WELL Welltower Inc. Common Stock

NYSE · Real Estate · Voir sur SEC EDGAR ↗
$234,85
Prix · Aoû 19, 2026
Données fondamentales au Jul 28, 2026
Fourchette 52 semaines
$162–$255
78% of range
Note des analystes
BUY
28 analysts
Objectif de cours
$256
+9% upside
P/E (TTM)
169.0
ROE
2.6%
Marge nette
8.9%

À propos de Welltower Inc. Common Stock Présentation de l'entreprise depuis Wikipedia

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure. As of December 31, 2022, the company had investments in approximately 3,000 properties, all of which were in the United States, Canada, and the United Kingdom.

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Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure. As of December 31, 2022, the company had investments in approximately 3,000 properties, all of which were in the United States, Canada, and the United Kingdom.

History

Frederic D. "Fritz" Wolfe helped grow Wolfe Industries, a diversified, family-owned construction company from one Lima, Ohio lumberyard, investing in health-care real estate. The company began building nursing homes in 1963.

In 1970, Health Care Fund was founded in Lima by Wolfe and Bruce Thompson, as the first healthcare-focused real estate investment trust (REIT). In 1981, Wolfe also founded Health Care & Retirement Corp., later Manor Care Inc., now ProMedica Senior Care.

Health Care Fund changed its name to Health Care REIT in 1985, moving its headquarters to Toledo the following year. The company next became Welltower, in September 2015.

Health Care REIT was led by George Chapman from 1996 to 2014, when he retired and was succeeded by Thomas DeRosa.

Welltower is ranked 534th on the Fortune 500 in 2025.

Acquisitions

In 2011, the company acquired most real estate assets of Genesis HealthCare for $2.4 billion, adding 147 properties, including post-acute, skilled nursing, and assisted living facilities, in 11 states. Genesis continues to operate the properties.

In 2011, it formed a partnership valued at $890 million with Benchmark Senior Living, which included 34 private-pay senior housing complexes. In January 2015, the company acquired nine Benchmark Senior Living complexes in New England for $360 million.

In 2012, the company invested about $5 billion, primarily in private-pay senior housing and medical office buildings; $530 million purchased assets from Belmont Village Senior Living, and $240 million acquired a property portfolio from Brookdale Senior Living.

On January 8, 2013, the company acquired nearly all the real estate assets of Sunrise Senior Living in a $4.3 billion transaction, including 125 properties in large urban areas in the U.S., Canada, and the UK, with 120 owned properties and five joint-venture properties among them. In a related deal, Sunrise's property management business was recapitalized and spun-off to a partnership including Kohlberg Kravis Roberts and Coastwood Senior Housing Partners LLC, for $130 million. The company bought out their interests in late 2014 through a joint venture with Canadian senior living operator Revera, with Revera owning a 76% equity interest in the Sunrise Senior Living real estate management, and the remainder retained by Health Care REIT.

The company first partnered with Revera in May 2013 when it formed a joint venture to share ownership of 47 Revera retirement residences in Canada. The company bought a 75 percent interest in the approximately CAD$1.35 billion portfolio, with Revera owning the remaining 25 percent. In 2015, the joint venture then acquired Regal Lifestyle Communities for CAD$764 million, including 23 private-pay senior housing properties, thirteen properties in Ontario and seven in Quebec, totalling 3,600 units. One property each is located in British Columbia, Saskatchewan, and Newfoundland.

In early 2015, the company purchased all of Aspen Healthcare's four London hospitals for £226 million, including Holly House Hospital, Highgate Hospital, and Parkside Hospital and Cancer Centre, which were then leased back to Aspen for a 25-year terms.

In August 2015, Welltower formed a joint venture with the Canada Pension Plan Investment Board (CPPIB) to acquire a combined interest of 50.5 percent in a portfolio of medical office buildings in Southern California from healthcare REIT G&L Realty. In February 2016, Welltower formed another joint venture with the CPPIB to buy a 97.5 percent interest in senior housing run by Discovery Senior Living in Florida for $555 million. The remaining 2.5 percent equity was retained by Discovery, which operates all six properties, known as "Aston Gardens".

Welltower acquired 19 properties from Vintage Senior Living for $1.15 billion in the Los Angeles and San Francisco areas, in September 2016, making Welltower the largest owner of senior housing in the state.

In April 2018, Welltower and ProMedica acquired Healthpeak Properties spin-off Quality Care Properties, along with HCR ManorCare, for $4.4 billion.

In 2025, Welltower acquired Amica Senior Lifestyles from the Ontario Teachers' Pension Plan, for US$4.6 billion and, that June, it acquired NorthStar Healthcare Income REIT for $US900 million in cash.

According to researchers at Corporate Watch, Welltower’s acquisition of the UK’s largest care home providers HC-One and Barchester Healthcare in late 2025 made Welltower the largest single investor in the UK care home industry.[1] Barchester Healthcare was acquired for $6.875 billion, the largest ever care home deal.

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

WELL Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

Prix
$234.85
Capitalisation Boursière
$163.57B
P/E (TTM)
169.0
BPA (TTM)
$1.39
Revenus (TTM)
$10.84B
Rendement div.
1.1%
ROE
2.6%
Dette/Capitaux propres
—
Fourchette 52 semaines
$162 – $255

WELL Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

Revenus et bénéfice net $10.84B
10-point trend, +153.2%
2016-12-31 → 2025-12-31
BPA $1.39
10-point trend, -50.5%
2016-12-31 → 2025-12-31
Flux de trésorerie libre —
Marges 8.9%

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique
Tendance sur 5 ans
WELL
Médiane des pairs
P/E (TTM)
5-point trend, +21.4%
169.0
29.8
P/S (TTM)
5-point trend, +47.5%
15.1
6.3
P/B
5-point trend, +41.1%
3.9
1.7

Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC

Métrique
Tendance sur 5 ans
WELL
Médiane des pairs
Net Profit Margin (Marge nette)
5-point trend, +12.3%
8.9%
15.7%
ROA
5-point trend, +46.8%
1.6%
2.6%
ROE
5-point trend, +16.6%
2.6%
4.6%

Santé financière Dette, liquidité, solvabilité — solidité du bilan

Métrique
Tendance sur 5 ans
WELL
Médiane des pairs

Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans

Métrique
Tendance sur 5 ans
WELL
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
5-point trend, +128.5%
35.6%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
5-point trend, +128.5%
22.7%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
5-point trend, +128.5%
18.7%
—
EPS YoY (BPA Année/Année)
5-point trend, +78.2%
-11.5%
—
Net Income YoY (Bénéfice net YoY)
5-point trend, +156.8%
-1.1%
—

Indicateurs par action BPA, valeur comptable par action, flux de trésorerie par action, dividende par action

Métrique
Tendance sur 5 ans
WELL
Médiane des pairs
EPS (Diluted) (BPA (Dilué))
5-point trend, +78.2%
$1.39
—

Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances

Métrique
Tendance sur 5 ans
WELL
Médiane des pairs
Payout Ratio (Ratio de distribution)
5-point trend, -29.5%
195.2%
—

Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans

Rendement du Dividende
1.1%
Ratio de distribution
195.2%
CAGR des dividendes sur 5 ans
—
Date ex-dividendeMontant
12 août 2026$0,8500
13 mai 2026$0,7400
25 février 2026$0,7400
10 novembre 2025$0,7400
12 août 2025$0,7400
14 mai 2025$0,6700
25 février 2025$0,6700
13 novembre 2024$0,6700
12 août 2024$0,6700
10 mai 2024$0,6100
22 février 2024$0,6100
13 novembre 2023$0,6100
14 août 2023$0,6100
15 mai 2023$0,6100
27 février 2023$0,6100
17 novembre 2022$0,6100
22 août 2022$0,6100
23 mai 2022$0,6100
28 février 2022$0,6100
15 novembre 2021$0,6100

WELL Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

ACHAT 28 analystes
  • Achat fort 6 21,4%
  • Achat 17 60,7%
  • Conserver 5 17,9%
  • Vente 0 0,0%
  • Vente forte 0 0,0%

Objectif de cours à 12 mois

22 analystes · 2026-08-14
Objectif médian $260.00 +10,7%
Objectif moyen $255.59 +8,8%

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

Surprise Moyenne
-0.06%
Période EPS Actual BPA est. Surprise
30 juin 2026 $0.61 $0.64 -0.03%
31 mars 2026 $1.02 $0.77 0.25%
31 décembre 2025 $0.14 $0.59 -0.45%
30 septembre 2025 $0.41 $0.53 -0.12%
30 juin 2025 $0.45 $0.46 -0.01%
31 mars 2025 $0.40 $0.41 -0.01%

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

Compte de résultat 14
Données annuelles Compte de résultat pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +224.1% $10.84B $7.99B $6.64B $5.86B $4.74B $4.61B $5.12B $4.70B $4.32B $4.28B $3.86B $3.34B
Cost of Revenue 9-point trend, +211.3% $6.49B $4.83B $3.95B $3.56B $2.77B $2.60B $2.69B $2.43B $2.08B · · ·
SG&A Expense 12-point trend, +1123.2% $1.75B $235M $179M $150M $127M $128M $127M $126M $122M $155M $147M $143M
Operating Expenses 12-point trend, +282.5% $11.32B $7.47B $6.29B $5.69B $4.57B $4.64B $4.58B $4.28B $4.02B $3.57B $3.22B $2.96B
Interest Income 10-point trend, +553.6% $246M $256M $168M $151M $138M · · $56M $74M $98M $84M $38M
Other Non-op 6-point trend, +4.0% · · $-108M $-102M $-42M $-70M $-53M $-113M · · · ·
Pretax Income 11-point trend, +36.5% · $524M $350M $173M $171M $-32M $543M $423M $300M $709M $636M $384M
Income Tax 12-point trend, -461.6% $-7M $3M $6M $7M $9M $10M $3M $9M $20M $-19M $6M $-1M
Net Income 12-point trend, +87.7% $962M $973M $358M $161M $374M $1.04B $1.33B $830M $541M $1.08B $889M $512M
EPS (Basic) 12-point trend, -3.4% $1.41 $1.58 $0.66 $0.31 $0.79 $2.36 $3.07 $2.03 $1.26 $2.83 $2.35 $1.46
EPS (Diluted) 12-point trend, -4.1% $1.39 $1.57 $0.66 $0.30 $0.78 $2.33 $3.05 $2.02 $1.26 $2.81 $2.34 $1.45
Shares (Basic) 12-point trend, +117.3% 665,639,000 602,975,000 515,629,000 462,185,000 424,976,000 415,451,000 401,845,000 373,620,000 367,237,000 358,275,000 348,240,000 306,272,000
Shares (Diluted) 12-point trend, +120.8% 679,521,000 608,750,000 518,701,000 465,158,000 426,841,000 417,387,000 403,808,000 375,250,000 369,001,000 360,227,000 349,424,000 307,747,000
EBITDA 6-point trend, +21.7% · · · · · · $1.03B $950M $922M $901M $826M $844M
Bilan 14
Données annuelles Bilan pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +809.6% $5.03B $3.51B $1.99B $632M $269M $1.55B $285M $215M $244M $607M $423M $553M
Goodwill 12-point trend, +406.9% $346M $149M $68M $68M $68M $68M $68M $68M $68M $68M $68M $68M
Intangibles 12-point trend, +152.8% $909M $666M $515M $461M $503M $323M $436M $384M $377M $436M $469M $359M
Total Assets 12-point trend, +169.6% $67.30B $51.04B $44.01B $37.89B $34.91B $32.48B $33.38B $30.34B $27.94B $28.87B $29.02B $24.96B
Total Liabilities 12-point trend, +111.3% $24.10B $18.47B $17.64B $16.50B $15.91B $15.26B $16.40B $14.33B $12.64B $13.19B $13.66B $11.40B
Long-term Debt 11-point trend, +58.3% $19.20B $15.50B $15.74B $14.71B $13.91B $2.38B $13.42B $12.19B $11.04B $11.73B $12.12B ·
Common Stock 12-point trend, +111.8% $697M $637M $566M $492M $449M $419M $411M $384M $372M $363M $355M $329M
Paid-in Capital 11-point trend, +208.9% $50.90B $40.02B $32.74B $26.74B $23.13B $20.82B $20.19B $18.42B $17.66B $17.00B $16.48B ·
Retained Earnings 11-point trend, +196.1% $11.03B $10.10B $9.15B $8.80B $8.66B $8.33B $7.35B $6.12B $5.32B $4.80B $3.73B ·
Treasury Stock 12-point trend, -59.1% $14M $114M $112M $111M $108M $104M $79M $68M $65M $55M $44M $35M
AOCI 12-point trend, -273.5% $-288M $-360M $-163M $-120M $-121M $-149M $-112M $-130M $-111M $-170M $-88M $-77M
Stockholders' Equity 12-point trend, +219.8% $42.13B $31.96B $25.40B $20.29B $17.64B $15.97B $15.54B $14.63B $14.42B $14.81B $14.59B $13.18B
Liabilities + Equity 12-point trend, +169.6% $67.30B $51.04B $44.01B $37.89B $34.91B $32.48B $33.38B $30.34B $27.94B $28.87B $29.02B $24.96B
Shares Outstanding 12-point trend, +111.8% 696,507,255 635,289,329 564,241,181 490,508,937 447,239,477 417,400,602 410,256,615 383,674,603 371,731,551 362,602,173 354,777,670 328,790,066
Flux de trésorerie 13
Données annuelles Flux de trésorerie pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
D&A 12-point trend, +147.0% $2.08B $1.63B $1.40B $1.31B $1.04B $1.04B $1.03B $950M $922M $901M $826M $844M
Stock-based Comp 12-point trend, +4753.4% $1.56B $76M $37M $26M $18M $28M $25M $28M $19M $29M $31M $32M
Deferred Tax 12-point trend, -1159.6% $-50M $-7M $-2M $-11M $-1M $-1M $-10M $-7M $12M $-34M $-4M $-4M
Other Non-cash 6-point trend, -240.4% · · · · · · $-837M $-217M $-60M $-349M $-368M $-246M
Operating Cash Flow 12-point trend, +153.1% $2.88B $2.26B $1.60B $1.33B $1.28B $1.36B $1.54B $1.58B $1.43B $1.64B $1.38B $1.14B
Investing Cash Flow 12-point trend, -394.4% $-10.51B $-5.51B $-5.71B $-3.70B $-4.52B $2.35B $-2.05B $-2.39B $155M $-183M $-3.50B $-2.13B
Stock Issued 8-point trend, +0.2% · · · · $2.35B $595M $1.06B $790M $622M $534M $1.76B $2.34B
Stock Repurchased 5-point trend, +0.00 · · · $0 $0 $8M $0 $0 · · · ·
Net Stock Activity 9-point trend, -100.0% · · · $0 $2.35B $588M $1.06B $790M $622M $534M $1.76B $2.34B
Dividends Paid 12-point trend, +93.7% $1.88B $1.55B $1.26B $1.13B $1.04B $1.12B $1.40B $1.30B $1.28B $1.23B $1.14B $970M
Financing Cash Flow 12-point trend, +590.6% $9.00B $4.91B $5.45B $2.76B $1.57B $-2.08B $577M $818M $-1.91B $-1.25B $2.00B $1.30B
Net Change in Cash 12-point trend, +375.7% $1.50B $1.64B $1.35B $376M $-1.67B $1.64B $70M $7M $-298M $185M $-131M $315M
Taxes Paid 9-point trend, +118.7% $23M $8M $8M $3M $-5M $14M $14M $2M $10M · · ·
Rentabilité 5
Données annuelles Rentabilité pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -42.1% 8.9% 12.2% 5.4% 2.7% 7.9% 22.6% 26.0% 17.6% 12.5% 25.3% 23.0% 15.3%
Pretax Margin 11-point trend, -42.9% · 6.6% 5.3% 2.9% 3.6% -0.69% 10.6% 9.0% 6.9% 16.6% 16.5% 11.5%
EBITDA Margin 6-point trend, -20.6% · · · · · · 20.1% 20.2% 21.3% 21.1% 21.4% 25.2%
ROA 11-point trend, -50.5% 1.6% 2.1% 0.87% 0.44% 1.1% 3.1% 4.2% 2.9% 1.9% 3.7% 3.3% ·
ROE 11-point trend, -59.4% 2.6% 3.4% 1.6% 0.85% 2.2% 6.6% 8.8% 5.7% 3.7% 7.4% 6.4% ·
Efficacité 1
Données annuelles Efficacité pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +28.1% 0.2 0.2 0.2 0.2 0.1 0.1 0.2 0.2 0.2 0.1 0.1 ·
Par action 6
Données annuelles Par action pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +47.1% $60.49 $50.30 $45.02 $41.38 $39.43 $38.27 $37.88 $38.14 $38.80 $40.83 $41.13 ·
Revenue / Share 12-point trend, +46.8% $15.95 $13.13 $12.80 $12.60 $11.11 $11.04 $12.68 $12.53 $11.70 $11.88 $11.05 $10.86
Cash Flow / Share 12-point trend, +14.6% $4.24 $3.71 $3.09 $2.86 $2.99 $3.27 $3.80 $4.22 $3.89 $4.52 $3.93 $3.70
Cash / Share 11-point trend, +610.4% $7.23 $5.52 $3.53 $1.29 $0.60 $3.70 $0.69 $0.56 $0.66 $1.16 $1.02 ·
Dividend Paid / Share 12-point trend, -11.3% $3 $3 $2 $2 $2 $3 $3 $3 $3 $3 $3 $3
EPS (TTM) 12-point trend, -4.1% $1.39 $1.57 $0.66 $0.30 $0.78 $2.33 $3.05 $2.02 $1.26 $2.81 $2.34 $1.45
Taux de croissance 10
Données annuelles Taux de croissance pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +1103.7% 35.6% 20.4% 13.3% 23.6% 3.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +75.6% 22.7% 19.0% 13.0% · · · · · · · · ·
Revenue CAGR 5Y 18.7% · · · · · · · · · · ·
EPS YoY 5-point trend, +82.8% -11.5% 137.9% 120.0% -61.5% -66.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, +294.3% 66.7% 26.3% -34.3% · · · · · · · · ·
EPS CAGR 5Y -9.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, +98.2% -1.1% 171.6% 123.0% -57.1% -63.9% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +373.1% 81.6% 37.5% -29.9% · · · · · · · · ·
Net Income CAGR 5Y -1.5% · · · · · · · · · · ·
Dividend CAGR 5Y 10.9% · · · · · · · · · · ·
Valorisation (TTM) 12
Données annuelles Valorisation (TTM) pour WELL
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +224.1% $10.84B $7.99B $6.64B $5.86B $4.74B $4.61B $5.12B $4.70B $4.32B $4.28B $3.86B $3.34B
Net Income TTM 12-point trend, +87.7% $962M $973M $358M $161M $374M $1.04B $1.33B $830M $541M $1.08B $889M $512M
Market Cap 11-point trend, +435.6% $129.28B $80.07B $50.88B $32.15B $38.36B $26.97B $33.55B $26.63B $23.71B $24.27B $24.14B ·
P/E 12-point trend, +155.9% 133.5 80.3 136.6 218.5 110.0 27.7 26.8 34.4 50.6 23.8 29.1 52.2
P/S 11-point trend, +90.8% 11.9 10.0 7.7 5.5 8.1 5.9 6.6 5.7 5.5 5.7 6.3 ·
P/B 11-point trend, +85.5% 3.1 2.5 2.0 1.6 2.2 1.7 2.2 1.8 1.6 1.6 1.7 ·
P / Tangible Book 6-point trend, +82.7% 3.2 2.6 2.0 1.6 2.2 1.7 · · · · · ·
P / Cash Flow 11-point trend, +155.3% 44.9 35.5 31.8 24.2 30.1 19.8 21.8 16.8 16.5 14.9 17.6 ·
Dividend Yield 11-point trend, -69.4% 1.5% 1.9% 2.5% 3.5% 2.7% 4.2% 4.2% 4.9% 5.4% 5.1% 4.7% ·
Earnings Yield 12-point trend, -60.9% 0.75% 1.2% 0.73% 0.46% 0.91% 3.6% 3.7% 2.9% 2.0% 4.2% 3.4% 1.9%
Payout Ratio 12-point trend, +3.2% 195.2% 158.8% 352.0% 704.7% 277.0% 107.8% 105.6% 156.7% 236.3% 114.0% 128.8% 189.3%
Annual Payout 12-point trend, +93.7% $1.88B $1.55B $1.26B $1.13B $1.04B $1.12B $1.40B $1.30B $1.28B $1.23B $1.14B $970M

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

Compte de résultat
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $10.84B$7.99B$6.64B$5.86B$4.74B
Résultat net $962M$973M$358M$161M$374M
BPA dilué $1.39$1.57$0.66$0.30$0.78

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Détenteurs institutionnels (13F) 1 706 déclarants · $110.6B total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
202 (-6 vs T. préc.) 80 (-19 vs T. préc.) 662 (+39 vs T. préc.) 458 (+4 vs T. préc.) +40.3M

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
VANGUARD GROUP INC $15 813 805 137 85 199 101 14,29% Actions
VANGUARD CAPITAL MANAGEMENT LLC $10 467 623 529 46 118 974 9,46% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $9 861 748 449 43 449 568 8,91% Actions
STATE STREET CORP $9 564 245 706 42 138 810 8,65% Actions
Capital International Investors $8 965 880 965 39 500 055 8,10% Actions
Capital World Investors $4 545 947 796 20 028 842 4,11% Actions
NORGES BANK $4 118 820 958 18 146 984 3,72% Actions
GEODE CAPITAL MANAGEMENT, LLC $3 456 414 703 15 303 632 3,12% Actions
WELLINGTON MANAGEMENT GROUP LLP $2 934 540 297 12 929 199 2,65% Actions
FMR LLC $2 835 227 610 12 491 641 2,56% Actions
PRINCIPAL FINANCIAL GROUP INC $2 183 392 841 9 619 742 1,97% Actions
DIMENSIONAL FUND ADVISORS LP $1 773 709 541 7 814 730 1,60% Actions
Capital Research Global Investors $1 563 681 433 6 889 084 1,41% Actions
PeakShares LLC $1 363 409 000 6 007 1,23% Actions
CENTERSQUARE INVESTMENT MANAGEMENT LLC $1 225 291 871 5 398 475 1,11% Actions
VANGUARD FIDUCIARY TRUST CO $899 718 386 3 964 041 0,81% Actions
Resolution Capital Ltd $766 627 263 3 377 659 0,69% Actions
WCM INVESTMENT MANAGEMENT, LLC $762 167 447 3 346 803 0,69% Actions
Sumitomo Mitsui Trust Group, Inc. $715 128 678 3 150 763 0,65% Actions
AMERIPRISE FINANCIAL INC $624 831 836 2 752 616 0,56% Actions
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $617 322 539 2 719 842 0,56% Actions
BANK OF AMERICA CORP /DE/ $608 524 954 2 681 081 0,55% Actions
GOLDMAN SACHS GROUP INC $604 159 065 2 661 845 0,55% Actions
Mitsubishi UFJ Asset Management Co., Ltd. $529 838 768 2 334 400 0,48% Actions
CANADA PENSION PLAN INVESTMENT BOARD $528 399 551 2 328 059 0,48% Actions
JANE STREET GROUP, LLC $520 124 452 2 291 600 0,47% Option d'achat
National Pension Service $457 359 757 2 015 067 0,41% Actions
Swiss National Bank $450 989 390 1 987 000 0,41% Actions
Legal & General Group Plc $399 158 296 1 758 639 0,36% Actions
APG Asset Management US Inc. $389 571 945 1 692 393 0,35% Actions
BlackRock, Inc. $388 787 808 1 712 948 0,35% Actions
California Public Employees Retirement System $352 253 808 1 551 984 0,32% Actions
Vanguard Global Advisers, LLC $345 654 429 1 522 908 0,31% Actions
ALLIANCEBERNSTEIN L.P. $341 700 018 1 728 289 0,31% Actions
AMERICAN CENTURY COMPANIES INC $331 045 732 1 458 544 0,30% Actions
VANGUARD ASSET MANAGEMENT, Ltd $311 333 841 1 371 696 0,28% Actions
Zurcher Kantonalbank (Zurich Cantonalbank) $305 436 253 1 345 712 0,28% Actions
RHUMBLINE ADVISERS $289 883 464 1 277 189 0,26% Actions
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $287 235 074 1 265 520 0,26% Actions
Universal- Beteiligungs- und Servicegesellschaft mbH $283 215 297 1 249 469 0,26% Actions
BAMCO INC /NY/ $279 640 658 1 232 060 0,25% Actions
BNP PARIBAS FINANCIAL MARKETS $258 145 010 1 137 353 0,23% Actions
Asset Management One Co., Ltd. $257 014 696 1 299 958 0,23% Actions
Zimmer Partners, LP $255 097 257 1 123 925 0,23% Actions
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $244 143 685 1 075 665 0,22% Actions
NORDEA INVESTMENT MANAGEMENT AB $238 130 995 1 042 240 0,22% Actions
Castle Hook Partners LP $228 729 925 1 007 754 0,21% Actions
Adelante Capital Management LLC $220 721 194 972 469 0,20% Actions
Holocene Advisors, LP $217 461 546 958 107 0,20% Actions
Pictet Asset Management Holding SA $214 587 652 945 445 0,19% Actions
Capital International, Inc./CA/ $214 302 804 944 190 0,19% Actions
ENVESTNET ASSET MANAGEMENT INC $207 986 386 916 367 0,19% Actions
Heitman Real Estate Securities LLC $207 841 195 915 721 0,19% Actions
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $204 693 710 1 035 323 0,19% Actions
TD Asset Management Inc $203 771 169 897 789 0,18% Actions
Korea Investment CORP $203 171 969 895 149 0,18% Actions
JANE STREET GROUP, LLC $194 944 533 858 900 0,18% Option de vente
Nuveen, LLC $193 711 632 853 468 0,18% Actions
STRS OHIO $191 407 206 843 315 0,17% Actions
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $189 541 000 835 093 0,17% Actions
Vanguard Investments Australia, Ltd. $188 023 764 828 408 0,17% Actions
STOREBRAND ASSET MANAGEMENT AS $179 528 958 790 981 0,16% Actions
NEW YORK STATE COMMON RETIREMENT FUND $178 148 072 784 897 0,16% Actions
GOLDMAN SACHS GROUP INC $175 742 871 774 300 0,16% Option de vente
D. E. Shaw & Co., Inc. $170 250 878 750 103 0,15% Actions
AEW CAPITAL MANAGEMENT L P $169 055 654 744 837 0,15% Actions
CONGRESS ASSET MANAGEMENT CO $163 781 677 721 601 0,15% Actions
BARCLAYS PLC $162 578 837 716 301 0,15% Actions
Allianz Asset Management GmbH $160 062 649 705 215 0,14% Actions
RAYMOND JAMES FINANCIAL INC $144 636 090 637 248 0,13% Actions
1832 Asset Management L.P. $141 032 803 621 372 0,13% Actions
AVIVA PLC $139 838 260 616 109 0,13% Actions
MACQUARIE GROUP LTD $139 741 117 615 681 0,13% Actions
CI INVESTMENTS INC. $138 369 083 609 636 0,13% Actions
ADAGE CAPITAL PARTNERS GP, L.L.C. $133 822 874 589 606 0,12% Actions
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $133 268 840 587 165 0,12% Actions
NEUBERGER BERMAN GROUP LLC $132 122 717 582 115 0,12% Actions
Daiwa Securities Group Inc. $128 310 680 565 320 0,12% Actions
CITADEL ADVISORS LLC $126 913 453 559 164 0,11% Actions
JONES FINANCIAL COMPANIES LLLP $125 633 729 552 649 0,11% Actions
MILLENNIUM MANAGEMENT LLC $124 726 597 549 529 0,11% Actions
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $124 318 959 547 733 0,11% Actions
Retirement Systems of Alabama $121 977 083 537 415 0,11% Actions
State of New Jersey Common Pension Fund D $117 818 538 519 093 0,11% Actions
PRUDENTIAL FINANCIAL INC $115 854 567 510 440 0,10% Actions
FRED ALGER MANAGEMENT, LLC $110 084 989 485 020 0,10% Actions
LPL Financial LLC $109 056 922 480 491 0,10% Actions
APG Asset Management N.V. $107 676 251 542 390 0,10% Actions
Nuveen Asset Management, LLC $106 156 849 842 314 0,10% Actions
TCW GROUP INC $103 259 094 454 946 0,09% Actions
FIRST TRUST ADVISORS LP $102 853 898 453 161 0,09% Actions
DUFF & PHELPS INVESTMENT MANAGEMENT CO $101 753 375 448 312 0,09% Actions
Resona Asset Management Co.,Ltd. $99 661 898 437 988 0,09% Actions
Balyasny Asset Management L.P. $94 060 907 414 420 0,09% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $92 771 661 469 231 0,08% Actions
Zurich Insurance Group Ltd/FI $92 544 067 407 737 0,08% Actions
MANUFACTURERS LIFE INSURANCE COMPANY, THE $91 672 729 403 898 0,08% Actions
Mitsubishi UFJ Trust & Banking Corp $91 363 596 402 536 0,08% Actions
PRIMECAP MANAGEMENT CO/CA/ $87 498 979 385 509 0,08% Actions
STATE OF WISCONSIN INVESTMENT BOARD $85 327 102 375 940 0,08% Actions

Initiés de la société 46 initiés · 21 dirigeants · 27 administrateurs

Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
Shankh Mitra CEO 26 juin 2026 G 72 642 0 0 $0
Thomas J Derosa Chairman & CEO 14 février 2020 M 343 558 0 0 $0
George L Chapman Chairman, CEO and President 6 février 2014 F 275 980 0 0 $0
Timothy Mchugh Co-President and CFO 13 février 2026 A 23 398 0 0 $0
John Goodey Chief Financial Officer 13 mars 2019 S 48 094 0 0 $0
Scott A Estes EVP and CFO 13 avril 2017 A 117 607 0 0 $0
Nikhil Chaudhri Co-President and CIO 13 février 2026 A 449 0 0 $0
Raymond W Braun President 15 janvier 2009 F 106 907 0 0 $0
John F. Burkart Vice Chairman and COO 13 février 2026 A 1 644 0 0 $0
Jeffrey H Miller EVP-COO 31 janvier 2017 M 120 302 0 0 $0
Joshua Fieweger SVP, Chief Accounting Officer 13 février 2026 A 21 269 0 0 $0
Matthew Grant Mcqueen Chief Legal Officer 13 février 2026 A 26 881 0 0 $0
Ayesha Menon EVP - Wellness Housing & Deve 23 février 2023 A 8 763 0 0 $0
Mercedes Kerr EVP-Business Development 28 février 2019 S 44 478 0 0 $0
Scott M Brinker EVP - Chief Investment Officer 31 décembre 2016 F 102 550 0 0 $0
Erin C Ibele EVP-Head Human Cap.&Corp.Secy. 17 juin 2016 S 63 256 0 0 $0
Charles J Herman JR EVP/Pres, Srs. Hous/Post Acute 10 juin 2015 S 41 883 0 0 $0
Michael A Crabtree Sr. Vice President & Treasurer 5 mars 2015 S 45 039 0 0 $0
Daniel R Loftus Senior Vice President 1 novembre 2012 M 35 341 0 0 $0
John T Thomas EVP- Medical Facilities 25 juillet 2012 D 15 136 0 0 $0
Frederick L Farrar Executive Vice President 15 octobre 2009 S 51 754 0 0 $0
Dennis G Lopez Administrateur 21 mai 2026 A 18 525 0 0 $0
Kenneth J Bacon Administrateur 1 mai 2026 C 14 306 0 0 $0
Andrew Gundlach Administrateur 26 février 2026 A 20 000 0 0 $0
Ade J. Patton Administrateur 26 février 2026 A 8 241 0 0 $0
Johnese Spisso Administrateur 26 février 2026 A 16 057 0 0 $0
Karen B Desalvo Administrateur 26 février 2026 A 12 370 0 0 $0
Sergio Rivera Administrateur 26 février 2026 A 26 611 0 0 $0
Kathryn M Sullivan Administrateur 26 février 2026 A 6 599 0 0 $0
Diana Reid Administrateur 1 mars 2024 A 10 773 0 0 $0
Philip L Hawkins Administrateur 1 mars 2024 A 4 462 0 0 $0
Jeffrey H Donahue Administrateur 3 mars 2022 A 49 123 0 0 $0
Sharon M Oster Administrateur 12 février 2021 A 43 469 0 0 $0
Scott R Trumbull Administrateur 18 février 2020 J 39 486 0 0 $0
Gary Whitelaw Administrateur 7 février 2019 A 10 040 0 0 $0
Timothy J Naughton Administrateur 7 février 2019 A 19 161 0 0 $0
Geoffrey G Meyers Administrateur 7 février 2019 A 10 109 0 0 $0
Judith C Pelham Administrateur 7 février 2019 A 13 588 0 0 $0
Fred S Klipsch Administrateur 9 février 2018 M 4 703 0 0 $0
Peter J Grua Administrateur 10 mars 2015 G 21 879 0 0 $0
BALLARD WILLIAM C JR Administrateur 5 février 2015 A 23 290 0 0 $0
Jeffrey Otten Administrateur 6 février 2014 A 7 212 0 0 $0
Pier C Borra Administrateur 26 janvier 2012 A 69 369 0 0 $0
Daniel A Decker Administrateur 26 janvier 2012 A — 0 0 $0
Paul D Nungester Jr — 15 février 2018 A 29 989 0 0 $0
Bruce G Thompson — 24 août 2005 M 5 507 0 0 $0

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Détention d'ETF Détenu par 216 ETFs

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
RITA · ETF Series Solutions 14,10% 5 761 NS 30 avril 2026 N-PORT
JRE · Janus Detroit Street Trust 12,84% 2 370 NS 30 avril 2026 N-PORT
SPRE · Tidal Trust I 11,69% 115 789 NS 31 mai 2026 N-PORT
JPRE · J.P. Morgan Exchange-Traded Fund Tr… 11,04% 254 728 NS 31 mai 2026 N-PORT
BBRE · J.P. Morgan Exchange-Traded Fund Tr… 10,25% 613 570 NS 31 mai 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 9,62% 4 675 344 NS 31 mai 2026 N-PORT
REIT · ALPS ETF Trust 8,88% 22 666 NS 31 mai 2026 N-PORT
FPRO · FIDELITY COVINGTON TRUST 8,72% 5 978 NS 30 avril 2026 N-PORT
FREL · FIDELITY COVINGTON TRUST 8,60% 571 110 NS 30 avril 2026 N-PORT
BYRE · Principal Exchange-Traded Funds 8,04% 9 075 NS 30 juin 2026 N-PORT
DFGR · Dimensional ETF Trust 7,80% 1 260 273 NS 30 avril 2026 N-PORT
DFAR · Dimensional ETF Trust 7,50% 581 201 NS 30 avril 2026 N-PORT
DRN · Direxion Shares ETF Trust 6,89% 14 864 NS 30 avril 2026 N-PORT
URE · ProShares Trust 6,87% 18 733 NS 31 mai 2026 N-PORT
RNTY · Tidal Trust II 6,78% 1 589 NS 30 avril 2026 N-PORT
AVRE · AMERICAN CENTURY ETF TRUST 6,68% 264 486 NS 31 mai 2026 N-PORT
IQRA · New York Life Investments Active ET… 6,55% 2 082 NS 30 avril 2026 N-PORT
HAUS · Tidal Trust I 4,82% 1 907 NS 30 avril 2026 N-PORT
BWTG · ETF Opportunities Trust 4,10% 4 112 NS 31 mai 2026 N-PORT
GQRE · FlexShares Trust 4,09% 72 114 NS 30 avril 2026 N-PORT
AGNG · Global X Funds 3,07% 12 218 NS 31 mai 2026 N-PORT
PPTY · ETF Series Solutions 2,85% 3 423 NS 31 mai 2026 N-PORT
CAML · Professionally Managed Portfolios 2,57% 44 443 NS 30 avril 2026 N-PORT
BDIV · ETF Series Solutions 2,05% 592 NS 30 avril 2026 N-PORT
CGDG · Capital Group Dividend Growers ETF 1,99% 490 662 NS 31 mai 2026 N-PORT
NUDV · Nushares ETF Trust 1,93% 4 011 NS 30 avril 2026 N-PORT
AMOM · Exchange Listed Funds Trust 1,87% 2 625 NS 30 avril 2026 N-PORT
HOMZ · ETF Series Solutions 1,64% 2 720 NS 31 mai 2026 N-PORT
UPSD · ETF Series Solutions 1,49% 6 944 NS 30 avril 2026 N-PORT
YOKE · EA Series Trust 1,43% 14 777 NS 30 avril 2026 N-PORT
BLDG · Cambria ETF Trust 1,38% 3 252 NS 30 avril 2026 N-PORT
NULC · Nushares ETF Trust 1,38% 3 612 NS 30 avril 2026 N-PORT
FMAG · FIDELITY COVINGTON TRUST 1,26% 14 717 NS 30 avril 2026 N-PORT
NULG · Nushares ETF Trust 1,16% 138 706 NS 30 avril 2026 N-PORT
SNPG · DBX ETF Trust 1,15% 750 NS 29 mai 2026 N-PORT
RFFC · ALPS ETF Trust 1,09% 1 575 NS 31 mai 2026 N-PORT
ACLC · AMERICAN CENTURY ETF TRUST 1,05% 15 742 NS 31 mai 2026 N-PORT
ALTL · Pacer Funds Trust 1,02% 4 509 NS 30 avril 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 1,01% 808 NS 30 avril 2026 N-PORT
CGCV · Capital Group Conservative Equity E… 0,99% 84 154 NS 31 mai 2026 N-PORT
RFDA · ALPS ETF Trust 0,94% 4 000 NS 31 mai 2026 N-PORT
CGGE · Capital Group Global Equity ETF 0,89% 121 117 NS 31 mai 2026 N-PORT
PRAY · FIS Trust 0,87% 3 440 NS 31 mai 2026 N-PORT
JOET · Virtus ETF Trust II 0,82% 8 906 NS 30 avril 2026 N-PORT
FFLG · FIDELITY COVINGTON TRUST 0,78% 21 034 NS 30 avril 2026 N-PORT
CGUS · Capital Group Core Equity ETF 0,60% 317 004 NS 31 mai 2026 N-PORT
EQL · ALPS ETF Trust 0,58% 39 360 NS 31 mai 2026 N-PORT
FBCG · FIDELITY COVINGTON TRUST 0,58% 165 293 NS 30 avril 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,57% 57 515 NS 30 avril 2026 N-PORT
VEGN · ETF Series Solutions 0,53% 3 758 NS 30 avril 2026 N-PORT