US95040QAK04 - WELLTOWER INC SR UNSECURED 02/27 2.7 Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	0 total, 0 long only, 0 short only, 0 long/short - change of -2,00% MRQ
Alocarea medie a portofoliului	0.1000 % - change of 2,86% MRQ

Proprietatea instituțională și acționarii

WELLTOWER INC SR UNSECURED 02/27 2.7 (US:US95040QAK04) are 0 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Cei mai mari acționari includ .

WELLTOWER INC SR UNSECURED 02/27 2.7 (US95040QAK04) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US95040QAK04 / WELLTOWER INC SR UNSECURED 02/27 2.7 - 2.7% 2027-02-15 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data efectivă :

Data fișierului	Sursă	Investitor	Raportat Valoare (1000 USD)	Valoarea Δ (%)
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	647	1,09
2025-06-26	NP	TAIBX - PGIM CORE BOND FUND Class Z	755	1,21
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class	489	0,83
2025-08-29	NP	LMRNX - 1919 Socially Responsive Balanced Fund Class I	1.564	0,97
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	75	1,35
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	370	1,37
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class	49	0,00
2025-07-28	NP	TIIUX - Core Fixed Income Fund	24	0,00
2025-08-27	NP	OHIO NATIONAL FUND INC - ON Bond Portfolio	977	0,93
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	987	0,61
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A	5	0,00
2025-07-30	NP	FPCIX - Strategic Advisers Core Income 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	2.523	0,64
2025-07-29	NP	ZTWO - F/m 2-Year Investment Grade Corporate Bond ETF Shares	320	-13,51
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	97	1,04
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	133	450,00
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF	44	53,57
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	1.067	10,12
2025-08-29	NP	ETABX - Eventide Limited-Term Bond Fund Class A	2.444	0,95
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	228	0,89
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB	244	1,24
2025-07-29	NP	BSCR - Invesco BulletShares 2027 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	3.720	16,51
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	9.055	0,97
2025-06-25	NP	GRNB - VanEck Vectors Green Bond ETF	244	1,25
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	4.091	0,71
2025-06-26	NP	BGRN - iShares Global Green 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	813	-0,61
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	98	1,04
2025-08-29	NP	ETAMX - Eventide Multi-Asset Income Fund Class A	1.466	0,96
2025-06-24	NP	QABGX - Federated MDT Balanced Fund Class A 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	180	1,12
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	1.639	-11,36
2025-08-26	NP	TNSHX - TIAA-CREF Short-Term Bond Index Fund Institutional Class	195	1,04
2025-06-23	NP	CMPIX - Income Fund Class A	11.690	1,15
2025-06-26	NP	IBDS - iShares iBonds Dec 2027 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	3.062	5,51
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	18.249	1,73
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	575	4,74
2025-08-27	NP	CGAFX - Calvert Green Bond Fund Class A	1.252	0,89
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	97	1,04
2025-06-25	NP	PDBAX - PGIM TOTAL RETURN BOND FUND Class A	1.563	1,23
2025-07-24	NP	FNDSX - Fidelity Sustainability 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	117	0,00
2025-08-18	NP	PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P	98	1,04
2025-06-26	NP	PQCNX - PGIM Core Conservative Bond Fund Class R6	10	0,00
2025-06-26	NP	STHYX - AB Sustainable Thematic Credit Portfolio Advisor Class	1.893	46,67
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	5.351	-27,34
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	175	0,57
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	7.858	-0,06
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	2.109	2,38
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	83	15,28
2025-07-25	NP	GBF - iShares 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	24	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	49	0,00
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	268	0,75

US95040QAK04 - WELLTOWER INC SR UNSECURED 02/27 2.7 Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietatea instituțională și acționarii

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Depuneri 13F și NPORT