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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 3 季與 2024 年第 2 季比較

持有 Welltower Inc. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

WELL 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數1,001131,064+76
股數5.85 億5,956 萬6.01 億+7,583 萬 (+14.4%)
市值$609.7 億$62.1 億$769.4 億+$221.7 億 (+40.5%)

13 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（138 家）

2024 年第 3 季季末持有 Welltower Inc.、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 138 家。

2024 年第 3 季新進 WELL 的機構
機構股數市值佔組合 %
BlackRock, Inc.61,536,936$78.8 億0.17%
WestEnd Advisors, LLC176,791$2,263 萬0.56%
Weiss Asset Management LP144,519$1,850 萬0.47%
Alyeska Investment Group, L.P.127,694$1,635 萬0.08%
Caisse de Depot Et Placement du Quebec120,000$1,536 萬0.03%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund78,439$1,004 萬0.10%
Sterling Capital Management LLC37,299$477.5 萬0.06%
Stevens Capital Management LP36,148$462.8 萬0.66%
DoubleLine ETF Adviser LP34,692$444.2 萬1.08%
Lombard Odier Asset Management (Europe) Ltd33,000$422.5 萬0.19%
Legacy CG, LLC30,845$394.9 萬1.29%
Ranger Global Real Estate Advisors, LLC28,717$367.7 萬1.59%
B. Metzler seel. Sohn & Co. Holding AG28,504$364.9 萬0.04%
Shell Asset Management Co28,373$363.3 萬0.16%
ING Groep NV27,191$348.1 萬0.02%
Twinbeech Capital LP25,413$325.4 萬0.06%
WESPAC Advisors SoCal, LLC23,744$304.0 萬0.70%
Beck Capital Management, LLC19,138$245.0 萬0.65%
Aster Capital Management (DIFC) Ltd18,607$238.2 萬0.52%
Longbow Finance SA16,746$214.4 萬0.23%
Brevan Howard Capital Management LP15,842$202.8 萬0.10%
Dean Capital Management15,042$192.6 萬0.82%
Easterly Investment Partners LLC13,012$166.6 萬0.13%
Catalyst Funds Management Pty Ltd12,000$153.6 萬0.34%
Connor, Clark & Lunn Investment Management Ltd.11,693$149.7 萬0.01%
Denali Advisors LLC11,148$142.7 萬0.15%
GTS Securities LLC8,900$113.9 萬0.02%
Waterloo Capital, L.P.8,368$107.1 萬0.12%
Virtus ETF Advisers LLC8,065$103.3 萬0.48%
Axecap Investments, LLC7,622$97.6 萬0.74%
Wolverine Asset Management LLC7,176$91.9 萬0.02%
Engineers Gate Manager LP7,019$89.9 萬0.02%
Northwest & Ethical Investments L.P.6,266$80.2 萬0.02%
CenterBook Partners LP5,298$67.8 萬0.04%
Marshall Financial Group LLC5,105$65.4 萬0.16%
Panoramic Investment Advisors, LLC4,652$59.6 萬0.41%
Capital Square, LLC4,636$59.4 萬0.36%
Sustainable Insight Capital Management, LLC4,400$56.3 萬0.26%
Trustmark National Bank Trust Department3,531$45.2 萬0.03%
GDS Wealth Management3,414$43.7 萬0.04%
Optiver Holding B.V.3,293$42.2 萬0.01%
Howard Capital Management Inc.3,197$40.9 萬0.01%
Magnetar Financial LLC3,191$40.9 萬0.01%
Plato Investment Management Ltd3,075$39.3 萬0.03%
Diametric Capital, LP2,862$36.6 萬0.18%
Badgley Phelps Wealth Managers, LLC2,827$36.2 萬0.01%
44 Wealth Management LLC2,737$36.1 萬0.13%
Net Worth Advisory Group2,809$36.0 萬0.11%
Vise Technologies, Inc.2,766$35.4 萬0.05%
Dark Forest Capital Management LP2,754$35.3 萬0.05%
Bryn Mawr Trust Co2,631$33.7 萬0.01%
Summit Financial, LLC2,476$31.7 萬0.01%
Avidian Wealth Solutions, LLC2,474$31.7 萬0.01%
Perigon Wealth Management, LLC2,389$30.6 萬0.01%
Great Lakes Advisors, LLC2,310$29.6 萬0.00%
AlphaMark Advisors, LLC2,250$28.8 萬0.10%
Pflug Koory, LLC2,215$28.4 萬0.14%
Woodmont Investment Counsel LLC2,132$27.3 萬0.02%
Alera Investment Advisors, LLC2,121$27.2 萬0.03%
Morningstar Investment Services LLC2,076$26.4 萬0.00%
Evoke Wealth, LLC2,035$26.1 萬0.01%
Simon Quick Advisors, LLC1,970$25.2 萬0.02%
Quotient Wealth Partners, LLC1,959$25.1 萬0.01%
Prosperity Financial Group, Inc.1,917$24.5 萬0.14%
Capital Advisors Wealth Management, LLC1,909$24.4 萬0.05%
One Degree Advisors Inc1,915$24.3 萬0.10%
9258 Wealth Management, LLC1,876$24.0 萬0.04%
Apella Capital, LLC1,883$23.9 萬0.01%
Probity Advisors, Inc.1,858$23.8 萬0.05%
Geller Advisors LLC1,842$23.6 萬0.02%
First Affirmative Financial Network1,838$23.5 萬0.13%
Cahill Financial Advisors Inc1,822$23.3 萬0.03%
Rothschild Capital Partners, LLC1,814$23.2 萬0.06%
Angeles Investment Advisors, LLC1,798$23.0 萬0.01%
Valued Retirements, Inc.1,790$22.9 萬0.32%
XML Financial, LLC1,789$22.9 萬0.02%
Holderness Investments Co1,777$22.8 萬0.05%
Moneta Group Investment Advisors LLC1,776$22.7 萬0.00%
Catalina Capital Group, LLC1,774$22.7 萬0.08%
Daymark Wealth Partners, LLC1,757$22.5 萬0.01%
Gateway Investment Advisers LLC1,754$22.5 萬0.00%
Cidel Asset Management Inc1,751$22.4 萬0.02%
Modera Wealth Management, LLC1,745$22.3 萬0.00%
Fidelis Capital Partners, LLC1,681$22.2 萬0.03%
World Equity Group, Inc.1,729$22.1 萬0.08%
Signature Estate & Investment Advisors LLC1,722$22.0 萬0.01%
ICONIQ Capital, LLC1,719$22.0 萬0.00%
Advisors Capital Management, LLC1,714$22.0 萬0.00%
Skopos Labs, Inc.1,712$21.9 萬0.07%
Sivia Capital Partners, LLC1,710$21.9 萬0.13%
Leavell Investment Management, Inc.1,700$21.8 萬0.01%
Middleton & Co Inc1,700$21.8 萬0.02%
Lafayette Investments, Inc.1,699$21.8 萬0.05%
Capital Investment Advisory Services, LLC1,690$21.6 萬0.02%
West Michigan Advisors, LLC1,690$21.6 萬0.07%
Catalyst Financial Partners LLC1,690$21.6 萬0.04%
West Family Investments, Inc.1,679$21.5 萬0.07%
Focus Financial Network, Inc.1,657$21.2 萬0.01%
Hunter Associates Investment Management LLC1,650$21.2 萬0.03%
Lokken Investment Group LLC1,654$21.2 萬0.09%

清倉機構（62 家）

2024 年第 2 季季末持有 Welltower Inc.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 WELL 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Voloridge Investment Management, LLC123,509$1,288 萬
Two Sigma Investments, LP123,300$1,285 萬
Cercano Management LLC115,822$1,207 萬
Quantbot Technologies LP43,676$455.3 萬
ExodusPoint Capital Management, LP39,074$407.3 萬
Jefferies Financial Group Inc.35,499$370.1 萬
FORA Capital, LLC25,080$261.5 萬
XTX Topco Ltd24,135$251.6 萬
La Banque Postale Asset Management SA22,626$235.9 萬
Alpine Global Management, LLC22,000$229.3 萬
Lockheed Martin Investment Management Co14,350$149.6 萬
Entropy Technologies, LP13,794$143.8 萬
Simplicity Wealth,LLC12,155$126.7 萬
Presima Inc.11,937$124.4 萬
Nebula Research & Development LLC10,033$104.6 萬
CTC Alternative Strategies, Ltd.9,997$104.2 萬
Quantitative Investment Management, LLC9,746$101.6 萬
Nomura Holdings Inc9,404$98.0 萬
Oak Thistle LLC7,097$74.0 萬
Virtu Financial LLC6,146$64.1 萬
Capstone Investment Advisors, LLC5,748$59.9 萬
Ibex Wealth Advisors5,348$55.8 萬
Brass Tax Wealth Management, Inc5,233$54.6 萬
Kingswood Wealth Advisors, LLC4,693$48.9 萬
Livelsberger Financial Advisory3,678$38.3 萬
Boston Private Wealth LLC3,279$34.2 萬
Moody National Bank Trust Division3,164$33.0 萬
Point72 (DIFC) Ltd2,965$30.9 萬
Inceptionr LLC2,601$27.1 萬
IFG Advisory, LLC2,467$25.7 萬
TradeLink Capital LLC2,400$25.0 萬
NBW Capital LLC2,255$23.5 萬
Sentry Investment Management LLC2,258$23.5 萬
Sykon Capital LLC2,000$20.9 萬
Ninepoint Partners LP1,816$18.9 萬
SYSTM Wealth Solutions LLC1,451$15.1 萬
Triad Wealth Partners, LLC1,317$13.7 萬
Widmann Financial Services, Inc.1,029$10.7 萬
Camelot Portfolios, LLC1,000$10.4 萬
Family Firm, Inc.873$9.10 萬
Gradient Investments LLC596$6.21 萬
Opal Wealth Advisors, LLC441$4.60 萬
Scarborough Advisors, LLC399$4.16 萬
Cypress Capital, LLC304$3.17 萬
First Foundation Advisors245$2.55 萬
Great Lakes Retirement, Inc.243$2.53 萬
Redwood Wealth Management Group, LLC186$1.94 萬
EdgeRock Capital LLC186$1.94 萬
Coppell Advisory Solutions LLC108$1.13 萬
Tucker Asset Management LLC106$1.11 萬
Fairway Wealth LLC99$1.03 萬
Householder Group Estate & Retirement Specialist, LLC100$1.00 萬
Bartlett & Co. Wealth Management LLC66$6,881
Front Row Advisors LLC58$6,047
Planning Capital Management Corp31$3,232
Unique Wealth Strategies, LLC23$2,149
Castleview Partners, LLC17$1,772
RFP Financial Group LLC9$984
Wetzel Investment Advisors, Inc.9$841
Lynx Investment Advisory6$626
Delos Wealth Advisors, LLC5$522
Caitlin John, LLC1$104

尚未申報 2024 年第 3 季的機構（13 家）

2024 年第 2 季季末持有 Welltower Inc.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 WELL、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.58,975,979$61.5 億
Hazelview Securities Inc.325,502$3,429 萬
Susquehanna Fundamental Investments, LLC160,576$1,674 萬
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)68,539$714.5 萬
McKinley Capital Management LLC /Delaware11,752$122.5 萬
Ofi Invest Asset Management8,984$87.4 萬
Relative Value Partners Group, LLC3,565$37.2 萬
Benjamin F. Edwards & Company, Inc.3,523$36.7 萬
Abbrea Capital, LLC2,767$28.8 萬
ICA Group Wealth Management, LLC984$10.3 萬
Private Ocean, LLC910$9.49 萬
JJJ Advisors Inc.168$1.75 萬
Sofos Investments, Inc.5$521