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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 3 季與 2021 年第 2 季比較

持有 Welltower Inc. 的機構從 2021 年第 2 季到 2021 年第 3 季的變化。

2021 年第 3 季全部持有人2021 年第 2 季全部持有人

WELL 的 13F 持有人:2021 年第 2 季與 2021 年第 3 季比較
項目2021 年第 2 季其中尚未申報 2021 年第 3 季2021 年第 3 季變化
持有家數75913763+17
股數4.02 億99.7 萬4.08 億+677.2 萬 (+1.7%)
市值$334.3 億$8,289 萬$336.3 億+$2.83 億 (+0.8%)

13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(70 家)

2021 年第 3 季季末持有 Welltower Inc.、2021 年第 2 季季末沒有持有的機構。

2021 年第 3 季新進 WELL 的機構
機構股數市值佔組合 %
Pictet Asset Management SA1,032,898$8,511 萬0.09%
Natixis630,295$5,194 萬0.18%
LMR Partners LLP367,235$3,026 萬0.42%
Alberta Investment Management Corp200,000$1,648 萬0.14%
Blueshift Asset Management, LLC124,515$1,026 萬0.57%
Cubist Systematic Strategies, LLC45,705$376.6 萬0.05%
Illinois Municipal Retirement Fund40,911$337.1 萬0.12%
SG3 Management, LLC35,600$293.3 萬1.04%
AIA Group Ltd30,769$253.5 萬0.14%
U.S. Capital Wealth Advisors, LLC32,358$238.5 萬0.10%
Point72 Hong Kong Ltd25,200$207.6 萬0.16%
Echo Street Capital Management LLC24,524$202.1 萬0.01%
XML Financial, LLC23,941$197.3 萬0.26%
Kestra Advisory Services, LLC22,536$185.7 萬0.02%
Full18 Capital LLC20,293$167.2 萬0.67%
Bokf, NA19,812$163.3 萬0.03%
Vontobel Holding Ltd.11,117$91.6 萬0.01%
Sustainable Insight Capital Management, LLC10,899$89.8 萬0.58%
Pacific Sun Financial Corp9,804$80.8 萬0.46%
Qube Research & Technologies Ltd8,493$70.0 萬0.01%
Group One Trading, L.P.8,259$68.1 萬0.01%
Atom Investors LP8,058$66.4 萬0.13%
Virtu Financial LLC7,059$58.2 萬0.05%
Assenagon Asset Management S.A.6,943$57.2 萬0.00%
AlphaCrest Capital Management LLC6,779$55.9 萬0.03%
Gsa Capital Partners LLP5,846$48.2 萬0.05%
Fox Run Management, L.L.C.5,714$47.1 萬0.30%
Wealthspire Advisors, LLC5,277$43.5 萬0.01%
Jump Financial, LLC5,000$41.2 萬0.03%
ARS Wealth Advisors Group, LLC4,658$38.4 萬0.07%
Joel Isaacson & Co., LLC4,397$36.2 萬0.03%
Siemens Fonds Invest GmbH4,362$35.9 萬0.02%
Ossiam3,867$31.9 萬0.01%
Davenport & Co LLC3,672$30.3 萬0.00%
Blueprint Investment Partners LLC3,306$27.2 萬0.14%
DRW Securities, LLC3,281$27.0 萬0.08%
Prudent Man Advisors, LLC3,040$25.0 萬0.09%
First Affirmative Financial Network3,019$24.9 萬0.26%
Walleye Trading LLC2,939$24.2 萬0.01%
Capula Management Ltd2,900$23.9 萬0.02%
HNP Capital LLC2,805$23.1 萬0.06%
Centiva Capital, LP2,753$22.7 萬0.02%
Stevens Capital Management LP2,598$21.4 萬0.09%
Boothbay Fund Management, LLC2,592$21.4 萬0.01%
Ashton Thomas Private Wealth, LLC2,589$21.3 萬0.03%
Wharton Business Group, LLC2,555$21.1 萬0.02%
CFM Wealth Partners LLC2,525$20.8 萬0.05%
AlphaCentric Advisors LLC2,500$20.6 萬0.05%
Walter & Keenan Financial Consulting Co2,484$20.5 萬0.07%
CAPROCK Group, Inc.2,424$20.0 萬0.02%
NuWave Investment Management, LLC1,919$15.8 萬0.18%
Cahill Financial Advisors Inc1,693$14.0 萬0.03%
PSI Advisors, LLC1,492$12.3 萬0.06%
Antonetti Capital Management LLC695$5.70 萬0.05%
MUFG Americas Holdings Corp324$2.70 萬0.00%
Strategic Asset Management, LLC300$2.50 萬0.04%
Bell Investment Advisors, Inc255$2.10 萬0.01%
Neo Ivy Capital Management355$1.80 萬0.02%
Meridian Wealth Partners, LLC125$1.00 萬0.00%
Kowal Investment Group, LLC100$8,0000.00%
Country Trust Bank55$5,0000.00%
Ci Investments Inc.51$4,0000.00%
Lee Financial Co43$4,0000.00%
Clear Perspectives Financial Planning, LLC50$4,0000.00%
Dark Forest Capital Management LP46$4,0000.00%
Tfo-TDC, LLC32$3,0000.00%
Riggs Asset Managment Co. Inc.17$1,0000.00%
MCF Advisors LLC14$1,0000.00%
JJJ Advisors Inc.4$00.00%
Consolidated Planning Corp6$00.00%

清倉機構(53 家)

2021 年第 2 季季末持有 Welltower Inc.、2021 年第 3 季有申報但已經沒有持有的機構。

2021 年第 3 季清倉 WELL 的機構
機構2021 年第 2 季股數2021 年第 2 季市值
Clough Capital Partners L P336,630$2,797 萬
Marshall Wace North America L.P.290,000$2,410 萬
Veritas Asset Management LLP104,500$868.4 萬
Hill Winds Capital LP78,000$648.2 萬
Caption Management, LLC20,000$166.1 萬
RVB Capital Management LLC18,500$153.7 萬
Y-Intercept (Hong Kong) Ltd16,266$135.2 萬
Alerus Financial NA14,782$122.8 萬
FORA Capital, LLC12,458$103.5 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH11,523$95.8 萬
Cinctive Capital Management LP11,406$94.8 萬
BP PLC10,685$88.8 萬
Te Ahumairangi Investment Management Ltd9,000$74.8 萬
Argent Advisors, Inc.8,056$66.9 萬
Verition Fund Management LLC7,393$61.4 萬
Quantitative Systematic Strategies LLC6,992$58.1 萬
Davy Global Fund Management Ltd6,843$56.9 萬
Marks Group Wealth Management, Inc6,470$53.3 萬
Essex Private Wealth Management, LLC6,038$50.2 萬
Sara-Bay Financial5,230$43.5 萬
Bridgefront Capital, LLC4,862$40.4 萬
Ergoteles LLC3,961$32.9 萬
Unigestion Holding SA3,796$31.7 萬
King Luther Capital Management Corp3,637$30.2 萬
Scotia Capital Inc.3,546$29.5 萬
Regions Financial Corp3,480$28.9 萬
FineMark National Bank & Trust3,429$28.5 萬
Tectonic Advisors LLC3,233$26.9 萬
Lombard Odier Asset Management (Switzerland) SA2,691$22.4 萬
Brooks, Moore & Associates, Inc.2,700$22.4 萬
Paces Ferry Wealth Advisors, LLC2,612$21.7 萬
Mid Atlantic Financial Management Inc2,552$21.2 萬
Hancock Whitney Corp2,463$20.5 萬
Banco de Sabadell, S.A1,763$14.7 萬
Red Door Wealth Management, LLC925$7.60 萬
Enterprise Financial Services Corp665$5.50 萬
WealthShield Partners, LLC541$4.60 萬
tru Independence LLC505$4.10 萬
FFT Wealth Management LLC430$3.60 萬
Perkins Coie Trust Co300$2.50 萬
Oakworth Capital, Inc.250$2.10 萬
Laurel Wealth Advisors LLC250$2.10 萬
Strategic Blueprint, LLC194$1.60 萬
Trust Co of Vermont100$8,000
Capital Directions Investment Advisors, LLC90$8,000
Savior LLC72$6,000
Sageworth Trust Co60$5,000
First Manhattan Co53$4,000
Loring Wolcott & Coolidge Fiduciary Advisors LLP44$4,000
Concord Wealth Partners38$3,000
KB Financial Partners, LLC40$3,000
Standard Family Office LLC25$2,000
Gemmer Asset Management LLC7$1,000

尚未申報 2021 年第 3 季的機構(13 家)

2021 年第 2 季季末持有 Welltower Inc.、還沒有申報 2021 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 2 季持有 WELL、尚未申報 2021 年第 3 季的機構
機構2021 年第 2 季股數2021 年第 2 季市值
Pictet Asset Management Ltd930,031$7,729 萬
QS Investors, LLC23,466$195.1 萬
M Holdings Securities, Inc.18,384$152.8 萬
Pratt Collard Advisory Partners LLC8,540$71.0 萬
GoalVest Advisory LLC5,432$45.1 萬
ARS Wealth Advisors, LLC4,708$39.1 萬
Wexford Capital LP3,000$24.9 萬
CWM, LLC2,367$19.7 萬
Castleview Partners, LLC687$5.70 萬
San Francisco Sentry Investment Group (Ca)549$4.60 萬
Hoover Financial Advisors, Inc.163$1.40 萬
PNC Managed Account Solutions, Inc.75$6,000
First Horizon Corp45$3,000