WELL
Welltower Inc. · Real Estate · REIT - Healthcare Facilities
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +0.1% ·
nuevas posiciones netas -6.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 168 | +2 | 549.54M | $124.66B | +6 | −3 |
| Q1 2026 | 168 | +4 | 520.05M | $102.75B | +9 | −6 |
| Q4 2025 | 163 | -2 | 578.79M | $107.44B | +1 | −2 |
| Q3 2025 | 24 | +2 | 312.69M | $55.70B | +2 | −1 |
| Q2 2025 | 20 | +1 | 296.14M | $45.52B | +1 | — |
| Q1 2025 | 16 | +1 | 118.42M | $18.14B | +1 | — |
| Q4 2024 | 15 | -1 | 111.28M | $14.02B | — | −1 |
| Q3 2024 | 15 | -1 | 74.69M | $9.56B | — | −1 |
| Q2 2024 | 16 | — | 74.00M | $7.71B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 36.44M | — | $4.59B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Norges Bank ✦ (pasivo) | 31.29M | -0.6% | $3.94B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 18.68M | -0.1% | $2.35B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 13.56M | +5.0% | $1.71B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 13.56M | +5.0% | $1.71B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 6.30M | -0.8% | $794.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 6.30M | -0.8% | $794.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 6.30M | -0.8% | $794.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 6.30M | -0.8% | $794.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 1.32M | -14.9% | $165.94M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 1.32M | -14.9% | $165.94M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 20 | Millennium Management ✦ | 1.02M | +75.4% | $128.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 979.04K | +91.1% | $123.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 979.04K | +91.1% | $123.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Adage Capital Partners ✦ | 642.71K | -12.0% | $81.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 622.76K | +23.8% | $78.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 245.85K | -29.2% | $30.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 245.85K | -29.2% | $30.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 245.85K | -29.2% | $30.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 245.85K | -29.2% | $30.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 245.85K | -29.2% | $30.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 65.82K | +85.5% | $8.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Point72 Asset Management ✦ | 63.06K | -39.1% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Marshall Wace ✦ | 31.48K | -96.3% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Marshall Wace ✦ | 31.48K | -96.3% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Marshall Wace ✦ | 31.48K | -96.3% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | GAMCO Investors ✦ | 24.75K | +4.2% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Arrowstreet Capital | $1.10M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,469 tenedores, 665.16M acciones, $118.67B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.