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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。

2022 年第 1 季與 2021 年第 4 季比較

持有 Welltower Inc. 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

WELL 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數80713847+53
股數4.26 億4.41 萬4.41 億+1,439 萬 (+3.4%)
市值$365.4 億$401.5 萬$422.9 億+$57.5 億 (+15.7%)

13 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(105 家)

2022 年第 1 季季末持有 Welltower Inc.、2021 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 105 家。

2022 年第 1 季新進 WELL 的機構
機構股數市值佔組合 %
Senator Investment Group LP1,015,000$9,758 萬3.03%
Border to Coast Pensions Partnership Ltd636,589$6,107 萬1.74%
CIBC World Markets Corp245,579$2,361 萬0.19%
Amalgamated Financial Corp.109,521$1,053 萬0.08%
Schonfeld Strategic Advisors LLC77,083$741.1 萬0.08%
Liberty Mutual Group Asset Management Inc.75,029$721.3 萬0.25%
Gillson Capital LP73,500$706.6 萬0.56%
Highland Capital Management, LLC58,010$557.7 萬0.33%
Bamco Inc39,757$382.2 萬0.01%
Achmea Investment Management B.V.32,194$309.5 萬0.08%
FORA Capital, LLC27,477$268.9 萬0.48%
Ossiam25,292$243.2 萬0.06%
Marshall Wace, LLP24,100$231.7 萬0.00%
Cubist Systematic Strategies, LLC21,800$209.6 萬0.02%
Bayesian Capital Management, LP18,700$179.8 萬0.27%
M Holdings Securities, Inc.18,667$179.5 萬0.14%
Connor, Clark & Lunn Investment Management Ltd.16,678$160.3 萬0.01%
Eudaimonia Partners, LLC14,351$138.0 萬0.23%
Echo Street Capital Management LLC13,912$133.7 萬0.01%
BI Asset Management Fondsmaeglerselskab A/S12,380$119.0 萬0.05%
Atria Wealth Solutions, Inc.12,367$118.9 萬0.02%
Natixis Investment Managers International11,010$105.8 萬0.02%
Y-Intercept (Hong Kong) Ltd10,834$104.2 萬0.24%
AGF Investments LLC10,011$96.2 萬0.08%
Aaron Wealth Advisors82,584$85.9 萬0.02%
Money Concepts Capital Corp7,180$69.0 萬0.04%
Illinois Municipal Retirement Fund6,443$61.9 萬0.02%
ExodusPoint Capital Management, LP6,091$58.6 萬0.01%
Edgestream Partners, L.P.6,057$58.2 萬0.05%
Balentine LLC5,925$57.0 萬0.02%
Bailard, Inc.5,813$55.9 萬0.02%
Point72 Hong Kong Ltd5,647$54.3 萬0.05%
Laurion Capital Management LP5,109$49.1 萬0.01%
Investment Advisory Group, LLC4,927$47.4 萬0.29%
Global Retirement Partners, LLC5,291$46.8 萬0.04%
Meeder Asset Management Inc4,714$45.3 萬0.02%
River & Mercantile Investments Ltd4,706$45.3 萬0.10%
Pearl River Capital, LLC4,486$43.1 萬0.12%
Bridgefront Capital, LLC4,362$41.9 萬0.51%
Eqis Capital Management, Inc.4,337$41.7 萬0.04%
Wealthsource Partners, LLC4,088$39.3 萬0.03%
Fox Run Management, L.L.C.3,772$36.3 萬0.20%
Fund Management at Engine No. 1 LLC3,686$35.4 萬0.09%
ICA Group Wealth Management, LLC3,978$34.7 萬0.07%
Redhawk Wealth Advisors, Inc.3,326$32.0 萬0.08%
First International Bank & Trust3,290$31.6 萬0.11%
Heritage Trust Co3,182$30.6 萬0.04%
Gsa Capital Partners LLP3,142$30.2 萬0.04%
Oak Thistle LLC3,135$30.1 萬0.16%
Private Capital Management LLC3,119$30.0 萬0.10%
Jump Financial, LLC2,918$28.1 萬0.01%
XTX Topco Ltd2,882$27.7 萬0.12%
Ninepoint Partners LP2,807$27.0 萬0.06%
Western Wealth Management, LLC2,505$24.1 萬0.01%
Fiduciary Trust Co2,495$24.0 萬0.00%
AlphaCore Capital LLC2,485$23.9 萬0.09%
Two Sigma Securities, LLC2,458$23.6 萬0.03%
Schechter Investment Advisors, LLC2,413$23.2 萬0.02%
Pinnacle Wealth Planning Services, Inc.2,388$23.0 萬0.04%
Sheets Smith Wealth Management2,327$22.4 萬0.03%
Planned Solutions, Inc.2,307$22.2 萬0.16%
West Family Investments, Inc.2,287$22.0 萬0.06%
Schneider Downs Wealth Management Advisors, LP2,235$21.5 萬0.05%
Strategic Blueprint, LLC2,212$21.3 萬0.02%
Ledyard National Bank2,179$20.9 萬0.02%
GM Advisory Group, Inc.2,175$20.9 萬0.02%
Zeke Capital Advisors, LLC2,152$20.7 萬0.01%
Dynamic Technology Lab Private Ltd2,151$20.7 萬0.02%
Bahl & Gaynor Inc2,131$20.5 萬0.00%
SNS Financial Group, LLC2,107$20.3 萬0.02%
Equitable Holdings, Inc.2,099$20.2 萬0.00%
Northcape Wealth Management, LLC2,098$20.2 萬0.06%
Woodmont Investment Counsel LLC2,094$20.1 萬0.02%
Keel Point, LLC2,088$20.1 萬0.03%
FAI Wealth Management1,500$14.4 萬0.12%
Bank Julius Baer & Co. Ltd, Zurich1,100$10.6 萬0.00%
DeDora Capital, Inc.1,037$10.0 萬0.04%
Migdal Insurance & Financial Holdings Ltd.982$9.60 萬0.00%
Covington Capital Management975$9.40 萬0.00%
Beacon Capital Management, LLC865$8.20 萬0.02%
Fairfield Financial Advisors, LTD841$8.09 萬0.03%
GHP Investment Advisors, Inc.743$7.10 萬0.00%
TCWP LLC730$7.00 萬0.01%
Oliver Lagore Vanvalin Investment Group525$5.10 萬0.03%
Annapolis Financial Services, LLC500$4.80 萬0.02%
Trustcore Financial Services, LLC442$4.20 萬0.00%
Disciplined Investments, LLC387$3.70 萬0.02%
Clear Street Markets LLC379$3.60 萬0.01%
Holloway Wealth Management, LLC–$2.40 萬0.01%
Riverview Trust Co230$2.20 萬0.02%
Bank of New Hampshire182$1.70 萬0.00%
Hazlett, Burt & Watson, Inc.142$1.40 萬0.01%
Heritage Wealth Management, LLC120$1.20 萬0.00%
Benjamin Edwards Inc66$6,0000.00%
Estabrook Capital Management60$5,7680.00%
Bartlett & Co. LLC50$5,0000.00%
Bartlett & Co. Wealth Management LLC50$4,8070.00%
Atticus Wealth Management, LLC38$4,0000.00%
Thompson Siegel & Walmsley LLC32$3,0000.00%
American National Bank28$3,0000.00%

清倉機構(52 家)

2021 年第 4 季季末持有 Welltower Inc.、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 WELL 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Capitolis Advisors LLC815,720$6,996 萬
Tobias Financial Advisors, Inc.520,205$4,462 萬
Ranger Global Real Estate Advisors, LLC297,501$2,552 萬
Ascent Group, LLC55,821$488.5 萬
SG3 Management, LLC52,553$450.7 萬
Advisors Asset Management, Inc.44,076$378.0 萬
Twinbeech Capital LP26,040$223.3 萬
FDx Advisors, Inc.23,540$201.9 萬
Mirabella Financial Services LLP18,000$154.4 萬
Engineers Gate Manager LP13,118$112.5 萬
Atria Investments LLC11,792$101.1 萬
Silvercrest Asset Management Group LLC11,520$98.8 萬
Full18 Capital LLC9,876$79.4 萬
GWM Advisors LLC7,845$67.3 萬
Bluefin Capital Management, LLC6,300$54.0 萬
Caxton Associates LP5,503$47.2 萬
Canandaigua National Corp4,308$36.9 萬
Koshinski Asset Management, Inc.3,669$31.5 萬
Weil Company, Inc.3,078$26.4 萬
Engine No. 1 LLC2,980$25.6 萬
Wealthspire Advisors, LLC2,962$25.4 萬
SeaCrest Wealth Management, LLC2,899$24.9 萬
Chicago Trust Co NA2,850$24.4 萬
Archford Capital Strategies, LLC2,773$23.8 萬
Cerity Partners LLC2,618$22.5 萬
NuWave Investment Management, LLC2,608$22.4 萬
Advisor Resource Council2,548$21.8 萬
CFM Wealth Partners LLC2,525$21.6 萬
V Wealth Advisors LLC2,415$20.7 萬
Moseley Investment Management Inc2,351$20.2 萬
Mystic Asset Management, Inc.1,340$11.4 萬
CoreFirst Bank & Trust1,000$8.60 萬
Barrett Asset Management, LLC761$6.50 萬
Widmann Financial Services, Inc.546$4.60 萬
FSB Premier Wealth Management, Inc.425$3.60 萬
Equitec Proprietary Markets, LLC236$2.00 萬
Sandy Spring Bank220$1.90 萬
GPS Wealth Strategies Group, LLC195$1.70 萬
JFS Wealth Advisors, LLC172$1.50 萬
William Allan, LLC169$1.40 萬
Paloma Partners Management Co144$1.20 萬
Level Financial Advisors, Inc.130$1.10 萬
Delta Asset Management LLC100$9,000
Trust Co of Vermont100$9,000
Tortoise Investment Management, LLC99$8,000
Amplius Wealth Advisors, LLC78$6,000
Arrow Financial Corp59$5,000
Stephens Consulting, LLC51$4,374
Tfo-TDC, LLC40$3,000
Horizon Financial Services, LLC25$2,144
Arlington Partners LLC21$2,000
Cassady Schiller Wealth Management, LLC14$1,000

尚未申報 2022 年第 1 季的機構(13 家)

2021 年第 4 季季末持有 Welltower Inc.、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 WELL、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Andra AP-fonden7,700$66.0 萬
AlphaCentric Advisors LLC7,500$64.3 萬
First Midwest Bank Trust Division5,671$48.6 萬
Mission Financial Group, LLC2,424$45.0 萬
Tdam USA Inc.4,996$42.9 萬
Crescent Capital Consulting, LLC4,586$39.3 萬
Mosaic Family Wealth, LLC3,500$30.0 萬
NEXT Financial Group, Inc3,198$27.4 萬
Carroll Financial Associates, Inc.2,499$21.0 萬
Harbour Investments, Inc.1,315$11.3 萬
Bell Investment Advisors, Inc308$2.60 萬
Castle Financial & Retirement Planning Associates, Inc.300$2.40 萬
Reilly Financial Advisors, LLC84$7,000