US95040QAJ31 - Welltower, Inc. Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Właściciele instytucjonalni	2 total, 2 long only, 0 short only, 0 long/short - change of -6,85% MRQ
Średnia alokacja portfela	0.0495 % - change of 8,04% MRQ

Akcje instytucjonalne (długie)	1 095 000 (ex 13D/G) - change of -2,54MM shares -69,85% MRQ
Wartość instytucjonalna (długa)	$ 1 016 USD ($1000)

Własność instytucjonalna i akcjonariusze

Welltower, Inc. (US:US95040QAJ31) posiada 2 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 1,095,000 akcji. Do największych akcjonariuszy należą BBTBX - Bridge Builder Core Bond Fund, and BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF .

Welltower, Inc. (US95040QAJ31) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US95040QAJ31 / Welltower, Inc. - 3.1% 2030-01-15 Institutional Ownership

Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela Premium Registration Required .

Data wejścia w życie :

Data pliku	Źródło	Inwestor	Akcje	Akcje; Δ (%)	Zgłoszono Wartość ($1000)	Wartość; Δ (%)
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