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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Welltower Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

WELL 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數9358963+36
股數5.39 億2.94 萬5.63 億+2,494 萬 (+4.6%)
市值$485.5 億$264.9 萬$526.3 億+$40.8 億 (+8.4%)

8 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（97 家）

2024 年第 1 季季末持有 Welltower Inc.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 WELL 的機構
機構股數市值佔組合 %
Zimmer Partners, LP3,316,750$3.10 億6.74%
Healthcare of Ontario Pension Plan Trust Fund371,855$3,475 萬0.12%
ExodusPoint Capital Management, LP363,516$3,397 萬0.42%
Resona Asset Management Co.,Ltd.313,775$2,932 萬0.17%
Danske Bank A/S278,410$2,601 萬0.08%
Capstone Investment Advisors, LLC230,149$2,151 萬0.40%
CIBC World Markets Inc.220,074$2,056 萬0.05%
Waterfront Capital Partners, LLC157,000$1,467 萬1.37%
Moore Capital Management, LP118,100$1,104 萬0.23%
Susquehanna Fundamental Investments, LLC105,800$988.6 萬0.46%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main103,558$967.6 萬0.01%
Gillson Capital LP88,500$826.9 萬0.79%
Caisse de Depot Et Placement du Quebec81,600$762.5 萬0.02%
GSI Capital Advisors LLC73,089$682.9 萬4.01%
CNH Partners LLC61,100$570.1 萬0.20%
Two Sigma Investments, LP53,302$498.1 萬0.01%
Tudor Investment Corp Et Al40,679$380.1 萬0.05%
Centiva Capital, LP25,587$239.1 萬0.13%
Winton Group Ltd22,953$214.5 萬0.15%
Pinebridge Investments, L.P.22,888$213.9 萬0.02%
Kestra Private Wealth Services, LLC20,894$195.2 萬0.04%
Arbor Capital Management Inc15,212$148.5 萬1.41%
Allianz SE14,135$132.1 萬0.04%
Simplicity Wealth,LLC12,042$112.5 萬0.03%
Danica Pension, Livsforsikringsaktieselskab11,456$107.0 萬0.02%
XTX Topco Ltd10,368$96.9 萬0.13%
LGT Fund Management Co Ltd.10,237$95.7 萬0.40%
Lombard Odier Asset Management (Switzerland) SA10,153$94.9 萬0.07%
Man Group plc9,699$90.6 萬0.00%
Buckingham Capital Management, Inc.9,540$89.1 萬0.11%
Red Cedar Investment Management, LLC9,144$85.4 萬0.11%
Quadrature Capital Ltd8,228$76.8 萬0.01%
MBB Public Markets I LLC7,766$72.6 萬0.05%
Machina Capital S.A.S.7,482$69.9 萬0.37%
Quest Partners LLC7,023$65.6 萬0.11%
Inceptionr LLC6,798$63.5 萬0.16%
Virtu Financial LLC5,867$54.8 萬0.04%
Cullinan Associates Inc5,810$54.3 萬0.03%
Davy Global Fund Management Ltd5,804$54.2 萬0.06%
Capula Management Ltd5,627$52.6 萬0.02%
Alethea Capital Management, LLC5,296$49.5 萬0.40%
Retirement Guys Formula LLC5,087$47.5 萬0.23%
LRI Investments, LLC4,953$46.3 萬0.12%
Strategy Asset Managers LLC4,630$43.3 萬0.09%
Dynamic Technology Lab Private Ltd4,561$42.6 萬0.05%
Connor, Clark & Lunn Investment Management Ltd.4,408$41.2 萬0.00%
SpiderRock Advisors, LLC4,382$40.4 萬0.01%
BBR Partners, LLC3,864$36.1 萬0.03%
Baldwin Investment Management, LLC3,310$30.9 萬0.04%
Cipher Capital LP2,906$27.2 萬0.13%
Group One Trading, L.P.2,847$26.6 萬0.01%
Versor Investments LP2,747$25.7 萬0.05%
Sigma Planning Corp2,694$25.2 萬0.01%
Wiley Bros.-Aintree Capital, LLC2,671$25.0 萬0.03%
NBW Capital LLC2,590$24.2 萬0.05%
180 Wealth Advisors, LLC2,506$23.4 萬0.04%
Pitcairn Co2,462$23.0 萬0.01%
Legacy Financial Advisors, Inc.2,311$21.6 萬0.04%
Essex Financial Services, Inc.2,282$21.3 萬0.02%
Mystic Asset Management, Inc.2,265$21.2 萬0.09%
Cutler Group LP2,253$21.0 萬0.11%
Blue Fin Capital, Inc.2,210$20.7 萬0.05%
Sit Investment Associates Inc2,195$20.5 萬0.00%
Jacobi Capital Management LLC2,194$20.5 萬0.02%
Abn Amro Investment Solutions2,180$20.4 萬0.00%
Strategic Blueprint, LLC2,176$20.3 萬0.01%
Balentine LLC2,173$20.3 萬0.01%
Synovus Financial Corp2,157$20.2 萬0.00%
Mather Group, LLC.1,945$17.5 萬0.00%
Bullock Wealth Management Group1,758$16.2 萬0.11%
Riverview Trust Co1,582$14.8 萬0.11%
Continuum Advisory, LLC1,471$14.6 萬0.02%
Cornerstone Advisors, LLC1,400$13.1 萬0.01%
Quarry LP573$5.35 萬0.02%
Opal Wealth Advisors, LLC461$4.30 萬0.01%
Princeton Global Asset Management LLC350$3.27 萬0.01%
Rise Advisors, LLC291$2.72 萬0.01%
Your Advocates Ltd., LLP250$2.34 萬0.01%
Elequin Capital LP217$2.03 萬0.00%
New Covenant Trust Company, N.A.207$1.93 萬0.02%
Mma Asset Management LLC199$1.86 萬0.01%
Crewe Advisors LLC195$1.82 萬0.00%
Central Pacific Bank - Trust Division104$9,5670.00%
St Germain D J Co Inc100$9,3440.00%
Front Row Advisors LLC58$5,4200.00%
Sugarloaf Wealth Management, LLC57$5,3260.00%
Venturi Wealth Management, LLC52$4,8600.00%
Peoples Bank50$4,6720.00%
Redmont Wealth Advisors LLC46$4,2980.01%
Westend Capital Management, LLC21$1,9620.00%
Financial Synergies Wealth Advisors, Inc.19$1,7760.00%
WR Wealth Planners, LLC14$1,3080.00%
NVWM, LLC11$1,0280.00%
Cornerstone Planning Group LLC9$8630.00%
Bartlett & Co. Wealth Management LLC7$6540.00%
Delos Wealth Advisors, LLC5$4680.00%
TD Capital Management LLC5$4670.00%

清倉機構（61 家）

2023 年第 4 季季末持有 Welltower Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 WELL 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Duff & Phelps Investment Management Co2,101,707$1.90 億
Voloridge Investment Management, LLC287,944$2,596 萬
Capital Fund Management S.A.165,764$1,495 萬
Bridgewater Associates, LP142,217$1,282 萬
Pictet & Cie (Europe) SA78,156$704.7 萬
Cinctive Capital Management LP67,289$606.7 萬
South Dakota Investment Council57,289$516.6 萬
Cetera Advisor Networks LLC48,148$434.1 萬
Walleye Trading LLC22,257$200.7 萬
Formula Growth Ltd21,619$194.9 萬
Cetera Advisors LLC19,742$178.0 萬
UBS Oconnor LLC15,117$136.3 萬
Y-Intercept (Hong Kong) Ltd14,705$132.6 萬
Parallax Volatility Advisers, L.P.12,953$116.8 萬
Simplex Trading, LLC12,305$110.9 萬
FJ Investments, LLC10,877$98.1 萬
JLP Asset Management, LLC10,400$93.8 萬
USA Financial Portformulas Corp10,147$91.5 萬
AE Wealth Management LLC10,250$89.6 萬
FORA Capital, LLC8,352$75.3 萬
Graham Capital Management, L.P.7,797$70.3 萬
Weiss Asset Management LP6,179$55.7 萬
Kingswood Wealth Advisors, LLC6,095$55.0 萬
Landscape Capital Management, L.L.C.5,113$46.1 萬
Granite Bay Wealth Management, LLC4,740$40.6 萬
Quantitative Investment Management, LLC4,474$40.3 萬
BayBridge Capital Group, LLC3,982$36.6 萬
Corton Capital Inc.3,956$35.7 萬
Two Sigma Securities, LLC3,738$33.7 萬
Premier Path Wealth Partners, LLC3,694$33.3 萬
Wolverine Trading, LLC3,167$28.6 萬
Cascade Investment Advisors, Inc.2,815$25.4 萬
Hartline Investment Corp2,782$25.1 萬
IMPACTfolio, LLC2,749$24.8 萬
iA Global Asset Management Inc.2,620$23.6 萬
Weybosset Research & Management LLC2,600$23.4 萬
IFG Advisory, LLC2,477$22.3 萬
SeaCrest Wealth Management, LLC2,461$21.8 萬
Gratus Wealth Advisors, LLC2,413$21.8 萬
Hunter Associates Investment Management LLC2,400$21.7 萬
Morningstar Investment Services LLC2,344$21.4 萬
Wealthspire Advisors, LLC2,360$21.3 萬
Glassman Wealth Services2,306$20.8 萬
Northcape Wealth Management, LLC2,271$20.5 萬
Gateway Investment Advisers LLC2,252$20.3 萬
Advisor Resource Council2,229$20.1 萬
Emfo, LLC1,150$10.4 萬
West Tower Group, LLC1,053$9.49 萬
LM Advisors LLC690$6.22 萬
Focused Wealth Management, Inc593$5.34 萬
Turtle Creek Wealth Advisors, LLC545$4.91 萬
Smithfield Trust Co500$4.50 萬
First Foundation Advisors303$2.73 萬
Tennessee Valley Asset Management Partners241$2.17 萬
Maryland Capital Advisors Inc.177$1.60 萬
EdgeRock Capital LLC144$1.27 萬
Missouri Trust & Investment Co100$9,017
Cape Investment Advisory, Inc.82$7,394
Lee Financial Co35$3,156
Long Island Wealth Management, Inc.21$2,000
Ibex Wealth Advisors5$495

尚未申報 2024 年第 1 季的機構（8 家）

2023 年第 4 季季末持有 Welltower Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 WELL、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Sawtooth Solutions, LLC10,761$97.0 萬
Fairfield Financial Advisors, LTD10,294$92.8 萬
Spouting Rock Asset Management, LLC3,000$27.1 萬
Tilt Investment Management Holdings, PBC2,268$20.5 萬
Desjardins Global Asset Management Inc.2,155$19.4 萬
Spartan Planning & Wealth Management692$6.24 萬
Strategic Investment Solutions, Inc.205$1.84 萬
Baystate Wealth Management LLC3$321