US95040QAK04 - WELLTOWER INC SR 無抵押 02/27 2.7 股票

基本數據

機構持有者	0 total, 0 long only, 0 short only, 0 long/short - change of -2.00% MRQ
平均投資組合配置	0.1000 % - change of 2.86% MRQ

機構持股和股東

WELLTOWER INC SR UNSECURED 02/27 2.7 (US:US95040QAK04)擁有 0 家已向美國證券交易委員會（SEC）提交了13D/G或13F表格的機構持有人和股東。最大的股東包括 .

WELLTOWER INC SR UNSECURED 02/27 2.7 (US95040QAK04)的機構持股結構顯示了機構和基金在該公司的當前持倉情況，以及最新的持倉變動。主要的股東可能包括個人投資者，互惠基金，對沖基金或機構。《13D附表》表示投資者持有（或曾持有）該公司超過5%的股份並且打算（或曾打算）積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

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

13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。綠色行表示新增倉位。紅色行表示已平倉位。點擊連結查看完整交易記錄。

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生效日期 :

呈報日期	來源	投資者	申報價值（$1000）	Δ 市值 (%)
2025-08-27	NP	VBINX - 先鋒平衡指數基金投資人股票 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 核心債券基金 Z 類	755	1.21
2025-08-28	NP	TBIIX - TIAA-CREF 債券指數基金機構類別	489	0.83
2025-08-29	NP	LMRNX - 1919 社會響應平衡基金 I 類	1,564	0.97
2025-07-25	NP	SUSC - iShares ESG 美元公司債 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 美國中級信用債券指數基金 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	林肯可變保險產品信託 - LVIP SSGA 債券指數基金標準類別	49	0.00
2025-07-28	NP	TIIUX - 核心固定收益基金	24	0.00
2025-08-27	NP	俄亥俄國家基金公司 - ON 債券投資組合	977	0.93
2025-07-25	NP	USIG - iShares Broad 美元投資等級公司債 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 收益增強型美國短期綜合債券基金不適用	5	0.00
2025-07-30	NP	FPCIX - 策略顧問核心收入基金 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 年投資等級公司債 ETF 股票	320	-13.51
2025-07-25	NP	SWSBX - 嘉信短期債券指數基金 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 投資組合公司債 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 信託 - BondBloxx BBB 評等 1-5 年期公司債 ETF	44	53.57
2025-08-28	NP	SPSB - SPDR(R) 投資組合短期公司債 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 有限期限債券基金 A 類	2,444	0.95
2025-06-26	NP	ISTB - iShares 核心 1-5 年美元債券 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/核心債券指數投資組合 IB 級	244	1.24
2025-07-29	NP	BSCR - Invesco BulletShares 2027 公司債 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 指數型基金投資人股票 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 綠色債券 ETF	244	1.25
2025-07-25	NP	AGG - iShares 核心美國綜合債券 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 全球綠色債券 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 - 嘉信理財美國綜合債券 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 多元資產收益基金 A 類	1,466	0.96
2025-06-24	NP	QABGX - 聯邦 MDT 平衡基金 A 類股票 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) 投資組合中期公司債 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 短期債券指數基金機構類別	195	1.04
2025-06-23	NP	CMPIX - A 類收入基金	11,690	1.15
2025-06-26	NP	IBDS - iShares iBonds Dec 2027 定期企業 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 - 先鋒總債券市場指數基金投資人股票 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 年投資等級公司債 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綠色債券基金A類	1,252	0.89
2025-07-25	NP	SWAGX - 施瓦布美國綜合債券指數基金 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 總報酬債券基金 A 類	1,563	1.23
2025-07-24	NP	FNDSX - 富達永續發展債券指數基金 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 年期企業公債投資組合 P 級	98	1.04
2025-06-26	NP	PQCNX - PGIM 核心保守債券基金 R6 級	10	0.00
2025-06-26	NP	STHYX - AB 永續主題信貸投資組合顧問班	1,893	46.67
2025-07-25	NP	IGSB - iShares 短期公司債 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 中級政府/信用債券 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 - 先鋒短期公司債指數基金 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 年期美元公司債 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 - 嘉信理財 1-5 年期公司債 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 政府/信用債券 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 - 道富綜合債券指數投資組合 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 美國綜合債券 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 無抵押 02/27 2.7 股票 - 股價，機構持股，股東

基本數據

機構持股和股東

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13F和NPORT申報文件