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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。

2023 年第 2 季與 2023 年第 1 季比較

持有 Welltower Inc. 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

WELL 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數7764813+41
股數4.82 億8,8324.93 億+1,120 萬 (+2.3%)
市值$344.6 億$61.0 萬$399.0 億+$54.5 億 (+15.8%)

4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(79 家)

2023 年第 2 季季末持有 Welltower Inc.、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 WELL 的機構
機構股數市值佔組合 %
Hazelview Securities Inc.711,942$5,780 萬8.93%
UniSuper Management Pty Ltd268,023$2,168 萬0.25%
Capital Group Investment Management Pte. Ltd.166,700$1,348 萬0.67%
Pictet & Cie (Europe) SA73,288$592.8 萬0.20%
Ergoteles LLC59,419$480.6 萬0.23%
Squarepoint Ops LLC50,389$407.6 萬0.02%
Capital Group Private Client Services, Inc.36,165$292.5 萬0.03%
GYL Financial Synergies, LLC19,382$156.8 萬0.14%
Formula Growth Ltd18,312$148.1 萬0.47%
Bayesian Capital Management, LP16,508$133.5 萬0.14%
XTX Topco Ltd9,307$75.3 萬0.13%
Sherbrooke Park Advisers LLC8,979$72.6 萬0.38%
Sandy Spring Bank8,916$72.1 萬0.04%
Banco BTG Pactual S.A.8,283$67.0 萬0.43%
Pacific Sun Financial Corp7,238$51.9 萬0.35%
1832 Asset Management L.P.6,000$48.5 萬0.00%
Elequin Capital LP5,252$42.5 萬0.22%
Machina Capital S.A.S.4,731$38.3 萬0.22%
D. E. Shaw & Co., Inc.4,300$34.8 萬0.00%
Fukoku Mutual Life Insurance Co4,163$33.7 萬0.03%
True North Advisors, LLC3,925$31.7 萬0.09%
Empowered Funds, LLC3,482$28.2 萬0.01%
EA Series Trust3,482$28.2 萬0.01%
Ashton Thomas Private Wealth, LLC3,471$28.1 萬0.02%
GTS Securities LLC3,466$28.0 萬0.01%
Prairie Sky Financial Group LLC3,332$27.0 萬0.18%
PDS Planning, Inc3,145$25.4 萬0.03%
CoreCap Advisors, LLC3,090$25.0 萬0.02%
Sentry Investment Management LLC3,040$24.6 萬0.09%
Old National Bancorp3,037$24.6 萬0.01%
Paloma Partners Management Co3,016$24.4 萬0.06%
Brighton Jones LLC2,962$24.0 萬0.01%
CX Institutional2,924$23.7 萬0.01%
FineMark National Bank & Trust2,877$23.3 萬0.01%
Balboa Wealth Partners2,842$23.0 萬0.08%
Financial Advocates Investment Management2,834$22.9 萬0.02%
Valeo Financial Advisors, LLC2,809$22.7 萬0.01%
Hartline Investment Corp2,782$22.5 萬0.04%
Merit Financial Group, LLC2,744$22.2 萬0.01%
Koshinski Asset Management, Inc.2,731$22.1 萬0.02%
Marcum Wealth, LLC2,731$22.1 萬0.03%
Keel Point, LLC2,707$21.9 萬0.03%
Keystone Financial Group2,681$21.7 萬0.04%
Nilsine Partners, LLC2,680$21.7 萬0.03%
Angeles Investment Advisors, LLC2,670$21.6 萬0.02%
Sage Mountain Advisors LLC2,658$21.5 萬0.03%
HBK Sorce Advisory LLC2,651$21.4 萬0.01%
IMPACTfolio, LLC2,645$21.4 萬0.17%
Kingsview Wealth Management, LLC2,636$21.3 萬0.01%
SeaCrest Wealth Management, LLC2,636$21.3 萬0.03%
Summit Trail Advisors, LLC2,606$21.1 萬0.01%
Warwick Investment Management, Inc.2,600$21.0 萬0.08%
Safeguard Investment Advisory Group, LLC2,582$20.9 萬0.09%
Horizon Wealth Management, LLC2,578$20.9 萬0.08%
Wharton Business Group, LLC2,555$20.7 萬0.01%
Armor Investment Advisors, LLC2,550$20.6 萬0.12%
Walter & Keenan Financial Consulting Co2,520$20.4 萬0.07%
Hudock, Inc.2,493$20.2 萬0.05%
Geller Advisors LLC2,491$20.1 萬0.03%
Ninepoint Partners LP1,857$15.0 萬0.02%
Kapitalo Investimentos Ltda1,567$12.8 萬0.02%
Natixis1,430$11.6 萬0.00%
ORG Partners LLC364$2.92 萬0.00%
First Capital Advisors Group, LLC.317$2.56 萬0.01%
Coppell Advisory Solutions LLC300$2.41 萬0.01%
Cherry Tree Wealth Management, LLC250$2.02 萬0.01%
PCA Investment Advisory Services Inc.138$1.12 萬0.01%
Toth Financial Advisory Corp134$1.08 萬0.00%
Horizons Wealth Management114$9,2130.01%
West Tower Group, LLC106$8,5740.01%
Missouri Trust & Investment Co100$8,0890.00%
Robinswood Financial LLC72$5,8240.00%
Headlands Technologies LLC54$4,3680.00%
Silicon Valley Capital Partners40$3,2360.00%
Lee Financial Co35$2,8320.00%
Safeguard Financial, LLC6$1,0000.00%
Fiduciary Alliance LLC9$7280.00%
Versant Capital Management, Inc7$5660.00%
Crewe Advisors LLC2$1620.00%

清倉機構(38 家)

2023 年第 1 季季末持有 Welltower Inc.、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 WELL 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Schonfeld Strategic Advisors LLC237,581$1,703 萬
Ranger Global Real Estate Advisors, LLC137,272$984.1 萬
First Republic Investment Management, Inc.102,889$737.6 萬
Connor, Clark & Lunn Investment Management Ltd.44,176$316.7 萬
Walleye Trading LLC41,546$297.8 萬
Boothbay Fund Management, LLC35,373$253.6 萬
Cinctive Capital Management LP27,707$198.6 萬
DoubleLine ETF Adviser LP23,739$170.2 萬
Exos TFP Holdings LLC11,473$82.2 萬
La Banque Postale Asset Management SA10,529$75.5 萬
M Holdings Securities, Inc.9,741$69.8 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,834$63.3 萬
Greenland Capital Management LP7,705$55.2 萬
Oak Thistle LLC7,458$53.5 萬
U.S. Capital Wealth Advisors, LLC6,278$45.0 萬
World Equity Group, Inc.4,604$41.8 萬
FJ Capital Management LLC5,592$40.1 萬
First Hawaiian Bank5,147$36.9 萬
Cubist Systematic Strategies, LLC4,783$34.3 萬
Landscape Capital Management, L.L.C.3,709$26.6 萬
Ameritas Advisory Services, LLC3,126$22.8 萬
Titleist Asset Management, LLC3,087$22.1 萬
Insigneo Advisory Services, LLC2,969$21.1 萬
Harel Insurance Investments & Financial Services Ltd.1,850$13.1 萬
ING Groep NV1,258$9.02 萬
Edmond de Rothschild Holding S.A.1,255$9.00 萬
Accel Wealth Management1,005$7.20 萬
Belpointe Asset Management LLC984$7.05 萬
International Assets Investment Management, LLC976$7.00 萬
Ellevest, Inc.582$4.17 萬
Strategic Investment Solutions, Inc.205$1.47 萬
Community Bank, N.A.200$1.43 萬
Rain Capital Management, LLC75$5,377
Clean Yield Group63$4,516
TCI Wealth Advisors, Inc.57$4,087
BerganKDV Wealth Management, LLC38$2,739
Central Bank & Trust Co13$931
Assetmark, Inc7$502

尚未申報 2023 年第 2 季的機構(4 家)

2023 年第 1 季季末持有 Welltower Inc.、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 WELL、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
HighTower Trust Services, LTA5,925$40.2 萬
Pathway Financial Advisers, LLC2,320$16.6 萬
Householder Group Estate & Retirement Specialist, LLC500$3.60 萬
Ahrens Investment Partners LLC87$6,237