US95040QAH74 - شركة ويل تاور السهم - سعر السهم، الملكية المؤسسية، المساهمين

الإحصائيات الأساسية

أصحاب المؤسسات	0 total, 0 long only, 0 short only, 0 long/short - change of ؜٦٫٥٦% MRQ
متوسط تخصيص المحفظة	0.0422 % - change of ؜٧٫٠١% MRQ

الملكية المؤسسية والمساهمين

Welltower Inc (US:US95040QAH74) لديه 0 أصحاب المؤسسات والمساهمين الذين قدموا نماذج 13D/G أو 13F إلى لجنة الأوراق المالية (SEC). يشمل أكبر المساهمين .

Welltower Inc (US95040QAH74) يعرض هيكل الملكية المؤسسية المناصب الحالية في الشركة حسب المؤسسات والصناديق، بالإضافة إلى أحدث التغييرات في حجم المركز. يمكن أن يشمل كبار المساهمين المستثمرين الأفراد أو صناديق الاستثمار المشتركة أو صناديق التحوط أو المؤسسات. يشير الجدول 13د إلى أن المستثمر يمتلك (أو يحتفظ) بأكثر من 5% من الشركة وينوي (أو ينوي) متابعة التغيير في استراتيجية العمل بشكل فعال. يشير الجدول 13G إلى استثمار سلبي يزيد عن 5%.

US95040QAH74 / Welltower Inc - 4.125% 2029-03-15 Institutional Ownership

إستمارات 13F وNPORT

التفاصيل حول إستمارات 13F مجانية. التفاصيل المتعلقة باستمارات NP تتطلب عضوية مميزة. تشير الصفوف الخضراء إلى مواقع جديدة. تشير الصفوف الحمراء إلى المراكز المغلقة. انقر على رمز الرابط للاطلاع على سجل المعاملات بالكامل.

تحديث لفتح البيانات المميزة وتصديرها إلى Excel Premium Registration Required .

تاريخ النفاذ :

تاريخ الملف	المصدر	المستثمر	القيمة المعلنة (1000 دولار)	Δ القيمة (%)
2025-08-28	NP	SPAB - SPDR(R) محفظة السندات الإجمالية المتداولة في البورصة 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	٤٣٥	١٫٦٤
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	٥٤	١٫٨٩
2025-08-25	NP	صناديق العقود الرئيسية المتغيرة INC - حساب مؤشر سوق السندات الفئة 1	٢٩٨	١٫٧١
2025-07-29	NP	VICSX - صندوق مؤشر سندات الشركات Vanguard Intermediate Term 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	١
2025-07-22	NP	GSIG - صندوق الاستثمار المتداول لسندات Goldman Sachs Access من الدرجة الاستثمارية للشركات لمدة 1-5 سنوات	٢٢	٠٫٠٠
2025-04-25	NP	VGWAX - أسهم أدميرال لصندوق فانجارد جلوبال ويلينجتون 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	٣٬٧٦٢	٠٫١٦
2025-06-23	NP	CMPIX - فئة صندوق الدخل أ	٥٬٩٢٩	١٫٨٤
2025-05-28	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	١٨٤	؜٣٤٫٩٨
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - محفظة DFA من الدرجة الاستثمارية أسهم الفئة المؤسسية 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	١٬١٣٦	١٫٨٨
2025-05-28	NP	SPIB - صندوق SPDR(R) لسندات الشركات المتوسطة الأجل 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	١٬١٩٢	١٠٦٫٢٣
2025-08-25	NP	SCHJ - صندوق شواب لسندات الشركات لمدة 1-5 سنوات 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	١٠٤	١٫٩٦
2025-07-25	NP	SWSBX - صندوق مؤشر شواب للسندات قصيرة الأجل 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	٧٤	١٫٣٧
2025-06-24	NP	FCSH - مؤسسة هيرميس الفيدرالية ETF للشركات قصيرة المدة	٤٠	٢٫٦٣
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	٥٩	١٫٧٢
2025-07-29	NP	VSCSX - صندوق مؤشر سندات الشركات قصير الأجل Vanguard 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	٨٬٧٨٠	؜٠٫٣١
2025-06-26	NP	SLQD - iShares صندوق الاستثمار المتداول لسندات الشركات ذات الدرجة الاستثمارية لمدة 0-5 سنوات 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	٣٤١	؜٥٫٠٣
2025-08-27	NP	VBINX - أسهم مستثمري صندوق مؤشر الطليعة المتوازن 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	٤٩٧	١٫٤٣
2025-07-25	NP	SWAGX - صندوق مؤشر شواب الأمريكي للسندات الإجمالية 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	١٤٨	٠٫٦٨
2025-08-28	NP	SSAFX - محفظة مؤشر سندات ستيت ستريت الإجمالية 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	٩٩	٢٫٠٦
2025-08-26	NP	BRACX - سلسلة الخفافيش ج 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	٨٦	١٫١٨
2025-06-26	NP	FRIFX - صندوق فيديليتي للدخل العقاري 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	٢٬٩٦٥	١٫٨٢
2025-06-30	NP	VCPSX - صندوق سندات فانجارد ستار كور بلس للأسهم المؤسسية	٧٩٢
2025-08-18	NP	PACIFIC SELECT FUND - محفظة مؤشر السندات الإجمالية PD فئة P	٩٩	١٫٠٢
2025-08-27	NP	VBISX - أسهم المستثمرين في صندوق مؤشر السندات قصيرة الأجل 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	٣٬٩٤٣	١٢٫٠٢
2025-07-25	NP	SUSB - iShares ESG 1-5 Year USD سندات الشركات المتداولة 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	٥٥١	؜١١٫٢٩
2025-06-26	NP	DFCF - صندوق الاستثمار المتداول للدخل الثابت الأساسي	٥٠	٢٫٠٤
2025-06-30	NP	VFSTX - أسهم مستثمري صندوق الاستثمار قصير الأجل من الدرجة الأولى 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	١٤٬٧٨٨	؜٣٫٣١
2025-06-23	NP	PGDIX - الفئة المؤسسية لصندوق الدخل العالمي المتنوع	١٩٨	١٫٥٥
2025-07-29	NP	BSCT - صندوق الاستثمار المتداول لسندات الشركات إنفيسكو بوليت شيرز 2029 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	٢٬٩٩٢	٩٫٠٠
2025-08-26	NP	NOBOX - صندوق مؤشر السندات الشمالية	٢٥٨	١٫٥٧
2025-06-26	NP	NUBD - صندوق الاستثمار المتداول للسندات المجمعة الأمريكية Nuveen ESG This fund is a listed as child fund of Nuveen Asset Management, 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	١١٧	١٫٧٥
2025-07-25	NP	SUSC - صندوق الاستثمار المتداول لسندات الشركات iShares ESG USD 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	١٥٨	٠٫٦٤
2025-06-26	NP	صناديق BLACKROCK - صندوق مؤشر سندات الائتمان المتوسطة الأمريكية iShares 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	٢٢٦	١٫٨٠
2025-07-30	NP	UNIY - صندوق السندات العالمية WisdomTree Voya Yield Enhanced USD غير متوفر	٢٥	٠٫٠٠
2025-08-26	NP	المحفظة الاستثمارية الرئيسية - المحفظة الرئيسية لمؤشر إجمالي السندات الأمريكية	١٧٠	١٫٢٠
2025-07-25	NP	PNIIX - الفئة المؤسسية لصندوق مؤشر سوق السندات	٢٩٦	١٫٠٢
2025-06-25	NP	DGIFX - صندوق مستثمري النمو المنضبط	١٬٣٣٤	١٫٨٣
2025-07-28	NP	TIIUX - صندوق الدخل الثابت الأساسي	٢٥	٠٫٠٠
2025-07-24	NP	FHMFX - صندوق سندات الشركات من سلسلة فيديليتي 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	٦٦٧	٠٫٧٦
2025-07-25	NP	IGSB - صندوق iShares لسندات الشركات قصيرة الأجل 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	٣٬١٦١	؜١٥٫٨٩
2025-07-25	NP	USIG - صندوق المؤشرات المتداولة لسندات الشركات ذات الدرجة الاستثمارية الواسعة من iShares بالدولار الأمريكي 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	٩١٣	٣٫٦٤
2025-08-27	NP	صناديق التأمين المتغيرة الطليعية - محفظة استثمارية قصيرة الأجل 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	٦٣٤	١٫٦٠
2025-08-27	NP	VTBIX - أسهم مستثمري صندوق Vanguard Total Bond Market II Index 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	١٢٬٠٧٢	١٫٥٥
2025-06-25	NP	DBMIX - أسهم المستثمرين في صندوق مؤشر سوق سندات BNY Mellon	١٩٨	١٫٥٥
2025-07-30	NP	AGGY - صندوق السندات الأمريكية المجمعة المعزز بعائد WisdomTree غير متوفر	١٨٣	٠٫٥٥
2025-08-25	NP	SCHZ - صندوق شواب الأمريكي للسندات الإجمالية 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	٢٩٨	١٫٧١
2025-08-28	NP	TBIIX - الفئة المؤسسية لصندوق مؤشر السندات TIAA-CREF	٤٩٧	١٫٦٤
2025-06-25	NP	TAGG - T. Rowe Price QM US Bond ETF	٢٣٧
2025-08-27	NP	VBMFX - أسهم مستثمري صندوق مؤشر سوق السندات الإجمالي الطليعي 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	١٧٬٩١٥	١٫٥٥
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	١٤٣	٠٫٧٠
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - محفظة DFA الاجتماعية ذات الدخل الثابت الفئة المؤسسية 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	٤٤٥	١٫٨٣
2025-08-27	NP	صناديق التأمين المتغيرة - إجمالي محفظة مؤشر سوق السندات 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	٢٤٨	١٫٦٤
2025-07-25	NP	EAGG - iShares ESG US 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	١٠٩	٢٬٦٠٠٫٠٠
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB مُصنف لمدة 1-5 سنوات لسندات الشركات ETF	٥٤	٢٥٫٥٨
2025-08-22	NP	FCSPX - محفظة إستراتيجية سندات الشركات الفيدرالية 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	١٩٩	؜٥٩٫٥٩
2025-06-26	NP	البداية - iShares iBonds ديسمبر 2029، صندوق الاستثمار المتداول للشركات 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	٣٬٠٧٧	١٥٫٤٢
2025-07-25	NP	AGG - iShares Core US 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	٢٬٧٢٦	؜٨٫٤٩