trust Co3,007$24.9 萬0.01%
Hilltop Holdings Inc.2,958$24.5 萬0.03%
Van Hulzen Asset Management, LLC2,900$24.1 萬0.04%
Regentatlantic Capital LLC2,733$22.7 萬0.01%
Horizon Investments, LLC2,753$22.7 萬0.01%
Financial Advocates Investment Management2,726$22.6 萬0.02%
Lombard Odier Asset Management (Switzerland) SA2,691$22.4 萬0.01%
Brooks, Moore & Associates, Inc.2,700$22.4 萬0.14%
Moseley Investment Management Inc2,670$22.2 萬0.11%
Paces Ferry Wealth Advisors, LLC2,612$21.7 萬0.17%
Rehmann Capital Advisory Group2,551$21.2 萬0.02%
Mid Atlantic Financial Management Inc2,552$21.2 萬0.01%
Covenant Multifamily Offices, LLC2,546$21.2 萬0.04%
J.W. Cole Advisors, Inc.2,480$20.6 萬0.02%
Hancock Whitney Corp2,463$20.5 萬0.01%
Ieq Capital, LLC2,472$20.5 萬0.01%
First National Bank of Mount Dora, Trust Investment Services2,455$20.4 萬0.07%
MTM Investment Management, LLC2,450$20.4 萬0.11%
Blue Fin Capital, Inc.2,445$20.3 萬0.06%
Orion Portfolio Solutions, LLC2,430$20.2 萬0.01%
BBVA USA2,298$19.1 萬0.01%
Covington Capital Management1,500$12.5 萬0.00%
Evermay Wealth Management LLC1,460$12.1 萬0.02%
CenterStar Asset Management, LLC–$11.4 萬0.12%
Emfo, LLC1,150$9.60 萬0.08%
Red Door Wealth Management, LLC925$7.60 萬0.03%
Castleview Partners, LLC687$5.70 萬0.02%
Wealth Quarterback LLC641$5.40 萬0.03%
Albion Financial Group637$5.30 萬0.00%
tru Independence LLC505$4.10 萬0.01%
FFT Wealth Management LLC430$3.60 萬0.01%
SRS Capital Advisors, Inc.345$2.90 萬0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$2.74 萬0.03%
Perkins Coie Trust Co300$2.50 萬0.01%
Oakworth Capital, Inc.250$2.10 萬0.00%
Laurel Wealth Advisors LLC250$2.10 萬0.00%
Corsicana & Co.200$1.70 萬0.01%
Strategic Blueprint, LLC194$1.60 萬0.00%
Eagle Bay Advisors LLC170$1.50 萬0.01%
Lake Point Wealth Management152$1.30 萬0.01%
Heritage Wealth Management, LLC120$1.00 萬0.00%
Sandy Spring Bank110$9,0000.00%
Capital Directions Investment Advisors, LLC90$8,0000.00%
Exchange Traded Concepts, LLC97$8,0000.00%
PNC Managed Account Solutions, Inc.75$6,0000.00%
First Manhattan Co53$4,0000.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP44$4,0000.00%
Pacifica Partners Inc.39$3,0000.00%
Clearview Wealth Advisors LLC42$3,0000.00%
Sentry Investment Management LLC21$2,0000.00%
Gemmer Asset Management LLC7$1,0000.00%
Avion Wealth3$00.00%

清倉機構(57 家)

2021 年第 1 季季末持有 Welltower Inc.、2021 年第 2 季有申報但已經沒有持有的機構。

2021 年第 2 季清倉 WELL 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Camber Capital Management LP810,000$5,802 萬
Kempen Capital Management N.V.308,690$2,211 萬
Employees Retirement System of Texas258,000$1,848 萬
Healthcare of Ontario Pension Plan Trust Fund248,600$1,781 萬
Laurion Capital Management LP175,919$1,260 萬
Prudential PLC152,625$1,093 萬
Capitolis Advisors LLC148,158$1,061 萬
Qube Research & Technologies Ltd92,648$663.6 萬
Alyeska Investment Group, L.P.89,184$638.8 萬
Caisse de Depot Et Placement du Quebec86,865$622.2 萬
Marshall Wace, LLP72,868$522.0 萬
Weiss Asset Management LP46,209$331.0 萬
Cubist Systematic Strategies, LLC37,412$268.0 萬
Buckhead Capital Management LLC35,257$252.5 萬
Consolidated Planning Corp32,419$232.2 萬
Cipher Capital LP25,729$184.3 萬
Edgestream Partners, L.P.25,043$179.4 萬
Virtu Financial LLC24,885$178.3 萬
Quantitative Investment Management, LLC24,160$173.0 萬
Connor, Clark & Lunn Investment Management Ltd.19,231$137.8 萬
AlphaCrest Capital Management LLC14,637$104.8 萬
Wealthstreet Investment Advisors, LLC13,750$98.5 萬
Meitav Dash Investments Ltd10,104$72.4 萬
LS Investment Advisors, LLC9,958$71.3 萬
Natixis9,817$70.3 萬
Pearl River Capital, LLC6,774$48.5 萬
Wealthspire Advisors, LLC6,759$48.4 萬
Hunter Associates Investment Management LLC5,505$39.4 萬
Intrua Financial, LLC5,070$38.8 萬
Mirabella Financial Services LLP4,975$35.6 萬
Westshore Wealth, LLC4,915$35.2 萬
Weld Capital Management LLC4,538$32.5 萬
JT Stratford LLC3,502$25.1 萬
International Assets Investment Management, LLC3,563$23.9 萬
Jump Financial, LLC3,250$23.3 萬
Cutler Group LP3,120$22.3 萬
PEAK6 Investments LLC3,070$22.0 萬
Acadian Asset Management LLC2,765$19.8 萬
Wealthcare Advisory Partners LLC1,706$12.2 萬
Sowell Financial Services LLC1,640$12.1 萬
Allred Capital Management, LLC1,181$8.46 萬
Certified Advisory Corp1,036$7.40 萬
Ameritas Investment Company, LLC1,029$7.37 萬
NuWave Investment Management, LLC850$6.10 萬
Alpha DNA Investment Management LLC800$5.70 萬
Sound Income Strategies, LLC675$4.83 萬
Group One Trading, L.P.647$4.60 萬
State of Wyoming534$3.80 萬
Prime Capital Investment Advisors, LLC290$2.10 萬
Sun Life Financial INC249$1.80 萬
Meridian Wealth Partners, LLC117$8,000
Wealthcare Capital Management LLC55$4,000
Regal Wealth Group, Inc.51$4,000
Abundance Wealth Counselors50$4,000
City Holding Co25$2,000
Transamerica Financial Advisors, Inc.21$2,000
MPS Loria Financial Planners, LLC20$1,000

尚未申報 2021 年第 2 季的機構(7 家)

2021 年第 1 季季末持有 Welltower Inc.、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 1 季持有 WELL、尚未申報 2021 年第 2 季的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Waddell & Reed Financial Inc1,760,006$1.26 億
Amundi Asset Management US, Inc.990,583$7,096 萬
Schafer Cullen Capital Management Inc126,730$907.8 萬
North American Management Corp71,035$508.8 萬
Bokf, NA19,399$138.9 萬
BBVA USA Bancshares, Inc.3,861$27.6 萬
CSat Investment Advisory, L.P.360$2.60 萬