US95040QAD60 - Welltower, Inc. Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken

Institutionelle Eigentümer	1 total, 1 long only, 0 short only, 0 long/short - change of -1,54% MRQ
Durchschnittliche Portfolioallokation	0.0801 % - change of 1,36% MRQ

Institutionelle Aktien (Long)	350.000 (ex 13D/G) - change of -0,01MM shares -3,85% MRQ
Institutioneller Wert (Long)	$ 348 USD ($1000)

Institutioneller Eigentümerschaft und Aktionäre

Welltower, Inc. (US:US95040QAD60) hat 1 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 350,000 Aktien. Die größten Aktionäre sind SCORX - Sextant Core Fund .

Welltower, Inc. (US95040QAD60) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

US95040QAD60 / Welltower, Inc. - 4.25% 2028-04-15 Institutional Ownership

13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datum des Inkrafttretens :

Datei Datum	Quelle	Anleger	Aktien	Δ Aktien (%)	Gemeldeter Wert ($1000)	Δ Wert (%)
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.441	11,55
2025-09-24	NP	IBDT - iShares iBonds Dec 2028 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.417	5,70
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class			50	2,04
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			100	0,00
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF			85	71,43
2025-08-29	NP	CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund			1.227	15,54
2025-07-25	NP	SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			219	0,92
2025-08-27	NP	VUSB - Vanguard Ultra-Short Bond ETF ETF Shares			1.502
2025-07-29	NP	BSCS - Invesco BulletShares 2028 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5.288	0,70
2025-09-24	NP	SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			524	-0,95
2025-09-25	NP	TAGG - T. Rowe Price QM U.S. Bond ETF			370	0,00
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			190	1,60
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			9.095	3,21
2025-07-30	NP	SCORX - Sextant Core Fund	350.000	0,00	349	0,58
2025-07-29	NP	PTRB - PGIM Total Return Bond ETF			175	0,58
2025-06-24	NP	FIIFX - Federated Intermediate Corporate Bond Fund Institutional Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			600	1,70
2025-07-28	NP	IIGD - Invesco Investment Grade Defensive ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			165	7,19
2025-08-11	NP	Six Circles Trust - Six Circles Global Bond Fund			4	33,33
2025-08-21	NP	VLAAX - Value Line Asset Allocation Fund Inc			1.227	1,16
2025-07-25	NP	EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			165	-7,87
2025-08-27	NP	VISTX - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			10.300	1,28
2025-05-28	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			742	0,95
2025-08-21	NP	VALIX - Value Line Capital Appreciation Fund Inc			501	1,01
2025-07-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF			289	1,05
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.733	-32,01
2025-07-30	NP	AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A			40	0,00
2025-09-24	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			479	-2,04
2025-07-29	NP	ZTRE - F/m 3-Year Investment Grade Corporate Bond ETF Shares			355	-2,21
2025-08-27	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.758	1,28
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB			1.225	1,16
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			310	1,31
2025-07-30	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A			20	-72,46
2025-07-24	NP	FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			173	0,58
2025-07-25	NP	SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			102	0,00
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			175	1,16
2025-09-26	NP	LPXAX - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A			1.000	0,00
2025-07-28	NP	AVSF - Avantis Short-Term Fixed Income ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			751	50,91
2025-09-24	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			200	-50,13
2025-06-25	NP	BKAG - BNY Mellon Core Bond ETF			45	0,00
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.419	-6,16
2025-07-29	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			219	0,92
2025-09-25	NP	CSHTX - AB Taxable Multi-Sector Income Shares			998	-0,10
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.183	13,64
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			266	1,15
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.637	1,29
2025-06-30	NP	VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.211	-3,40
2025-07-25	NP	EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			35	0,00
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			199	15,03
2025-08-21	NP	VAGIX - VALUE LINE CORE BOND FUND			150	1,35
2025-07-22	NP	GCOR - Goldman Sachs Access U.S. Aggregate Bond ETF			199	1,02
2025-08-28	NP	SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			8.832
2025-07-17	13F	Vermillion Wealth Management, Inc.	0	-100,00	0
2025-08-27	NP	VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.058	1,28
2025-07-25	NP	SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			94	-13,08
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			15.060	-4,97
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			155	-25,12
2025-08-27	NP	ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio			9.636	1,28
2025-08-28	NP	SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			651	-34,70
2025-08-28	NP	RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A			1.881	1,13
2025-04-25	NP	AFIX - Allspring Broad Market Core Bond ETF			178
2025-09-24	NP	QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			30
2025-09-25	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares			225	0,00
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			601	1,01
2025-09-24	NP	CMPIX - Income Fund Class A			3.997	0,00
2025-08-26	NP	TNSHX - TIAA-CREF Short-Term Bond Index Fund Institutional Class			300

US95040QAD60 - Welltower, Inc. Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken

Institutioneller Eigentümerschaft und Aktionäre

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13F und NPORT Einreichungen