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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 2 季與 2024 年第 1 季比較

持有 Welltower Inc. 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

WELL 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數963161,001+54
股數5.63 億147.7 萬5.85 億+2,310 萬 (+4.1%)
市值$526.3 億$1.38 億$609.7 億+$84.8 億 (+16.2%)

16 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(124 家)

2024 年第 2 季季末持有 Welltower Inc.、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 124 家。

2024 年第 2 季新進 WELL 的機構
機構股數市值佔組合 %
Duff & Phelps Investment Management Co2,445,827$2.55 億3.25%
Capital Research Global Investors652,246$6,800 萬0.01%
Braun Stacey Associates Inc241,582$2,519 萬0.98%
Corebridge Financial, Inc.152,668$1,592 萬0.09%
Manning & Napier Advisors LLC141,643$1,477 萬0.17%
Voloridge Investment Management, LLC123,509$1,288 萬0.05%
Capital Fund Management S.A.115,681$1,206 萬0.14%
Balyasny Asset Management LLC113,127$1,179 萬0.03%
Mirae Asset Global ETFs Holdings Ltd.80,295$837.1 萬0.02%
Sanctuary Advisors, LLC84,358$795.8 萬0.06%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)68,539$714.5 萬0.08%
Mizuho Securities USA LLC46,105$480.6 萬0.11%
Consolidated Planning Corp43,438$452.8 萬0.75%
BCJ Capital Management, LLC32,724$341.1 萬0.27%
Allstate Corp29,166$304.1 萬0.25%
FORA Capital, LLC25,080$261.5 萬0.32%
La Banque Postale Asset Management SA22,626$235.9 萬0.10%
Campbell & CO Investment Adviser LLC22,282$232.3 萬0.20%
Greenland Capital Management LP20,400$212.7 萬0.45%
Omers Administration Corp19,259$200.8 萬0.02%
Wolverine Trading, LLC18,907$197.1 萬0.03%
Prelude Capital Management, LLC17,819$185.8 萬0.16%
Fairfield Financial Advisors, LTD14,535$151.5 萬0.55%
Entropy Technologies, LP13,794$143.8 萬0.16%
Point72 Asset Management, L.P.13,324$138.9 萬0.00%
RSM US Wealth Management LLC13,095$136.2 萬0.02%
Wahed Invest LLC12,868$134.1 萬0.27%
Paloma Partners Management Co12,211$127.3 萬0.11%
USA Financial Portformulas Corp10,940$114.0 萬0.18%
Capital International Sarl10,457$109.0 萬0.03%
Nebula Research & Development LLC10,033$104.6 萬0.17%
CTC Alternative Strategies, Ltd.9,997$104.2 萬0.44%
American Assets Capital Advisers, LLC9,753$101.7 萬0.32%
Quantitative Investment Management, LLC9,746$101.6 萬0.11%
Tradewinds, LLC.8,938$93.2 萬0.29%
Oak Thistle LLC7,097$74.0 萬0.55%
Jackson Creek Investment Advisors LLC7,055$73.5 萬0.27%
Burke & Herbert Bank & Trust Co6,465$67.4 萬0.16%
Ibex Wealth Advisors5,348$55.8 萬0.09%
Brass Tax Wealth Management, Inc5,233$54.6 萬0.11%
Intrua Financial, LLC5,152$53.7 萬0.09%
Fifth Third Wealth Advisors LLC5,094$53.1 萬0.04%
Foundations Investment Advisors, LLC5,012$52.3 萬0.01%
Kingswood Wealth Advisors, LLC4,693$48.9 萬0.04%
Premier Path Wealth Partners, LLC4,151$43.3 萬0.07%
Hamilton Capital Partners Inc.4,103$42.8 萬0.05%
Van Hulzen Asset Management, LLC3,940$41.1 萬0.03%
Relative Value Partners Group, LLC3,565$37.2 萬0.05%
Peak Planning Group, LLC3,519$36.7 萬0.18%
Corton Capital Inc.3,295$34.4 萬0.18%
M&G Plc3,181$33.1 萬0.00%
Cary Street Partner Investment Advisory LLC3,101$32.3 萬0.01%
Point72 (DIFC) Ltd2,965$30.9 萬0.03%
AE Wealth Management LLC2,828$29.5 萬0.00%
Golden State Equity Partners2,781$29.0 萬0.06%
Strategic Wealth Partners, Ltd.2,718$28.3 萬0.03%
Hartline Investment Corp2,652$27.6 萬0.04%
IFG Advisory, LLC2,467$25.7 萬0.02%
Covenant Asset Management, LLC2,463$25.7 萬0.06%
TradeLink Capital LLC2,400$25.0 萬0.72%
AA Financial Advisors, LLC2,370$24.7 萬0.09%
Beacon Financial Planning, Inc2,321$24.2 萬0.16%
Avestar Capital, LLC2,304$24.0 萬0.03%
Carr Financial Group Corp2,251$23.5 萬0.07%
LaSalle St. Investment Advisors, LLC2,236$23.3 萬0.12%
Wealthspire Advisors, LLC2,186$22.8 萬0.00%
L2 Asset Management, LLC2,182$22.7 萬0.07%
Contravisory Investment Management, Inc.2,143$22.3 萬0.05%
Shelton Wealth Management, LLC2,141$22.3 萬0.13%
Verdence Capital Advisors LLC2,120$22.1 萬0.02%
SNS Financial Group, LLC2,107$22.0 萬0.02%
Thurston, Springer, Miller, Herd & Titak, Inc.2,105$21.9 萬0.07%
Northcape Wealth Management, LLC2,092$21.8 萬0.08%
Wealth Alliance2,080$21.7 萬0.03%
Childress Capital Advisors, LLC2,067$21.6 萬0.06%
Tuttle Tactical Management2,060$21.4 萬1.28%
Western Wealth Management, LLC2,026$21.1 萬0.02%
BSW Wealth Partners2,007$20.9 萬0.03%
GM Advisory Group, Inc.2,000$20.9 萬0.01%
Echo Wealth Management, LLC2,000$20.9 萬0.16%
C2C Wealth Management, LLC2,000$20.9 萬0.20%
Sykon Capital LLC2,000$20.9 萬0.08%
Commons Capital, LLC1,999$20.8 萬0.25%
Regions Financial Corp1,962$20.5 萬0.00%
Bridge Creek Capital Management LLC1,953$20.4 萬0.07%
Cromwell Holdings LLC1,781$18.6 萬0.11%
Fairscale Capital, LLC1,503$15.9 萬0.14%
Global X Japan Co., Ltd.1,422$14.8 萬0.02%
Triad Wealth Partners, LLC1,317$13.7 萬0.07%
Widmann Financial Services, Inc.1,029$10.7 萬0.09%
Camelot Portfolios, LLC1,000$10.4 萬0.06%
Family Firm, Inc.873$9.10 萬0.02%
International Assets Investment Management, LLC815$8.50 萬0.01%
Bank & Trust Co550$5.73 萬0.05%
ORG Partners LLC480$4.99 萬0.01%
Friedenthal Financial476$4.96 萬0.03%
Twin Tree Management, LP437$4.56 萬0.00%
Cypress Capital, LLC304$3.17 萬0.01%
Centerpoint Advisors, LLC300$3.10 萬0.01%
Meeder Asset Management Inc283$2.95 萬0.00%

清倉機構(70 家)

2024 年第 1 季季末持有 Welltower Inc.、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 WELL 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Boston Partners1,314,479$1.23 億
ING Groep NV313,817$2,932 萬
Susquehanna Portfolio Strategies, LLC221,682$2,071 萬
Waterfront Capital Partners, LLC157,000$1,467 萬
American International Group, Inc.149,425$1,396 萬
Moore Capital Management, LP118,100$1,104 萬
Texas Permanent School Fund114,407$1,069 萬
Twinbeech Capital LP96,321$900.0 萬
Gillson Capital LP88,500$826.9 萬
Caisse de Depot Et Placement du Quebec81,600$762.5 萬
Lighthouse Investment Partners, LLC60,000$560.6 萬
DoubleLine ETF Adviser LP42,210$394.4 萬
Metropolitan Life Insurance Co39,413$368.3 萬
Winton Group Ltd22,953$214.5 萬
Pinebridge Investments, L.P.22,888$213.9 萬
Engineers Gate Manager LP19,688$184.0 萬
Dean Capital Management15,042$140.6 萬
Fox Run Management, L.L.C.14,194$132.6 萬
Alberta Investment Management Corp11,700$109.3 萬
Capital Group Investment Management Pte. Ltd.10,629$99.3 萬
Stevens Capital Management LP9,978$93.2 萬
Man Group plc9,699$90.6 萬
Quadrature Capital Ltd8,228$76.8 萬
Lincoln National Corp7,707$72.0 萬
Machina Capital S.A.S.7,482$69.9 萬
GTS Securities LLC6,701$62.6 萬
Magnetar Financial LLC6,551$61.2 萬
Westwood Holdings Group Inc.6,000$56.1 萬
Alyeska Investment Group, L.P.5,790$54.1 萬
Capula Management Ltd5,627$52.6 萬
Alethea Capital Management, LLC5,296$49.5 萬
Retirement Guys Formula LLC5,087$47.5 萬
Strategy Asset Managers LLC4,630$43.3 萬
Dynamic Technology Lab Private Ltd4,561$42.6 萬
Connor, Clark & Lunn Investment Management Ltd.4,408$41.2 萬
HGI Capital Management, LLC4,269$39.9 萬
BBR Partners, LLC3,864$36.1 萬
Wendell David Associates Inc3,850$36.0 萬
Convergence Investment Partners, LLC3,842$35.9 萬
Kapitalo Investimentos Ltda3,439$32.1 萬
Insigneo Advisory Services, LLC3,423$32.0 萬
Group One Trading, L.P.2,847$26.6 萬
AlphaMark Advisors, LLC2,759$25.8 萬
Versor Investments LP2,747$25.7 萬
Horizon Wealth Management, LLC2,643$24.7 萬
Angeles Investment Advisors, LLC2,394$22.4 萬
Armor Investment Advisors, LLC2,308$21.6 萬
Balentine LLC2,173$20.3 萬
Pineridge Advisors LLC1,714$16.0 萬
Cornerstone Advisors, LLC1,400$13.1 萬
Mirova1,283$12.0 萬
Trust Co850$7.94 萬
Larson Financial Group LLC400$3.74 萬
Your Advocates Ltd., LLP250$2.34 萬
EntryPoint Capital, LLC210$1.96 萬
New Covenant Trust Company, N.A.207$1.93 萬
Mma Asset Management LLC199$1.86 萬
JFS Wealth Advisors, LLC177$1.65 萬
St Germain D J Co Inc100$9,344
Delta Asset Management LLC100$9,344
Logan Capital Management Inc100$9,344
Headlands Technologies LLC78$7,288
Sugarloaf Wealth Management, LLC57$5,326
Psagot Value Holdings Ltd. / (Israel)27$3,000
Tidemark, LLC22$2,056
Westend Capital Management, LLC21$1,962
Financial Synergies Wealth Advisors, Inc.19$1,776
Anchor Investment Management, LLC10$934
Johnson Financial Group, Inc.6$561
BBJS Financial Advisors, LLC1$138

尚未申報 2024 年第 2 季的機構(16 家)

2024 年第 1 季季末持有 Welltower Inc.、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 WELL、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG1,102,754$1.03 億
Manning & Napier Group, LLC140,713$1,315 萬
Degroof Petercam Asset Management90,200$842.8 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund80,639$753.5 萬
Shell Asset Management Co16,966$176.9 萬
Imprint Wealth LLC11,425$105.1 萬
Handelsinvest Investeringsforvaltning8,345$78.0 萬
Summit Financial Group Inc6,465$60.4 萬
Panoramic Investment Advisors, LLC5,825$54.4 萬
Eudaimonia Advisors LLC3,406$31.8 萬
Cipher Capital LP2,906$27.2 萬
Cutler Group LP2,253$21.0 萬
Pflug Koory, LLC2,215$20.7 萬
InterOcean Capital Group, LLC2,203$20.6 萬
FSA Wealth Management LLC456$4.26 萬
Cambridge Trust Co150$1.40 萬