US95040QAM69 - 韋爾塔公司股票 - 股價，機構持股，股東

基本數據

機構持有者	0 total, 0 long only, 0 short only, 0 long/short - change of 7.14% MRQ
平均投資組合配置	0.0484 % - change of -9.51% MRQ

機構持股和股東

Welltower Inc. (US:US95040QAM69)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. (US95040QAM69)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%。

US95040QAM69 / Welltower Inc. - 2.8% 2031-06-01 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。

升級解鎖高級數據並導出至Excel Premium Registration Required .

生效日期 :

呈報日期	來源	投資者	申報價值（$1000）	Δ 市值 (%)
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	984	-2.58
2025-06-30	NP	NSFDX - Natixis 永續未來 2020 基金 N 類	5	0.00
2025-08-22	NP	聯邦保險系列 - 聯邦管理波動性基金 II 主要股票 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	68	3.03
2025-09-26	NP	SUNAMERICA SERIES TRUST - SA 固定收益中間指數投資組合 1 類	91
2025-08-26	NP	BRACX - 蝙蝠系列 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	430	-14.71
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	182
2025-08-26	NP	主投資組合 - 美國總債券指數主投資組合	91	2.27
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	3,512	0.60
2025-07-25	NP	LQD - iShares iBoxx 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	6,986	65.64
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	182	2.26
2025-09-25	NP	TAGG - T. Rowe Price QM 美國債券 ETF	834	0.72
2025-06-30	NP	NSFMX - Natixis 永續未來 2060 基金 N 類	3	-50.00
2025-06-30	NP	NSFLX - Natixis 永續未來 2055 基金 N 類	7	16.67
2025-08-11	NP	六環信託 - 六環全球債券基金	59
2025-07-25	NP	EUSB - iShares ESG Advanced 總美元債券市場 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	49	2.08
2025-09-24	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	517	0.78
2025-08-25	NP	SCHI - 嘉信理財 5-10 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	2,900	16.19
2025-06-30	NP	NSFOX - Natixis 永續未來 2065 基金 N 類	1
2025-07-28	NP	JSIAX - 摩根大通無約束債務基金 A 類	626	0.64
2025-09-25	NP	DFCF - 維度核心固定收益 ETF	480	0.63
2025-06-30	NP	NSFEX - Natixis 永續未來 2025 基金 N 類	7	-12.50
2025-07-28	NP	JPIB - 摩根大通全球債券機會 ETF	197	0.51
2025-08-26	NP	EQ ADVISORS TRUST - EQ/景順適度成長配置投資組合 IB 等級	363	2.54
2025-06-20	NP	BondBloxx ETF 信託 - BondBloxx BBB 評級 5-10 年期公司債 ETF	9	12.50
2025-07-25	NP	ELQD - iShares ESG 高級投資等級公司債 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	13	0.00
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF 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	179
2025-07-29	NP	VCEB - Vanguard ESG 美國公司債 ETF ETF 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	40	0.00
2025-04-23	NP	LQDB - iShares BBB 評級公司債 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	27	0.00
2025-08-18	NP	太平洋精選基金 - PD 綜合債券指數投資組合 P 類	91	2.27
2025-08-26	NP	ILUAX - Voya 美國債券指數投資組合類別 ADV	357	2.29
2025-04-29	NP	GBOAX - 摩根大通全球債券機會基金 A 類	1,788	0.51
2025-07-25	NP	CTRZX - 多經理人總回報債券策略基金機構類別	1,932	0.57
2025-08-27	NP	保誠系列基金 - 多元化債券投資組合 I 類	32	0.00
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	116	0.87
2025-08-28	NP	TBIIX - TIAA-CREF 債券指數基金機構類別	908	2.25
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	242	-3.21
2025-08-28	NP	SPAB - SPDR(R) 投資組合綜合債券 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	283	40.10
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	182	2.26
2025-08-27	NP	高級系列信託 - AST PGIM 固定收益中央投資組合	18,334	2.11
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	4,358	2.11
2025-07-28	NP	AFIX - Allspring 廣泛市場核心債券 ETF	27	0.00
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	13	0.00
2025-07-25	NP	IGIB - iShares 中期公司債 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	3,907	-5.49
2025-09-24	NP	QLTA - iShares Aaa - A 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	36
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	635	2.09
2025-07-28	NP	PFIG - Invesco 基本投資等級公司債 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	81	0.00
2025-06-30	NP	NSFKX - Natixis 永續未來 2050 基金 N 類	6	-40.00
2025-07-29	NP	Invesco 交易所交易自指數基金信託 - Invesco BulletShares 2031 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	2,494	6.72
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	130	26.47
2025-06-25	NP	TGMBX - PGIM Z 類企業債券基金	90	2.30
2025-06-30	NP	NSFHX - Natixis 永續未來 2040 基金 N 類	13	0.00
2025-08-22	NP	FCSPX - 聯合公司債策略投資組合 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	114	-60.90
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	641	40.97
2025-06-30	NP	NSFGX - Natixis 永續未來 2035 基金 N 類	14	0.00
2025-06-30	NP	NSFJX - Natixis 永續未來 2045 基金 N 類	7	16.67
2025-09-24	NP	IBDW - iShares iBonds Dec 2031 固定企業 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	3,113	4.46
2025-06-30	NP	NSFFX - Natixis 永續未來 2030 基金 N 類	16	6.67
2025-07-30	NP	AGGY - WisdomTree 收益增強型美國綜合債券基金不適用	116	0.87
2025-06-30	NP	NSFBX - Natixis 永續未來 2015 年 N 級基金	5	0.00
2025-07-29	NP	VICSX - 先鋒中期企業債券指數基金 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	8,448	-49.96

US95040QAM69 - 韋爾塔公司 股票 - 股價，機構持股，股東

基本數據

機構持股和股東

AI+ Ask Fintel’s AI assistant about 韋爾塔公司.

13F和NPORT申報文件

US95040QAM69 - 韋爾塔公司股票 - 股價，機構持股，股東