US95040QAJ31 - Welltower, Inc. Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 2 total, 2 long only, 0 short only, 0 long/short - change of -6,85% MRQ
Durchschnittliche Portfolioallokation 0.0495 % - change of 8,04% MRQ
Institutionelle Aktien (Long) 1.095.000 (ex 13D/G) - change of -2,54MM shares -69,85% MRQ
Institutioneller Wert (Long) $ 1.016 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

Welltower, Inc. (US:US95040QAJ31) hat 2 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 1,095,000 Aktien. Die größten Aktionäre sind BBTBX - Bridge Builder Core Bond Fund, and BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF .

Welltower, Inc. (US95040QAJ31) 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.

US95040QAJ31 / Welltower, Inc. - 3.1% 2030-01-15 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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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
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 12.894 1,90
2025-06-23 NP CMPIX - Income Fund Class A 23.546 2,76
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 872 2,71
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 150 1,35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 245 2,52
2025-04-29 NP WOBDX - JPMorgan Core Bond Fund Class I 2.712 0,86
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 79 1,30
2025-07-30 NP SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 6
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 49 2,13
2025-08-22 NP FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary 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 227 -50,11
2025-07-22 NP GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF 259 1,17
2025-07-25 NP LQD - iShares iBoxx $ 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 8.293 -11,51
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 142 2,16
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 30.873 -2,55
2025-08-27 NP ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3.220 1,90
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 95 2,17
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 1.234 44,55
2025-05-27 NP Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 413 1,98
2025-08-26 NP BRACX - Bats Series C 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 992 255,56
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 3.533 -72,32
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 181 1,12
2025-08-27 NP ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 1.420 1,94
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 94 1,09
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 94 1,09
2025-06-26 NP DFSD - Dimensional Short-Duration Fixed Income ETF 377
2025-06-26 NP FIBR - iShares Edge U.S. Fixed Income Balanced Risk 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 3,30
2025-08-26 NP NOBOX - Northern Bond Index Fund 206 1,98
2025-08-11 NP Six Circles Trust - Six Circles Global Bond Fund 2.341 2,05
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 402 2,03
2025-06-26 NP IBDV - iShares iBonds Dec 2030 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 2.720 -0,26
2025-09-02 NP NTIIX - Navigator Tactical Investment Grade Bond Fund Class I 756 0,53
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 52 1,96
2025-03-27 NP PAJBX - PGIM ESG Total Return Bond Fund Class R6 114 0,00
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 61
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 142 2,16
2025-06-26 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 212
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 162 1,90
2025-06-26 NP DFCF - Dimensional Core Fixed Income ETF 168 2,45
2025-03-28 NP BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 10.000 0,00 9 0,00
2025-08-28 NP BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 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 116 11,65
2025-06-26 NP CSHTX - AB Taxable Multi-Sector Income Shares 940
2025-06-30 NP VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares 1.653
2025-06-18 NP GBIAX - Nationwide Bond Index Fund Class A 94 3,30
2025-08-27 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 1.184 1,89
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 51 0,00
2025-08-28 NP SSAFX - State Street Aggregate Bond Index Portfolio 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 52 1,96
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 19 100,00
2025-03-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 917 -0,33
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 1.130 2,82
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 1.385 1,91
2025-07-30 NP AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 205 0,99
2025-07-28 NP TIIUX - Core Fixed Income Fund 23 0,00
2025-08-27 NP ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 7.102 1,89
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 3.398 -1,96
2025-06-26 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 526 91,97
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 3.953 1,91
2025-05-27 NP ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 1.943 2,05
2025-04-29 NP BBAG - JPMorgan U.S. Aggregate Bond ETF 93 0,00
2025-06-20 NP BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 75 108,33
2025-07-28 NP PFIG - Invesco Fundamental Investment Grade 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 75 1,35
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 4.624 0,28
2025-07-25 NP IGEB - iShares Edge Investment Grade Enhanced 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 2.652 4,95
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 10.837 -2,03
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 235 -13,01
2025-05-28 NP BBTBX - Bridge Builder Core Bond Fund 1.085.000 0,00 1.008 2,03
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 216 10,82
2025-08-29 NP VPVTRDV - PIMCO Total Return Portfolio Administrative 6.633 1,94
2025-06-26 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 571 2,52
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