US95040QAD60 - 주식회사 웰타워 주식 - 주가, 기관 투자자, 주주

기본 통계
기관 투자가 2 total, 2 long only, 0 short only, 0 long/short - change of -3.12% MRQ
평균 포트폴리오 배분 0.0799 % - change of -1.59% MRQ
기관 지분(롱) 360,000 (ex 13D/G) - change of 0.01MM shares 2.86% MRQ
기관 가치(롱) $ 358 USD ($1000)
기관 투자가와 주주

Welltower, Inc. (US:US95040QAD60)은/는 2 13D/G 또는 13F 양식을 증권거래위원회(SEC: Securities Exchange Commission)에 제출한 기관 투자가와 주주로 구성되어 있습니다. 이 기관들은 전체 360,000 주식을 보유 중입니다. 최신 주주들은 SCORX - Sextant Core Fund, and Vermillion Wealth Management, Inc. .

Welltower, Inc. (US95040QAD60) 기관 투자가의 구조는 기관과 기금에 의한 기업의 현재 및 최근 포지션 크기의 변화를 보여줍니다. 주요 주주에는 개인 투자자, 뮤추얼 펀드, 헤지펀드 또는 기관들로 구성될 수 있습니다. 스케줄 13D는 투자자가 기업의 지분을 5% 이상 보유(또는 보유된)하고 있으며, 사업 전략의 변화를 적극적으로 추구할 의도(또는 의도된)가 있음을 나타냅니다. 스케줄 13G는 5% 이상의 수동적 투자를 의미합니다.

US95040QAD60 / Welltower, Inc. - 4.25% 2028-04-15 Institutional Ownership
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13F 및 NPORT 보고서

13F 보고서(Filings)에 대한 자세한 내용은 무료입니다. NP 제출 보고서에 대한 세부 정보는 프리미엄 회원 자격이 필요합니다. 녹색 줄은 새로운 포지션을 나타냅니다. 빨강색 줄은 마감된 포지션을 나타냅니다. 전체 거래 내역을 보려면 링크 아이콘을 클릭하세요.

유료로 제공되는 프리미엄 데이터, 엑셀 저장 기능 서비스를 원하시면 업그레이드하세요. .

보고일 출처 투자자 유형 평균 가격
(추정치)		 지분 Δ 지분
율(%)		 보고된
가치
($1,000)		 Δ 가치
율(%)		 Port 배분
율(%)
2025-07-25 NP AGG - iShares 핵심 미국 총채권 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 2028년 12월 기간 기업 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 링컨 변액 보험 상품 신탁 - LVIP SSGA 채권 인덱스 펀드 표준 클래스 50 2.04
2025-07-25 NP SWAGX - Schwab 미국 총채권 지수 펀드 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
2025-08-29 NP CORP - PIMCO 투자등급 회사채지수 상장지수펀드 1,227 15.54
2025-07-25 NP SUSB - iShares ESG 1-5년 USD 회사채 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 - 뱅가드 초단기 채권 ETF ETF 주식 1,502
2025-07-29 NP BSCS - Invesco BulletShares 2028 회사채 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 0-5년 투자 등급 회사채 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 가격 QM 미국 채권 ETF 370 0.00
2025-08-27 NP VANGUARD 변액 보험 펀드 - 단기 투자 등급 포트폴리오 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 총 채권 시장 지수 펀드 투자자 주식 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 - 육분의 핵심 기금 350,000 0.00 349 0.58
2025-07-29 NP PTRB - PGIM 총 수익 채권 ETF 175 0.58
2025-06-24 NP FIIFX - 연합 중급 회사채 펀드 기관 주식 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
2025-10-23 13F 버밀리언 웰스 매니지먼트 주식회사 10,000 10
2025-07-28 NP IIGD - Invesco 투자 등급 방어 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 글로벌 채권 펀드 4 33.33
2025-08-21 NP VLAAX - 가치선 자산 배분 펀드 Inc 1,227 1.16
2025-07-25 NP EAGG - iShares ESG 미국 총채권 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 기관 단기 채권 펀드 기관 플러스 주식 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
2025-08-21 NP VALIX - 가치선 자본 감사 기금 Inc 501 1.01
2025-07-22 NP GIGB - Goldman Sachs Access 투자 등급 회사채 ETF 289 1.05
2025-08-28 NP SPIB - SPDR(R) 포트폴리오 중기 회사채 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 금리 헤지 미국 총채권 펀드 N/A 40 0.00
2025-09-24 NP ISTB - iShares 핵심 1-5년 USD 채권 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 3년 투자 등급 회사채 ETF 주식 355 -2.21
2025-08-27 NP VBISX - 뱅가드 단기 채권 지수 펀드 투자자 주식 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 포트폴리오 클래스 IB 1,225 1.16
2025-08-28 NP SPAB - SPDR(R) 포트폴리오 집합채권 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 강화된 미국 총채권 펀드 N/A 20 -72.46
2025-07-24 NP FIBUX - Fidelity Flex 미국 채권 지수 펀드 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 단기 채권 지수 펀드 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 변액 보험 펀드 - 총 채권 시장 지수 포트폴리오 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 저기간 우선주 & 소득 펀드,Inc. 클래스 A 1,000 0.00
2025-07-28 NP AVSF - Avantis 단기 고정 수입 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 펀드 - iShares 미국 중급 신용 채권 지수 펀드 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 멜론 코어 채권 ETF 45 0.00
2025-07-25 NP IGSB - iShares 단기 회사채 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 미국 회사채 ETF ETF 주식 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 과세 대상 다중 부문 소득 지분 998 -0.10
2025-07-25 NP USIG - iShares Broad USD 투자 등급 회사채 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 미국 총채권 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 인덱스 펀드 투자자 주식 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 단기 투자 등급 펀드 투자자 주식 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 고급 총 USD 채권 시장 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 중급 정부/신용채권 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 - 가치 라인 핵심 채권 펀드 150 1.35
2025-07-22 NP GCOR - Goldman Sachs가 미국 총채권 ETF에 액세스합니다. 199 1.02
2025-08-28 NP SPSB - SPDR(R) 포트폴리오 단기 회사채 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
2025-08-27 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 회사채 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 - 뱅가드 단기 회사채 지수 펀드 제독 주식 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 1-5년 회사채 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 다중 부문 채권 포트폴리오 9,636 1.28
2025-08-28 NP SPBO - SPDR 포트폴리오 회사채 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. 클래스 A 1,881 1.13
2025-09-24 NP QLTA - iShares Aaa - 등급 회사채 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 채권 펀드 기관 주식 225 0.00
2025-08-28 NP TBIIX - TIAA-CREF 채권 인덱스 펀드 기관 클래스 601 1.01
2025-09-24 NP CMPIX - 소득 기금 클래스 A 3,997 0.00
2025-08-26 NP TNSHX - TIAA-CREF 단기 채권 인덱스 펀드 기관 클래스 300
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