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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 4 季與 2023 年第 3 季比較

持有 Welltower Inc. 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

WELL 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數8288935+115
股數5.13 億28.6 萬5.39 億+2,548 萬 (+5.0%)
市值$420.5 億$2,346 萬$485.5 億+$65.2 億 (+15.5%)

8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(160 家)

2023 年第 4 季季末持有 Welltower Inc.、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 160 家。

2023 年第 4 季新進 WELL 的機構
機構股數市值佔組合 %
Marshall Wace, LLP273,024$2,462 萬0.05%
Susquehanna Portfolio Strategies, LLC221,682$1,999 萬0.36%
Capital Fund Management S.A.165,764$1,495 萬0.19%
Walleye Capital LLC108,203$975.7 萬0.14%
Connors Investor Services Inc106,477$960.1 萬1.08%
Nomura Holdings Inc98,221$885.7 萬0.08%
Quantbot Technologies LP92,413$833.3 萬0.48%
Twinbeech Capital LP88,229$795.6 萬0.13%
Degroof Petercam Asset Management79,700$718.7 萬0.09%
Transform Wealth, LLC74,790$674.4 萬0.66%
Lighthouse Investment Partners, LLC70,000$631.2 萬0.46%
Cinctive Capital Management LP67,289$606.7 萬0.42%
Renaissance Technologies LLC65,663$592.1 萬0.01%
Harbour Trust & Investment Management Co59,986$540.9 萬0.76%
Alpine Global Management, LLC57,700$520.3 萬1.42%
Alyeska Investment Group, L.P.56,205$506.8 萬0.03%
Magnetar Financial LLC42,515$383.4 萬0.10%
DoubleLine ETF Adviser LP37,989$342.5 萬0.99%
D L Carlson Investment Group Inc35,374$331.6 萬0.67%
Pathstone Holdings, LLC35,945$324.1 萬0.02%
Varma Mutual Pension Insurance Co29,600$266.9 萬0.03%
Kempen Capital Management N.V.29,300$264.2 萬0.04%
Engineers Gate Manager LP23,731$214.0 萬0.06%
Walleye Trading LLC22,257$200.7 萬0.03%
Groupama Asset Managment20,030$180.7 萬0.05%
Proquility Private Wealth Partners, LLC19,191$173.0 萬0.66%
Moran Wealth Management, LLC19,177$172.9 萬0.06%
Stevens Capital Management LP16,171$145.8 萬0.36%
Y-Intercept (Hong Kong) Ltd14,705$132.6 萬0.12%
Arrowstreet Capital, Limited Partnership14,517$130.9 萬0.00%
Colony Group, LLC14,509$130.8 萬0.02%
GEM Realty Capital12,314$111.0 萬0.18%
Simplex Trading, LLC12,305$110.9 萬0.03%
Boothbay Fund Management, LLC11,999$108.2 萬0.04%
Kestra Advisory Services, LLC4,228$98.5 萬0.01%
FJ Investments, LLC10,877$98.1 萬0.05%
Sanibel Captiva Trust Company, Inc.10,530$94.9 萬0.03%
McKinley Capital Management LLC /Delaware10,288$92.8 萬0.12%
USA Financial Portformulas Corp10,147$91.5 萬0.16%
Handelsinvest Investeringsforvaltning9,931$89.5 萬0.37%
Trueblood Wealth Management, LLC8,952$80.7 萬0.51%
HighPoint Advisor Group LLC8,571$78.2 萬0.06%
FORA Capital, LLC8,352$75.3 萬0.06%
Fox Run Management, L.L.C.8,097$73.0 萬0.19%
Graham Capital Management, L.P.7,797$70.3 萬0.02%
Concurrent Investment Advisors, LLC7,681$69.3 萬0.03%
Gold Investment Management Ltd.7,555$68.1 萬0.29%
Dodds Wealth, LLC7,529$67.9 萬0.35%
Weiss Asset Management LP6,179$55.7 萬0.04%
Azzad Asset Management Inc6,027$54.3 萬0.07%
NorthRock Partners, LLC5,634$50.8 萬0.02%
Qtron Investments LLC5,559$50.1 萬0.08%
Dakota Wealth Management5,558$50.1 萬0.02%
CAPROCK Group, Inc.5,548$50.0 萬0.03%
Mesirow Financial Investment Management, Inc.5,472$49.3 萬0.02%
Emergent Wealth Advisors, LLC5,162$46.5 萬0.43%
LongView Wealth Management5,012$44.9 萬0.20%
Verde Capital Management4,947$44.6 萬0.17%
Drake & Associates, LLC4,946$44.6 萬0.18%
HGI Capital Management, LLC4,655$42.0 萬0.48%
Ellevest, Inc.4,582$41.3 萬0.03%
Quantitative Investment Management, LLC4,474$40.3 萬0.02%
Acadian Asset Management LLC4,469$40.1 萬0.00%
LifePlan Financial, LLC4,302$38.8 萬0.39%
Buckingham Strategic Partners4,077$36.8 萬0.02%
BayBridge Capital Group, LLC3,982$36.6 萬0.34%
Atom Investors LP4,059$36.6 萬0.06%
GeoWealth Management, LLC4,026$36.3 萬0.03%
Principal Securities, Inc.4,014$36.2 萬0.01%
Kapitalo Investimentos Ltda4,005$36.1 萬0.07%
Corton Capital Inc.3,956$35.7 萬0.11%
Lake Street Advisors Group, LLC3,846$34.7 萬0.02%
Livelsberger Financial Advisory3,814$34.4 萬0.31%
GAMMA Investing LLC3,910$33.8 萬0.09%
Two Sigma Securities, LLC3,738$33.7 萬0.02%
Premier Path Wealth Partners, LLC3,694$33.3 萬0.07%
MQS Management LLC3,646$32.9 萬0.18%
Lake Street Financial LLC3,633$32.8 萬0.05%
Schonfeld Strategic Advisors LLC3,360$30.3 萬0.00%
Edgestream Partners, L.P.3,225$29.1 萬0.02%
Cetera Trust Company, N.A3,225$29.1 萬0.18%
Catalytic Wealth RIA, LLC3,205$28.9 萬0.13%
Lynx Capital Group Ltd3,001$27.1 萬0.20%
Spouting Rock Asset Management, LLC3,000$27.1 萬0.10%
Cambria Investment Management, L.P.2,852$25.7 萬0.02%
Convergence Investment Partners, LLC2,715$24.5 萬0.13%
Painted Porch Advisors LLC2,623$23.7 萬0.18%
iA Global Asset Management Inc.2,620$23.6 萬0.01%
Graypoint LLC2,565$23.1 萬0.02%
Wedbush Securities Inc2,527$22.8 萬0.01%
Fiduciary Trust Co2,490$22.5 萬0.00%
Mutual Advisors, LLC2,489$22.4 萬0.01%
InterOcean Capital Group, LLC2,421$21.8 萬0.01%
SeaCrest Wealth Management, LLC2,461$21.8 萬0.03%
Gratus Wealth Advisors, LLC2,413$21.8 萬0.04%
TownSquare Capital, LLC2,410$21.7 萬0.00%
Hunter Associates Investment Management LLC2,400$21.7 萬0.04%
Clifford Swan Investment Counsel LLC2,406$21.7 萬0.01%
Moloney Securities Asset Management, LLC2,376$21.4 萬0.03%
Sound View Wealth Advisors Group, LLC2,376$21.4 萬0.02%

清倉機構(45 家)

2023 年第 3 季季末持有 Welltower Inc.、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 WELL 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Waterfront Capital Partners, LLC457,238$3,746 萬
GSI Capital Advisors LLC50,508$413.8 萬
Caisse de Depot Et Placement du Quebec32,000$262.1 萬
L & S Advisors Inc20,477$167.7 萬
Oxford Financial Group Ltd17,218$141.0 萬
Elequin Capital LP13,803$113.1 萬
LDR Capital Management LLC12,591$103.1 萬
Pearl River Capital, LLC10,583$86.7 萬
DRW Securities, LLC9,575$78.4 萬
Stokes Family Office, LLC8,894$72.9 萬
Fund Management at Engine No. 1 LLC7,418$60.8 萬
Sompo Asset Management Co., Ltd.4,940$40.5 萬
Kestra Private Wealth Services, LLC4,409$36.1 萬
Dynamic Technology Lab Private Ltd4,178$34.2 萬
Sigma Planning Corp3,779$31.0 萬
Trinity Financial Advisors LLC3,428$28.1 萬
Beverly Hills Private Wealth, LLC3,164$25.9 萬
Blueprint Investment Partners LLC3,085$25.3 萬
Old National Bancorp3,032$24.8 萬
First International Bank & Trust2,743$22.5 萬
M&G Investment Management Ltd2,643$21.7 萬
Balentine LLC2,612$21.4 萬
Virtu Financial LLC2,596$21.3 萬
Cutler Group LP2,403$19.6 萬
Stonebridge Capital Advisors LLC1,576$12.9 萬
Cary Street Partner Investment Advisory LLC1,324$10.8 萬
Riverview Trust Co1,242$10.2 萬
CWS Financial Advisors, LLC892$7.31 萬
First Manhattan Co800$6.55 萬
Earnest Partners LLC250$2.05 萬
NVWM, LLC245$2.01 萬
Coppell Advisory Solutions LLC300$1.97 萬
ORG Partners LLC239$1.96 萬
IMA Wealth, Inc.155$1.27 萬
Investors Research Corp116$9,503
Front Row Advisors LLC58$4,751
Silicon Valley Capital Partners40$3,302
Princeton Global Asset Management LLC37$3,031
Buck Wealth Strategies, LLC36$2,913
Financial Synergies Wealth Advisors, Inc.19$1,557
Perkins Coie Trust Co8$654
Baker Avenue Asset Management, LP7$573
Tortoise Investment Management, LLC5$410
Heritage Wealth Advisors4$328
Clear Street Markets LLC1$0

尚未申報 2023 年第 4 季的機構(8 家)

2023 年第 3 季季末持有 Welltower Inc.、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 WELL、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Virginia Retirement Systems Et Al127,760$1,047 萬
First Republic Investment Management, Inc.66,285$543.0 萬
Private Asset Management Inc43,053$352.7 萬
Advisor Partners II, LLC19,630$160.8 萬
Colony Group LLC14,781$121.1 萬
Pathstone Family Office, LLC14,208$116.4 萬
Sutton Wealth Advisors Inc.546$4.47 萬
Kenfarb & Co.100$8,192