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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 4 季與 2022 年第 3 季比較

持有 Welltower Inc. 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

WELL 的 13F 持有人:2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數78623799+36
股數4.64 億35.4 萬4.71 億+761.1 萬 (+1.6%)
市值$298.3 億$2,289 萬$308.8 億+$10.8 億 (+3.6%)

23 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(100 家)

2022 年第 4 季季末持有 Welltower Inc.、2022 年第 3 季季末沒有持有的機構。

2022 年第 4 季新進 WELL 的機構
機構股數市值佔組合 %
Capital International Investors3,472,201$2.28 億0.06%
Waterfront Capital Partners, LLC964,999$6,326 萬5.17%
Alyeska Investment Group, L.P.515,417$3,379 萬0.35%
GEM Realty Capital319,835$2,097 萬5.01%
Employees Retirement System of Texas263,000$1,724 萬0.25%
Oversea-Chinese Banking CORP Ltd207,881$1,363 萬0.79%
HGI Capital Management, LLC190,961$1,252 萬3.58%
Allstate Investment Management Co188,267$1,234 萬0.38%
Makena Capital Management LLC152,579$1,000 萬1.88%
Weiss Multi-Strategy Advisers LLC150,328$985.4 萬0.28%
Cercano Management LLC133,289$873.7 萬0.36%
Windle Wealth, LLC72,788$477.1 萬3.72%
ING Groep NV68,243$447.3 萬0.04%
Maryland State Retirement & Pension System37,200$243.8 萬0.07%
Bayesian Capital Management, LP27,200$178.3 萬0.26%
Avitas Wealth Management LLC22,980$150.6 萬0.32%
DoubleLine ETF Adviser LP20,982$137.5 萬0.71%
IMC-Chicago, LLC17,706$116.1 萬0.25%
Warwick Investment Management, Inc.17,240$113.0 萬0.46%
Agf Management Ltd16,616$108.9 萬0.01%
Dean Investment Associates, LLC15,454$101.3 萬0.17%
Kayne Anderson Rudnick Investment Management LLC14,771$96.8 萬0.00%
CI Private Wealth, LLC14,705$96.2 萬0.00%
Jefferies Financial Group Inc.13,100$85.9 萬0.01%
La Banque Postale Asset Management SA10,801$70.8 萬0.02%
Summit Global Investments10,754$70.5 萬0.06%
Gallagher Benefit Services, Inc.10,195$66.9 萬0.14%
Bleakley Financial Group, LLC10,081$66.1 萬0.02%
Quantinno Capital Management LP9,117$59.8 萬0.04%
Quantbot Technologies LP8,667$56.8 萬0.04%
Appleton Partners Inc8,193$53.7 萬0.05%
BBJS Financial Advisors, LLC6,681$43.8 萬0.20%
Panoramic Investment Advisors, LLC6,575$43.1 萬0.44%
Dudley Capital Management, LLC6,450$42.3 萬0.31%
FORA Capital, LLC5,756$37.7 萬0.06%
Baldwin Brothers Inc5,700$37.4 萬0.03%
Tilt Investment Management Holdings, PBC5,627$36.9 萬0.31%
Credit Capital Investments LLC5,500$36.1 萬0.52%
Lumbard & Kellner, LLC5,496$36.0 萬0.18%
Meeder Advisory Services, Inc.5,314$34.8 萬0.04%
Coldstream Capital Management Inc5,212$34.2 萬0.01%
DRW Securities, LLC5,191$34.0 萬0.07%
Banco Santander, S.A.5,039$33.0 萬0.00%
HF Advisory Group, LLC4,741$31.1 萬0.31%
Gyon Technologies Capital Management, LP4,549$29.8 萬0.11%
Ameritas Advisory Services, LLC4,266$28.0 萬0.01%
AlphaCore Capital LLC4,260$27.9 萬0.11%
FJ Capital Management LLC4,159$27.3 萬0.03%
EP Wealth Advisors, LLC4,131$27.1 萬0.00%
Nations Financial Group Inc,3,554$23.3 萬0.03%
Mosaic Family Wealth Partners, LLC3,500$22.9 萬0.06%
Cypress Capital Group3,462$22.7 萬0.03%
Pinnacle Wealth Planning Services, Inc.3,404$22.3 萬0.04%
Sound View Wealth Advisors Group, LLC2,376$21.4 萬0.02%
J.W. Cole Advisors, Inc.3,153$20.7 萬0.02%
Lombard Odier Asset Management (Switzerland) SA3,149$20.6 萬0.02%
Two Sigma Securities, LLC3,100$20.3 萬0.03%
CoreCap Advisors, LLC2,879$18.9 萬0.01%
Register Financial Advisors LLC2,600$17.0 萬0.11%
Pathway Financial Advisers, LLC2,284$15.0 萬0.06%
Accurate Wealth Management, LLC2,154$14.9 萬0.05%
Comerica Securities,inc.2,201$14.4 萬0.01%
Colonial Trust Advisors1,743$11.4 萬0.01%
Caldwell Sutter Capital, Inc.1,600$10.5 萬0.09%
Cary Street Partner Investment Advisory LLC1,469$9.63 萬0.01%
Glassy Mountain Advisors, Inc.1,416$9.28 萬0.05%
Riverview Trust Co1,242$8.10 萬0.08%
Grove Bank & Trust945$6.20 萬0.01%
Belpointe Asset Management LLC754$4.94 萬0.00%
McElhenny Sheffield Capital Management, LLC600$3.93 萬0.02%
Colonial Trust Co531$3.48 萬0.01%
Neo Ivy Capital Management468$3.10 萬0.02%
Farther Finance Advisors, LLC428$2.81 萬0.01%
Phocas Financial Corp.425$2.79 萬0.00%
Compass Wealth Management LLC400$2.62 萬0.01%
Resurgent Financial Advisors LLC335$2.20 萬0.01%
EWG Elevate Inc.306$2.01 萬0.01%
Coppell Advisory Solutions LLC300$1.97 萬0.01%
Coppell Advisory Solutions Corp.300$1.97 萬0.01%
Boyd Watterson Asset Management LLC228$1.49 萬0.01%
Hollencrest Capital Management215$1.41 萬0.00%
Armstrong Advisory Group, Inc201$1.32 萬0.00%
Horizon Bancorp Inc201$1.30 萬0.01%
Park Place Capital Corp179$1.20 萬0.00%
Sound Income Strategies, LLC175$1.15 萬0.00%
Central Bank & Trust Co144$9,4370.00%
NewSquare Capital LLC108$7,0790.00%
Piershale Financial Group, Inc.105$6,8830.01%
Delta Asset Management LLC100$6,5550.00%
WFA of San Diego, LLC100$6,5550.01%
Red Tortoise LLC81$5,3100.00%
Sofos Investments, Inc.66$5,2210.05%
First Manhattan Co54$3,5390.00%
New England Capital Financial Advisors LLC34$2,4760.00%
Retirement Financial Solutions, LLC24$1,5730.00%
Y.D. More Investments Ltd16$1,0530.00%
RFP Financial Group LLC9$6190.00%
My Personal CFO, LLC9$5900.00%
Fiduciary Alliance LLC9$5900.00%
Baker Avenue Asset Management, LP5$3280.00%

清倉機構(64 家)

2022 年第 3 季季末持有 Welltower Inc.、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 WELL 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
MUFG Securities EMEA plc3,051,525$1.96 億
Qube Research & Technologies Ltd464,281$2,986 萬
UBS Oconnor LLC238,217$1,532 萬
Caisse de Depot Et Placement du Quebec225,729$1,452 萬
Cannell Peter B & Co Inc134,505$865.1 萬
Worldquant Millennium Advisors LLC97,292$625.8 萬
PEAK6 Investments LLC75,405$485.0 萬
Duality Advisers, LP71,167$457.7 萬
Los Angeles Capital Management LLC66,623$428.5 萬
Highland Capital Management, LLC57,900$372.4 萬
Benson Investment Management Company, Inc.43,668$280.9 萬
AlphaCrest Capital Management LLC37,532$241.4 萬
Holocene Advisors, LP28,070$180.5 萬
OPSEU Pension Plan Trust Fund24,604$160.5 萬
Quadrature Capital Ltd24,911$160.3 萬
Wolverine Trading, LLC20,082$127.2 萬
Banque Pictet & Cie SA16,218$104.3 萬
Toews Corp15,600$100.3 萬
Cadent Capital Advisors, LLC10,635$68.4 萬
XTX Topco Ltd9,753$62.7 萬
Cutler Group LP6,968$44.8 萬
Magnetar Financial LLC6,682$43.0 萬
Jennison Associates LLC6,533$42.0 萬
Meeder Asset Management Inc6,309$40.6 萬
Spouting Rock Asset Management, LLC6,267$40.3 萬
Group One Trading, L.P.6,230$40.1 萬
Johnson Investment Counsel Inc5,934$38.2 萬
Ritholtz Wealth Management5,010$32.2 萬
Renasant Bank4,810$30.9 萬
Eudaimonia Partners, LLC4,403$28.3 萬
Bridgefront Capital, LLC4,384$28.2 萬
Koss-Olinger Consulting, LLC4,329$27.8 萬
AlphaMark Advisors, LLC4,230$27.2 萬
Alethea Capital Management, LLC4,191$27.0 萬
Gsa Capital Partners LLP3,748$24.1 萬
Gerber Kawasaki Wealth & Investment Management3,700$23.7 萬
Financial Advocates Investment Management3,436$22.1 萬
Kingsview Wealth Management, LLC3,414$22.0 萬
Valeo Financial Advisors, LLC3,259$21.0 萬
Great Valley Advisor Group, Inc.3,238$20.9 萬
Mutual Advisors, LLC3,139$20.2 萬
Shilanski & Associates, Inc.3,119$20.1 萬
Private Capital Management LLC3,119$20.1 萬
Pinebridge Investments, L.P.2,521$16.2 萬
Hudock, Inc.2,385$15.3 萬
Ellis Investment Partners, LLC1,588$10.2 萬
FAI Wealth Management1,500$9.60 萬
Evoke Wealth, LLC1,179$7.60 萬
Sugarloaf Wealth Management, LLC650$4.20 萬
Hallmark Capital Management Inc500$3.20 萬
Leonteq Securities AG448$2.88 萬
Investors Asset Management of Georgia Inc442$2.80 萬
Trustcore Financial Services, LLC442$2.80 萬
Selective Wealth Management, Inc.313$2.00 萬
Stonehage Fleming Financial Services Holdings Ltd325$2.00 萬
Crewe Advisors LLC213$1.40 萬
Centerpoint Advisors, LLC148$1.00 萬
Professional Financial Advisors, LLC112$7,000
Institutional & Family Asset Management, LLC68$4,000
Howe & Rusling Inc47$3,000
Pacifica Partners Inc.39$3,000
Atticus Wealth Management, LLC38$3,000
GPS Wealth Strategies Group, LLC17$1,000
Financial Synergies Wealth Advisors, Inc.5$322

尚未申報 2022 年第 4 季的機構(23 家)

2022 年第 3 季季末持有 Welltower Inc.、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 3 季持有 WELL、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Maryland Capital Management119,466$768.5 萬
Ashfield Capital Partners, LLC72,677$467.5 萬
Redpoint Investment Management Pty Ltd42,012$270.2 萬
Strategic Wealth Advisors Group, LLC25,099$161.4 萬
AGF Investments LLC22,075$142.0 萬
Sante Capital Fund, LP14,407$92.7 萬
Agf Investments Inc.10,823$69.6 萬
Corient Capital Partners, LLC6,716$55.3 萬
American Research & Management Co.5,700$36.7 萬
NuWave Investment Management, LLC5,471$35.2 萬
Regentatlantic Capital LLC5,352$34.4 萬
DRW Securities, L.L.C.5,164$33.2 萬
55I, LLC4,528$29.1 萬
Eaton Vance Management3,540$22.8 萬
Bluestein R H & Co3,500$22.5 萬
American Portfolios Advisors2,913$18.7 萬
Wipfli Financial Advisors LLC,2,049$13.2 萬
FourThought Financial, LLC1,356$8.70 萬
Covington Capital Management494$3.20 萬
Strategic Asset Management, LLC300$1.90 萬
Surevest, LLC208$1.30 萬
Monolith Advisors158$1.00 萬
USA Financial Portformulas Corp5$0