跳到主要內容

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 4 季與 2024 年第 3 季比較

持有 Welltower Inc. 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

WELL 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數1,064161,132+84
股數6.01 億83.3 萬6.18 億+1,744 萬 (+2.9%)
市值$769.4 億$1.07 億$778.6 億+$10.3 億 (+1.3%)

16 家機構在 2024 年第 3 季持有、還沒有申報 2024 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)

2024 年第 4 季季末持有 Welltower Inc.、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 160 家。

2024 年第 4 季新進 WELL 的機構
機構股數市值佔組合 %
Universal- Beteiligungs- und Servicegesellschaft mbH1,541,472$1.94 億0.39%
Raymond James Financial Inc718,597$9,056 萬0.03%
M.D. Sass Investors Services, Inc.386,946$4,877 萬3.74%
Hazelview Securities Inc.241,117$2,991 萬5.46%
Worldquant Millennium Advisors LLC221,098$2,786 萬0.18%
Susquehanna Fundamental Investments, LLC217,421$2,740 萬0.46%
KLP Kapitalforvaltning AS210,746$2,656 萬0.13%
Lansforsakringar Fondforvaltning AB (publ)204,857$2,582 萬0.14%
ExodusPoint Capital Management, LP182,136$2,296 萬0.24%
Jefferies Financial Group Inc.129,000$1,626 萬0.18%
Cercano Management LLC123,863$1,561 萬0.40%
New Age Alpha Advisors, LLC119,216$1,502 萬0.61%
Police & Firemen's Retirement System of New Jersey89,722$1,131 萬0.11%
Nomura Holdings Inc88,167$1,111 萬0.06%
Cinctive Capital Management LP86,343$1,088 萬0.59%
Quantitative Investment Management, LLC79,202$998.1 萬0.75%
Groupe la Francaise68,482$861.0 萬0.22%
Avanza Fonder AB66,096$833.0 萬0.25%
Knights of Columbus Asset Advisors LLC65,363$823.8 萬0.54%
U.S. Capital Wealth Advisors, LLC61,087$769.9 萬0.24%
DuPont Capital Management Corp56,830$716.2 萬0.67%
Patton Fund Management, Inc.51,402$647.8 萬1.27%
Generali Asset Management SPA SGR48,229$607.8 萬0.16%
Gillson Capital LP47,015$592.5 萬0.53%
Modern Wealth Management, LLC42,264$532.7 萬0.20%
Brasada Capital Management, LP37,534$471.9 萬0.84%
Quadrature Capital Ltd37,212$468.8 萬0.09%
Woodline Partners LP35,377$445.9 萬0.03%
Generali Investments CEE, investicni spolecnost, a.s.31,600$398.3 萬0.41%
Cubist Systematic Strategies, LLC23,999$302.5 萬0.05%
Argentarii, LLC20,838$262.6 萬1.32%
Asset Planning,Inc20,588$259.5 萬1.98%
J. Safra Sarasin Holding AG19,186$241.8 萬0.04%
Donoghue Forlines LLC16,615$209.4 萬0.70%
Achmea Investment Management B.V.15,549$195.9 萬0.03%
Landscape Capital Management, L.L.C.13,058$164.6 萬0.17%
Triasima Portfolio Management inc.12,000$151.2 萬0.29%
Canada Post Corp Registered Pension Plan11,509$145.0 萬0.09%
GF Fund Management Co. Ltd.11,239$141.6 萬0.03%
Wexford Capital LP10,500$132.3 萬0.34%
RFG - Bristol Wealth Advisors, LLC9,659$121.7 萬0.40%
Ofi Invest Asset Management9,949$121.1 萬0.03%
Entropy Technologies, LP9,187$115.8 萬0.12%
MUFG Securities Americas Inc.8,732$110.0 萬0.14%
Pension & Wealth Management Advisors, Inc.8,136$102.5 萬0.41%
Fig Financial Advisory Services Inc8,068$101.7 萬0.69%
Morey & Quinn Wealth Partners, LLC7,631$96.2 萬0.82%
Board of the Pension Protection Fund7,300$92.0 萬1.06%
Alteri Wealth LLC7,176$90.4 萬0.25%
Machina Capital S.A.S.7,089$89.3 萬0.38%
Headlands Technologies LLC7,005$88.3 萬0.09%
Graham Capital Management, L.P.6,982$88.0 萬0.03%
Agate Pass Investment Management, LLC6,915$87.1 萬0.39%
Oak Thistle LLC6,507$82.0 萬0.24%
Williamson Legacy Group, LLC6,432$81.1 萬0.54%
Finward Bancorp6,223$78.4 萬0.68%
Manske Wealth Management6,113$77.0 萬0.31%
Cresset Asset Management, LLC5,654$71.3 萬0.00%
Ibex Wealth Advisors5,592$70.5 萬0.08%
Quantbot Technologies LP5,536$69.8 萬0.03%
Raiffeisen Bank International AG5,513$68.9 萬0.01%
Pinebridge Investments, L.P.4,938$62.2 萬0.00%
Stokes Family Office, LLC4,387$55.3 萬0.06%
Sagespring Wealth Partners, LLC4,308$54.3 萬0.01%
Comprehensive Money Management Services LLC4,276$53.9 萬0.44%
Great Diamond Partners, LLC4,172$52.6 萬0.14%
Callan Family Office, LLC4,095$51.6 萬0.03%
Kingswood Wealth Advisors, LLC4,060$51.2 萬0.04%
LMR Partners LLP3,712$46.8 萬0.01%
Stonebridge Financial Group, LLC3,452$43.5 萬0.05%
Boston Private Wealth LLC3,229$40.7 萬0.01%
Kapitalo Investimentos Ltda3,077$38.8 萬0.26%
Whipplewood Advisors, LLC2,909$36.7 萬0.21%
Alps Advisors Inc2,805$35.4 萬0.00%
Savvy Advisors, Inc.2,796$35.2 萬0.04%
Blue Capital, Inc.2,616$33.0 萬0.23%
IFG Advisory, LLC2,477$31.2 萬0.02%
Retirement Planning Group, LLC2,476$31.2 萬0.34%
bLong Financial, LLC2,450$30.9 萬0.25%
Purkiss Capital Advisors LLC2,429$30.6 萬0.26%
Oddo BHF Asset Management SAS2,394$30.2 萬0.02%
Flow Traders U.S. LLC2,348$29.6 萬0.01%
Sentry Investment Management LLC2,332$29.4 萬0.14%
Bridgefront Capital, LLC2,321$29.3 萬0.10%
Pensionmark Financial Group, LLC2,236$28.2 萬0.01%
Longboard Asset Management, LP2,215$27.9 萬0.74%
Triad Wealth Partners, LLC2,182$27.5 萬0.10%
Aureus Asset Management, LLC2,116$26.7 萬0.02%
Guyasuta Investment Advisors Inc2,074$26.1 萬0.02%
Ritholtz Wealth Management2,072$26.1 萬0.01%
Kathmere Capital Management, LLC2,038$25.7 萬0.02%
AGH Wealth Advisors, LLC2,028$25.6 萬0.24%
Valmark Advisers, Inc.1,932$24.3 萬0.00%
RFG Advisory, LLC1,885$23.8 萬0.01%
Legacy Advisors, LLC1,710$21.6 萬0.02%
Custom Index Systems, LLC1,662$20.9 萬0.11%
Natural Investments, LLC1,641$20.6 萬0.06%
Investment Partners, Ltd.1,602$20.2 萬0.08%
Cherokee Insurance Co1,600$20.2 萬0.09%
Empower Advisory Group, LLC1,599$20.2 萬0.00%

清倉機構(76 家)

2024 年第 3 季季末持有 Welltower Inc.、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 WELL 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Tudor Investment Corp Et Al149,000$1,908 萬
Weiss Asset Management LP144,519$1,850 萬
Jane Street Group, LLC128,326$1,643 萬
Manning & Napier Advisors LLC122,317$1,566 萬
Epoch Investment Partners, Inc.117,001$1,498 萬
CNH Partners LLC85,942$1,091 萬
Liberty Mutual Group Asset Management Inc.51,858$663.9 萬
Sarasin & Partners LLP33,962$434.8 萬
BCJ Capital Management, LLC27,918$357.4 萬
Dean Investment Associates, LLC26,448$338.6 萬
Twinbeech Capital LP25,413$325.4 萬
Moran Wealth Management, LLC21,636$277.0 萬
Veriti Management LLC20,919$267.8 萬
Aster Capital Management (DIFC) Ltd18,607$238.2 萬
Paloma Partners Management Co17,017$217.9 萬
Longbow Finance SA16,746$214.4 萬
Brevan Howard Capital Management LP15,842$202.8 萬
Dean Capital Management15,042$192.6 萬
Catalyst Funds Management Pty Ltd12,000$153.6 萬
International Assets Investment Management, LLC173,888$135.8 萬
Greenland Capital Management LP9,400$120.3 萬
Dakota Wealth Management9,336$119.5 萬
Arrowstreet Capital, Limited Partnership8,609$110.2 萬
Siemens Fonds Invest GmbH7,644$97.9 萬
MQS Management LLC6,834$87.5 萬
Friedenthal Financial6,337$81.1 萬
Northwest & Ethical Investments L.P.6,266$80.2 萬
Jump Financial, LLC5,315$68.0 萬
Tectonic Advisors LLC3,813$48.8 萬
LifePlan Financial, LLC3,483$44.6 萬
Optiver Holding B.V.3,293$42.2 萬
Magnetar Financial LLC3,191$40.9 萬
Dynamic Advisor Solutions LLC3,138$40.2 萬
Corton Capital Inc.2,912$37.3 萬
Diametric Capital, LP2,862$36.6 萬
HBK Investments L P2,824$36.2 萬
MBB Public Markets I LLC2,790$35.7 萬
Ashton Thomas Private Wealth, LLC2,769$35.5 萬
Dark Forest Capital Management LP2,754$35.3 萬
Schneider Downs Wealth Management Advisors, LP2,310$29.6 萬
Warwick Investment Management, Inc.2,156$27.6 萬
Morningstar Investment Services LLC2,076$26.4 萬
Sherbrooke Park Advisers LLC1,990$25.5 萬
Moneta Group Investment Advisors LLC1,776$22.7 萬
Gateway Investment Advisers LLC1,754$22.5 萬
World Equity Group, Inc.1,729$22.1 萬
Advisors Capital Management, LLC1,714$22.0 萬
Capital Investment Advisory Services, LLC1,690$21.6 萬
West Michigan Advisors, LLC1,690$21.6 萬
FineMark National Bank & Trust1,658$21.2 萬
Aberdeen Wealth Management LLC1,650$21.1 萬
Stonebridge Capital Advisors LLC1,608$20.6 萬
Aspire Private Capital, LLC1,379$17.7 萬
Reuter James Wealth Management, LLC1,036$13.3 萬
Baldwin Brothers Inc1,000$12.8 萬
NBC Securities, Inc.869$11.1 萬
Jaffetilchin Investment Partners, LLC489$6.26 萬
Rational Advisors LLC442$5.66 萬
Ashton Thomas Securities, LLC389$4.98 萬
Claris Advisors, LLC307$3.93 萬
Operose Advisors LLC225$2.88 萬
Financial Network Wealth Advisors LLC133$1.70 萬
Providence Capital Advisors, LLC129$1.65 萬
IMA Wealth, Inc.103$1.32 萬
Crewe Advisors LLC68$8,707
Capital Performance Advisors LLP51$6,516
Harbor Capital Advisors, Inc.43$6,000
Redmont Wealth Advisors LLC46$5,889
Belpointe Asset Management LLC44$5,666
Reston Wealth Management LLC42$5,377
Horizon Bancorp Inc26$3,000
Tortoise Investment Management, LLC12$1,536
Voisard Asset Management Group, Inc.8$1,025
Quest Partners LLC2$256
Mendota Financial Group, LLC1$129
Transamerica Financial Advisors, Inc.1–

尚未申報 2024 年第 4 季的機構(16 家)

2024 年第 3 季季末持有 Welltower Inc.、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 WELL、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James & Associates478,207$6,122 萬
Raymond James Financial Services Advisors, Inc.198,892$2,546 萬
Banque Cantonale Vaudoise39,480$505.4 萬
Ranger Global Real Estate Advisors, LLC28,717$367.7 萬
B. Metzler seel. Sohn & Co. Holding AG28,504$364.9 萬
Raymond James Trust N.A.27,183$348.0 萬
GYL Financial Synergies, LLC18,699$239.4 萬
SpiderRock Advisors, LLC4,584$58.7 萬
Carmichael Hill & Associates, Inc.3,484$44.6 萬
Alera Investment Advisors, LLC2,121$27.2 萬
9258 Wealth Management, LLC1,876$24.0 萬
Annapolis Financial Services, LLC500$6.40 萬
FinTrust Capital Advisors, LLC414$5.30 萬
M&R Capital Management Inc135$1.73 萬
First Personal Financial Services6$769
ClariVest Asset Management LLC6$620