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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 3 季與 2023 年第 2 季比較

持有 Welltower Inc. 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

WELL 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數8137828+22
股數4.93 億103.6 萬5.13 億+2,123 萬 (+4.3%)
市值$399.0 億$8,383 萬$420.5 億+$22.3 億 (+5.6%)

7 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(69 家)

2023 年第 3 季季末持有 Welltower Inc.、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 WELL 的機構
機構股數市值佔組合 %
Pictet Asset Management Holding SA1,011,759$8,288 萬0.10%
Brookfield Asset Management Inc.217,333$1,780 萬0.11%
Tiaa Trust, National Association158,838$1,301 萬0.05%
HBK Investments L P119,964$982.7 萬0.22%
Wealth Enhancement Advisory Services, LLC111,709$915.1 萬0.03%
Investment Management Corp of Ontario91,100$746.3 萬0.29%
First Republic Investment Management, Inc.66,285$543.0 萬0.02%
ING Groep NV59,267$485.5 萬0.04%
QRG Capital Management, Inc.50,469$413.4 萬0.07%
Voloridge Investment Management, LLC41,560$340.5 萬0.02%
Vident Advisory, LLC39,205$321.2 萬0.10%
Ilmarinen Mutual Pension Insurance Co36,500$299.0 萬0.04%
Caisse de Depot Et Placement du Quebec32,000$262.1 萬0.01%
Westover Capital Advisors, LLC31,162$255.3 萬0.92%
Jefferies Financial Group Inc.26,457$216.7 萬0.05%
L & S Advisors Inc20,477$167.7 萬0.24%
Granite Bay Wealth Management, LLC19,160$157.5 萬0.02%
Envestnet Portfolio Solutions, Inc.14,693$120.4 萬0.01%
Dean Capital Management13,798$113.0 萬0.85%
AIA Group Ltd13,100$107.3 萬0.05%
LDR Capital Management LLC12,591$103.1 萬0.63%
Stokes Family Office, LLC8,894$72.9 萬0.09%
Landscape Capital Management, L.L.C.8,235$67.5 萬0.09%
FJ Capital Management LLC7,840$64.2 萬0.07%
Kingswood Wealth Advisors, LLC6,794$55.7 萬0.10%
Panoramic Investment Advisors, LLC6,325$51.8 萬0.48%
Ibex Wealth Advisors5,663$46.4 萬0.12%
Qube Research & Technologies Ltd5,206$42.6 萬0.00%
Monument Capital Management5,136$42.1 萬0.14%
Bailard, Inc.4,876$39.9 萬0.01%
NEOS Investment Management LLC4,492$36.8 萬0.05%
CWM Advisors, LLC4,433$36.3 萬0.05%
Kestra Private Wealth Services, LLC4,409$36.1 萬0.01%
Dynamic Technology Lab Private Ltd4,178$34.2 萬0.03%
Apollon Wealth Management, LLC4,090$33.5 萬0.02%
Evanson Asset Management, LLC3,728$30.5 萬0.03%
Stock Yards Bank & Trust Co3,553$29.1 萬0.01%
Jump Financial, LLC3,457$28.3 萬0.01%
Trinity Financial Advisors LLC3,428$28.1 萬0.15%
Syon Capital LLC3,400$27.9 萬0.03%
Parallax Volatility Advisers, L.P.3,320$27.2 萬0.01%
Tectonic Advisors LLC3,270$26.8 萬0.03%
Dynamic Advisor Solutions LLC3,249$26.6 萬0.01%
Ameritas Advisory Services, LLC3,078$25.9 萬0.01%
Insigneo Advisory Services, LLC2,941$24.1 萬0.05%
Virtu Financial LLC2,596$21.3 萬0.02%
River Street Advisors LLC2,522$20.7 萬0.19%
IFG Advisory, LLC2,460$20.2 萬0.02%
SYSTM Wealth Solutions LLC2,459$20.1 萬0.03%
First National Bank of Mount Dora, Trust Investment Services2,455$20.1 萬0.06%
Spartan Planning & Wealth Management2,369$19.4 萬0.23%
NBC Securities, Inc.1,230$10.0 萬0.01%
Larson Financial Group LLC1,103$9.04 萬0.01%
Pathway Financial Advisers, LLC947$7.75 萬0.03%
CWS Financial Advisors, LLC892$7.31 萬0.03%
First Manhattan Co800$6.55 萬0.00%
Annis Gardner Whiting Capital Advisors, LLC747$6.12 萬0.03%
Operose Advisors LLC605$4.96 萬0.02%
Rational Advisors LLC524$4.29 萬0.00%
Householder Group Estate & Retirement Specialist, LLC500$4.10 萬0.01%
Sofos Investments, Inc.459$1.60 萬0.00%
Semmax Financial Advisors Inc.62$5,3030.00%
Fortis Group Advisors, LLC50$4,0960.00%
Psagot Value Holdings Ltd. / (Israel)31$3,0000.00%
Financial Synergies Wealth Advisors, Inc.19$1,5570.00%
Perkins Coie Trust Co8$6540.00%
Tortoise Investment Management, LLC5$4100.00%
Heritage Wealth Advisors4$3280.00%
ClariVest Asset Management LLC6$00.00%

清倉機構(47 家)

2023 年第 2 季季末持有 Welltower Inc.、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 WELL 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Zimmer Partners, LP500,000$4,045 萬
Ergoteles LLC59,419$480.6 萬
HGI Capital Management, LLC52,541$425.0 萬
Allstate Corp47,624$385.2 萬
Moran Wealth Management, LLC47,363$383.1 萬
Vident Investment Advisory, LLC40,089$324.2 萬
Endeavour Capital Advisors Inc25,340$205.0 萬
DuPont Capital Management Corp22,788$184.3 萬
Broderick Brian C18,500$149.6 萬
GEM Realty Capital16,912$136.8 萬
Bayesian Capital Management, LP16,508$133.5 萬
PFG Advisors15,885$128.5 萬
AlphaCentric Advisors LLC11,059$89.5 萬
XTX Topco Ltd9,307$75.3 萬
Banco BTG Pactual S.A.8,283$67.0 萬
Veritable, L.P.8,091$65.4 萬
Wexford Capital LP7,505$60.7 萬
Machina Capital S.A.S.4,731$38.3 萬
Paloma Partners Management Co3,016$24.4 萬
Van Hulzen Asset Management, LLC2,900$23.5 萬
Mutual Advisors, LLC2,775$22.4 萬
Angeles Investment Advisors, LLC2,670$21.6 萬
SeaCrest Wealth Management, LLC2,636$21.3 萬
Walter & Keenan Financial Consulting Co2,520$20.4 萬
Geller Advisors LLC2,491$20.1 萬
Achmea Investment Management B.V.1,744$14.1 萬
Kapitalo Investimentos Ltda1,567$12.8 萬
ICA Group Wealth Management, LLC1,084$8.77 萬
Highlander Capital Management, LLC500$4.00 萬
Tilia Fiduciary Partners, Inc.387$3.13 萬
Disciplined Investments, LLC387$3.13 萬
CVA Family Office, LLC305$2.47 萬
PCA Investment Advisory Services Inc.138$1.12 萬
Toth Financial Advisory Corp134$1.08 萬
Horizons Wealth Management114$9,213
West Tower Group, LLC106$8,574
RE Dickinson Investment Advisors, LLC100$8,000
Montag A & Associates Inc92$7,442
Clearview Wealth Advisors LLC42$3,397
KB Financial Partners, LLC40$3,000
TD Ameritrade Investment Management, LLC27$2,000
Eagle Bay Advisors LLC15$1,213
Y.D. More Investments Ltd13$1,052
Safeguard Financial, LLC6$1,000
Fiduciary Alliance LLC9$728
USA Financial Portformulas Corp5$404
Crewe Advisors LLC2$162

尚未申報 2023 年第 3 季的機構(7 家)

2023 年第 2 季季末持有 Welltower Inc.、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 WELL、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Pictet Asset Management SA989,667$8,005 萬
Tekla Capital Management LLC41,484$335.6 萬
EA Series Trust3,482$28.2 萬
Kistler-Tiffany Companies, LLC1,117$9.03 萬
First Capital Advisors Group, LLC.317$2.56 萬
BDO Wealth Advisors, LLC211$1.71 萬
Piershale Financial Group, Inc.105$8,493