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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 3 季與 2022 年第 2 季比較

持有 Welltower Inc. 的機構從 2022 年第 2 季到 2022 年第 3 季的變化。

2022 年第 3 季全部持有人2022 年第 2 季全部持有人

WELL 的 13F 持有人:2022 年第 2 季與 2022 年第 3 季比較
項目2022 年第 2 季其中尚未申報 2022 年第 3 季2022 年第 3 季變化
持有家數81912786−21
股數4.54 億7.84 萬4.64 億+982.2 萬 (+2.2%)
市值$373.9 億$645.0 萬$298.3 億−$75.5 億 (−20.2%)

12 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(63 家)

2022 年第 3 季季末持有 Welltower Inc.、2022 年第 2 季季末沒有持有的機構。

2022 年第 3 季新進 WELL 的機構
機構股數市值佔組合 %
PGGM Investments1,127,347$7,251 萬1.27%
Qube Research & Technologies Ltd464,281$2,986 萬0.19%
Virginia Retirement Systems Et Al423,933$2,727 萬0.31%
Ranger Global Real Estate Advisors, LLC265,339$1,707 萬1.67%
UBS Oconnor LLC238,217$1,532 萬0.18%
Caisse de Depot Et Placement du Quebec225,729$1,452 萬0.04%
Twinbeech Capital LP104,385$671.4 萬0.18%
Captrust Financial Advisors70,661$454.5 萬0.03%
Czech National Bank53,843$346.3 萬0.10%
Teachers Retirement System of the State of Kentucky43,882$282.2 萬0.03%
Benson Investment Management Company, Inc.43,668$280.9 萬1.98%
Parallax Volatility Advisers, L.P.38,454$247.3 萬0.05%
National Asset Management, Inc.34,921$224.6 萬0.07%
Romano Brothers and Company28,703$184.6 萬0.30%
Holocene Advisors, LP28,070$180.5 萬0.01%
Engineers Gate Manager LP23,146$148.9 萬0.09%
Wolverine Trading, LLC20,082$127.2 萬0.05%
Quantitative Investment Management, LLC18,692$120.2 萬0.20%
Banque Pictet & Cie SA16,218$104.3 萬0.01%
Toews Corp15,600$100.3 萬0.74%
Commerzbank Aktiengesellschaft14,532$93.5 萬0.07%
MAI Capital Management14,511$93.3 萬0.02%
Sante Capital Fund, LP14,407$92.7 萬1.90%
Landscape Capital Management, L.L.C.12,674$81.5 萬0.11%
Advisor Partners II, LLC12,490$80.3 萬0.06%
Edgestream Partners, L.P.11,998$77.2 萬0.06%
AlphaCentric Advisors LLC11,059$71.1 萬0.73%
XTX Topco Ltd9,753$62.7 萬0.16%
Capstone Investment Advisors, LLC8,680$55.8 萬0.01%
MQS Management LLC8,504$54.7 萬0.35%
Magnetar Financial LLC6,682$43.0 萬0.01%
Spouting Rock Asset Management, LLC6,267$40.3 萬0.31%
Group One Trading, L.P.6,230$40.1 萬0.01%
HighTower Trust Services, LTA5,886$37.9 萬0.04%
Strategy Asset Managers LLC5,527$35.5 萬0.10%
NuWave Investment Management, LLC5,471$35.2 萬0.40%
DRW Securities, L.L.C.5,164$33.2 萬0.10%
Ritholtz Wealth Management5,010$32.2 萬0.02%
Exos TFP Holdings LLC4,563$29.3 萬0.13%
55I, LLC4,528$29.1 萬0.01%
Bridgefront Capital, LLC4,384$28.2 萬0.29%
Alethea Capital Management, LLC4,191$27.0 萬0.34%
Boothbay Fund Management, LLC4,175$26.9 萬0.01%
Weybosset Research & Management LLC4,150$26.7 萬0.12%
Fortitude Advisory Group L.L.C.3,728$24.0 萬0.23%
Titleist Asset Management, Ltd.3,571$23.0 萬0.06%
Mutual Advisors, LLC3,139$20.2 萬0.01%
Shilanski & Associates, Inc.3,119$20.1 萬0.07%
Benjamin Edwards Inc2,263$14.6 萬0.04%
Wipfli Financial Advisors LLC,2,049$13.2 萬0.01%
Alta Advisers Ltd1,300$8.40 萬0.05%
SJS Investment Consulting Inc.1,173$7.50 萬0.03%
Sugarloaf Wealth Management, LLC650$4.20 萬0.01%
Householder Group Estate & Retirement Specialist, LLC500$3.20 萬0.01%
Activest Wealth Management340$2.20 萬0.01%
West Financial Advisors, LLC320$2.10 萬0.01%
Barrett & Company, Inc.100$6,5550.00%
Kenfarb & Co.100$6,0000.01%
Clean Yield Group63$4,0000.00%
Abound Wealth Management33$2,1280.00%
Johnson Financial Group, Inc.27$2,0000.00%
Moisand Fitzgerald Tamayo, LLC22$1,0000.00%
Highline Wealth Partners LLC4$2570.00%

清倉機構(84 家)

2022 年第 2 季季末持有 Welltower Inc.、2022 年第 3 季有申報但已經沒有持有的機構。

2022 年第 3 季清倉 WELL 的機構
機構2022 年第 2 季股數2022 年第 2 季市值
Senator Investment Group LP700,000$5,765 萬
GEM Realty Capital175,572$1,446 萬
Resolute Capital Asset Partners LLC129,785$1,069 萬
ING Groep NV86,596$713.1 萬
Maryland State Retirement & Pension System34,989$288.1 萬
Natixis Investment Managers International30,109$247.9 萬
Winton Group Ltd22,271$183.4 萬
Jupiter Asset Management Ltd14,014$115.4 萬
Atria Investments LLC13,388$110.2 萬
Safeguard Investment Advisory Group, LLC6,484$62.3 萬
Harbert Fund Advisors, Inc.6,815$56.1 萬
EP Wealth Advisors, LLC6,527$53.8 萬
Donaldson Capital Management, LLC6,078$50.0 萬
Lumbard & Kellner, LLC5,496$45.3 萬
Man Group plc–$36.9 萬
Sustainable Insight Capital Management, LLC4,300$36.0 萬
Accurate Wealth Management, LLC3,727$30.7 萬
Conning Inc.3,506$28.9 萬
Regal Investment Advisors LLC3,416$28.1 萬
9258 Wealth Management, LLC3,330$27.4 萬
Sabal Trust CO3,226$26.6 萬
FineMark National Bank & Trust3,190$26.3 萬
Stonnington Group, LLC3,200$26.2 萬
Heritage Trust Co3,182$26.2 萬
Van Hulzen Asset Management, LLC3,100$25.5 萬
Oak Thistle LLC3,092$25.5 萬
Lombard Odier Asset Management (Switzerland) SA3,056$25.2 萬
Marcum Wealth, LLC3,045$25.1 萬
IFG Advisory, LLC3,046$25.0 萬
Shelton Capital Management2,992$24.6 萬
River & Mercantile Investments Ltd2,994$24.6 萬
Keystone Financial Group2,966$24.4 萬
Cutter & CO Brokerage, Inc.2,956$24.3 萬
First Affirmative Financial Network2,920$24.0 萬
Commons Capital, LLC2,912$24.0 萬
Somerville Kurt F2,900$23.9 萬
Hunter Associates Investment Management LLC2,895$23.7 萬
Dorsey & Whitney Trust CO LLC2,837$23.3 萬
Ninepoint Partners LP2,807$23.1 萬
Barnes Pettey Financial Advisors, LLC2,802$23.1 萬
Ameritas Advisory Services, LLC2,715$22.4 萬
Old National Bancorp2,701$22.2 萬
Moloney Securities Asset Management, LLC2,702$22.2 萬
J.W. Cole Advisors, Inc.2,630$21.7 萬
CoreCap Advisors, LLC2,579$21.2 萬
Symmetry Partners, LLC2,566$21.1 萬
AlphaCore Capital LLC2,560$21.1 萬
Wharton Business Group, LLC2,555$21.0 萬
Pinnacle Wealth Planning Services, Inc.2,537$20.9 萬
Schechter Investment Advisors, LLC2,545$20.9 萬
Hilltop Holdings Inc.2,524$20.8 萬
Sound View Wealth Advisors Group, LLC2,522$20.8 萬
Advisor Resource Council2,533$20.8 萬
Walter & Keenan Financial Consulting Co2,484$20.5 萬
Horizon Wealth Management, LLC2,495$20.5 萬
Bahl & Gaynor Inc2,480$20.4 萬
Clifford Swan Investment Counsel LLC2,450$20.2 萬
First National Bank of Mount Dora, Trust Investment Services2,455$20.2 萬
Blueprint Investment Partners LLC2,435$20.1 萬
Vectors Research Management, LLC2,402$19.8 萬
Sterling Investment Advisors, Ltd.2,175$17.9 萬
SeaCrest Wealth Management, LLC2,016$16.6 萬
Quantbot Technologies LP1,624$13.3 萬
Charter Oak Capital Management, LLC1,232$10.1 萬
Migdal Insurance & Financial Holdings Ltd.1,143$9.40 萬
CX Institutional851$7.00 萬
Graves-Light Private Wealth Management, Inc.657$5.40 萬
Patriot Financial Group Insurance Agency, LLC354$2.90 萬
MUFG Americas Holdings Corp327$2.70 萬
First Bank & Trust290$2.40 萬
Neo Ivy Capital Management271$2.20 萬
Better Money Decisions, LLC251$2.10 萬
Riverview Trust Co230$1.90 萬
Corsicana & Co.200$1.60 萬
ACG Wealth124$1.00 萬
WFA of San Diego, LLC100$8,000
Ahrens Investment Partners LLC87$7,000
South State Corp.46$4,000
Horan Securities, Inc.45$4,000
Clear Perspectives Financial Planning, LLC50$4,000
GW&K Investment Management, LLC33$3,000
Capital Advisors, Ltd. LLC17$1,000
Morton Brown Family Wealth, LLC12$1,000
Curi Capital3$0

尚未申報 2022 年第 3 季的機構(12 家)

2022 年第 2 季季末持有 Welltower Inc.、還沒有申報 2022 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 2 季持有 WELL、尚未申報 2022 年第 3 季的機構
機構2022 年第 2 季股數2022 年第 2 季市值
B. Riley Wealth Management, Inc.36,985$304.6 萬
Advisor Partners LLC14,390$118.5 萬
HighPoint Advisor Group LLC12,109$98.9 萬
Pluribus Labs, LLC4,818$39.7 萬
Coldstream Capital Management Inc3,773$31.1 萬
DRW Securities, LLC3,147$25.9 萬
Cordasco Financial Network973$8.00 萬
Private Capital Group, LLC945$7.80 萬
Urban Wealth Management, LLC937$7.70 萬
Lake Point Wealth Management152$1.30 萬
Fieldpoint Private Securities, LLC120$1.00 萬
Enterprise Trust & Investment Co63$5,000