WELL Welltower Inc. Common Stock

NYSE · Real Estate · Visualizza su SEC EDGAR ↗
$238,32
Prezzo · Ago 18, 2026
Fondamentali al Lug 28, 2026

Informazioni su Welltower Inc. Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

WELL Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$238.32
Capitalizzazione di Mercato
$165.99B
P/E (TTM)
171.5
EPS (TTM)
$1.39
Ricavi (TTM)
$10.84B
Rendimento div.
1.1%
ROE
2.6%
D/E Debito/Patrimonio
Intervallo 52 sett.
$162 – $255

WELL Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $10.84B
10-point trend, +153.2%
2016-12-31 2025-12-31
EPS $1.39
10-point trend, -50.5%
2016-12-31 2025-12-31
Flusso di cassa libero
Margini 8.9%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
WELL
Mediana dei peer
P/E (TTM)
5-point trend, +21.4%
171.5
29.8
P/S (TTM)
5-point trend, +47.5%
15.3
6.3
P/B
5-point trend, +41.1%
3.9
1.7

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
WELL
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
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%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
WELL
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
WELL
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +128.5%
35.6%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +128.5%
22.7%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +128.5%
18.7%
EPS YoY
5-point trend, +78.2%
-11.5%
Net Income YoY (Utile Netto YoY)
5-point trend, +156.8%
-1.1%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
WELL
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +78.2%
$1.39

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
WELL
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -29.5%
195.2%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
1.1%
Rapporto di Distribuzione Utili
195.2%
CAGR Dividendi 5Y
Data ex-dividendoImporto
12 Agosto 2026$0,8500
13 Maggio 2026$0,7400
25 Febbraio 2026$0,7400
10 Novembre 2025$0,7400
12 Agosto 2025$0,7400
14 Maggio 2025$0,6700
25 Febbraio 2025$0,6700
13 Novembre 2024$0,6700
12 Agosto 2024$0,6700
10 Maggio 2024$0,6100
22 Febbraio 2024$0,6100
13 Novembre 2023$0,6100
14 Agosto 2023$0,6100
15 Maggio 2023$0,6100
27 Febbraio 2023$0,6100
17 Novembre 2022$0,6100
22 Agosto 2022$0,6100
23 Maggio 2022$0,6100
28 Febbraio 2022$0,6100
15 Novembre 2021$0,6100

WELL Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 28 analisti
  • Acquisto forte 6 21,4%
  • Compra 17 60,7%
  • Mantieni 5 17,9%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

22 analisti · 2026-08-14
Target mediano $260.00 +9,1%
Target medio $255.59 +7,2%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
-0.06%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.61 $0.64 -0.03%
31 Marzo 2026 $1.02 $0.77 0.25%
31 Dicembre 2025 $0.14 $0.59 -0.45%
30 Settembre 2025 $0.41 $0.53 -0.12%
30 Giugno 2025 $0.45 $0.46 -0.01%
31 Marzo 2025 $0.40 $0.41 -0.01%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 14
Dati annuali Conto Economico per WELL
Metrica Tendenza 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
Stato Patrimoniale 14
Dati annuali Stato Patrimoniale per WELL
Metrica Tendenza 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
Flusso di cassa 13
Dati annuali Flusso di cassa per WELL
Metrica Tendenza 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 · · ·
Redditività 5
Dati annuali Redditività per WELL
Metrica Tendenza 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% ·
Efficienza 1
Dati annuali Efficienza per WELL
Metrica Tendenza 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 ·
Per Azione 6
Dati annuali Per Azione per WELL
Metrica Tendenza 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
Tassi di Crescita 10
Dati annuali Tassi di Crescita per WELL
Metrica Tendenza 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% · · · · · · · · · · ·
Valutazione (TTM) 12
Dati annuali Valutazione (TTM) per WELL
Metrica Tendenza 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

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $10.84B$7.99B$6.64B$5.86B$4.74B
Utile netto $962M$973M$358M$161M$374M
EPS Diluito $1.39$1.57$0.66$0.30$0.78

Ultime notizie Notizie recenti che menzionano questa società

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Proprietari istituzionali (13F) 1.706 filer · $110.6B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
202 (-1 vs trimestre precedente) 78 (-23 vs trimestre precedente) 658 (+37 vs trimestre precedente) 457 (+4 vs trimestre precedente) +135.0M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $15.813.805.137 85.199.101 14,30% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $10.467.623.529 46.118.974 9,46% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $9.861.748.449 43.449.568 8,91% Azioni
STATE STREET CORP $9.564.245.706 42.138.810 8,65% Azioni
Capital International Investors $8.965.880.965 39.500.055 8,10% Azioni
Capital World Investors $4.545.947.796 20.028.842 4,11% Azioni
NORGES BANK $4.118.820.958 18.146.984 3,72% Azioni
GEODE CAPITAL MANAGEMENT, LLC $3.456.414.703 15.303.632 3,12% Azioni
WELLINGTON MANAGEMENT GROUP LLP $2.934.540.297 12.929.199 2,65% Azioni
FMR LLC $2.835.227.610 12.491.641 2,56% Azioni
PRINCIPAL FINANCIAL GROUP INC $2.183.392.841 9.619.742 1,97% Azioni
DIMENSIONAL FUND ADVISORS LP $1.773.709.541 7.814.730 1,60% Azioni
Capital Research Global Investors $1.563.681.433 6.889.084 1,41% Azioni
PeakShares LLC $1.363.409.000 6.007 1,23% Azioni
CENTERSQUARE INVESTMENT MANAGEMENT LLC $1.225.291.871 5.398.475 1,11% Azioni
VANGUARD FIDUCIARY TRUST CO $899.718.386 3.964.041 0,81% Azioni
Resolution Capital Ltd $766.627.263 3.377.659 0,69% Azioni
WCM INVESTMENT MANAGEMENT, LLC $762.167.447 3.346.803 0,69% Azioni
Sumitomo Mitsui Trust Group, Inc. $715.128.678 3.150.763 0,65% Azioni
AMERIPRISE FINANCIAL INC $624.831.836 2.752.616 0,56% Azioni
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $617.322.539 2.719.842 0,56% Azioni
BANK OF AMERICA CORP /DE/ $608.524.954 2.681.081 0,55% Azioni
GOLDMAN SACHS GROUP INC $604.159.065 2.661.845 0,55% Azioni
Mitsubishi UFJ Asset Management Co., Ltd. $529.838.768 2.334.400 0,48% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $528.399.551 2.328.059 0,48% Azioni
JANE STREET GROUP, LLC $520.124.452 2.291.600 0,47% Opzione Call
National Pension Service $457.359.757 2.015.067 0,41% Azioni
Swiss National Bank $450.989.390 1.987.000 0,41% Azioni
Legal & General Group Plc $399.158.296 1.758.639 0,36% Azioni
APG Asset Management US Inc. $389.571.945 1.692.393 0,35% Azioni
BlackRock, Inc. $388.787.808 1.712.948 0,35% Azioni
California Public Employees Retirement System $352.253.808 1.551.984 0,32% Azioni
Vanguard Global Advisers, LLC $345.654.429 1.522.908 0,31% Azioni
ALLIANCEBERNSTEIN L.P. $341.700.018 1.728.289 0,31% Azioni
AMERICAN CENTURY COMPANIES INC $331.045.732 1.458.544 0,30% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $311.333.841 1.371.696 0,28% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $305.436.253 1.345.712 0,28% Azioni
RHUMBLINE ADVISERS $289.883.464 1.277.189 0,26% Azioni
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $287.235.074 1.265.520 0,26% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $283.215.297 1.249.469 0,26% Azioni
BAMCO INC /NY/ $279.640.658 1.232.060 0,25% Azioni
BNP PARIBAS FINANCIAL MARKETS $258.145.010 1.137.353 0,23% Azioni
Asset Management One Co., Ltd. $257.014.696 1.299.958 0,23% Azioni
Zimmer Partners, LP $255.097.257 1.123.925 0,23% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $244.143.685 1.075.665 0,22% Azioni
NORDEA INVESTMENT MANAGEMENT AB $238.130.995 1.042.240 0,22% Azioni
Castle Hook Partners LP $228.729.925 1.007.754 0,21% Azioni
Adelante Capital Management LLC $220.721.194 972.469 0,20% Azioni
Holocene Advisors, LP $217.461.546 958.107 0,20% Azioni
Pictet Asset Management Holding SA $214.587.652 945.445 0,19% Azioni
Capital International, Inc./CA/ $214.302.804 944.190 0,19% Azioni
ENVESTNET ASSET MANAGEMENT INC $207.986.386 916.367 0,19% Azioni
Heitman Real Estate Securities LLC $207.841.195 915.721 0,19% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $204.693.710 1.035.323 0,19% Azioni
TD Asset Management Inc $203.771.169 897.789 0,18% Azioni
Korea Investment CORP $203.171.969 895.149 0,18% Azioni
JANE STREET GROUP, LLC $194.944.533 858.900 0,18% Opzione Put
Nuveen, LLC $193.711.632 853.468 0,18% Azioni
STRS OHIO $191.407.206 843.315 0,17% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $189.541.000 835.093 0,17% Azioni
Vanguard Investments Australia, Ltd. $188.023.764 828.408 0,17% Azioni
STOREBRAND ASSET MANAGEMENT AS $179.528.958 790.981 0,16% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $178.148.072 784.897 0,16% Azioni
GOLDMAN SACHS GROUP INC $175.742.871 774.300 0,16% Opzione Put
D. E. Shaw & Co., Inc. $170.250.878 750.103 0,15% Azioni
AEW CAPITAL MANAGEMENT L P $169.055.654 744.837 0,15% Azioni
CONGRESS ASSET MANAGEMENT CO $163.781.677 721.601 0,15% Azioni
BARCLAYS PLC $162.578.837 716.301 0,15% Azioni
Allianz Asset Management GmbH $160.062.649 705.215 0,14% Azioni
RAYMOND JAMES FINANCIAL INC $144.636.090 637.248 0,13% Azioni
1832 Asset Management L.P. $141.032.803 621.372 0,13% Azioni
AVIVA PLC $139.838.260 616.109 0,13% Azioni
MACQUARIE GROUP LTD $139.741.117 615.681 0,13% Azioni
CI INVESTMENTS INC. $138.369.083 609.636 0,13% Azioni
ADAGE CAPITAL PARTNERS GP, L.L.C. $133.822.874 589.606 0,12% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $133.268.840 587.165 0,12% Azioni
NEUBERGER BERMAN GROUP LLC $132.122.717 582.115 0,12% Azioni
Daiwa Securities Group Inc. $128.310.680 565.320 0,12% Azioni
CITADEL ADVISORS LLC $126.913.453 559.164 0,11% Azioni
JONES FINANCIAL COMPANIES LLLP $125.633.729 552.649 0,11% Azioni
MILLENNIUM MANAGEMENT LLC $124.726.597 549.529 0,11% Azioni
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $124.318.959 547.733 0,11% Azioni
Retirement Systems of Alabama $121.977.083 537.415 0,11% Azioni
State of New Jersey Common Pension Fund D $117.818.538 519.093 0,11% Azioni
PRUDENTIAL FINANCIAL INC $115.854.567 510.440 0,10% Azioni
FRED ALGER MANAGEMENT, LLC $110.084.989 485.020 0,10% Azioni
LPL Financial LLC $109.056.922 480.491 0,10% Azioni
APG Asset Management N.V. $107.676.251 542.390 0,10% Azioni
Nuveen Asset Management, LLC $106.156.849 842.314 0,10% Azioni
TCW GROUP INC $103.259.094 454.946 0,09% Azioni
FIRST TRUST ADVISORS LP $102.853.898 453.161 0,09% Azioni
DUFF & PHELPS INVESTMENT MANAGEMENT CO $101.753.375 448.312 0,09% Azioni
Resona Asset Management Co.,Ltd. $99.661.898 437.988 0,09% Azioni
Balyasny Asset Management L.P. $94.060.907 414.420 0,09% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $92.771.661 469.231 0,08% Azioni
Zurich Insurance Group Ltd/FI $92.544.067 407.737 0,08% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $91.672.729 403.898 0,08% Azioni
Mitsubishi UFJ Trust & Banking Corp $91.363.596 402.536 0,08% Azioni
PRIMECAP MANAGEMENT CO/CA/ $87.498.979 385.509 0,08% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $85.327.102 375.940 0,08% Azioni

Insider aziendali 46 insider · 21 dirigenti · 27 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Shankh Mitra CEO 26 Giugno 2026 G 72.642 0 0 $0
Thomas J Derosa Chairman & CEO 14 Febbraio 2020 M 343.558 0 0 $0
George L Chapman Chairman, CEO and President 06 Febbraio 2014 F 275.980 0 0 $0
Timothy Mchugh Co-President and CFO 13 Febbraio 2026 A 23.398 0 0 $0
John Goodey Chief Financial Officer 13 Marzo 2019 S 48.094 0 0 $0
Scott A Estes EVP and CFO 13 Aprile 2017 A 117.607 0 0 $0
Nikhil Chaudhri Co-President and CIO 13 Febbraio 2026 A 449 0 0 $0
Raymond W Braun President 15 Gennaio 2009 F 106.907 0 0 $0
John F. Burkart Vice Chairman and COO 13 Febbraio 2026 A 1.644 0 0 $0
Jeffrey H Miller EVP-COO 31 Gennaio 2017 M 120.302 0 0 $0
Joshua Fieweger SVP, Chief Accounting Officer 13 Febbraio 2026 A 21.269 0 0 $0
Matthew Grant Mcqueen Chief Legal Officer 13 Febbraio 2026 A 26.881 0 0 $0
Ayesha Menon EVP - Wellness Housing & Deve 23 Febbraio 2023 A 8.763 0 0 $0
Mercedes Kerr EVP-Business Development 28 Febbraio 2019 S 44.478 0 0 $0
Scott M Brinker EVP - Chief Investment Officer 31 Dicembre 2016 F 102.550 0 0 $0
Erin C Ibele EVP-Head Human Cap.&Corp.Secy. 17 Giugno 2016 S 63.256 0 0 $0
Charles J Herman JR EVP/Pres, Srs. Hous/Post Acute 10 Giugno 2015 S 41.883 0 0 $0
Michael A Crabtree Sr. Vice President & Treasurer 05 Marzo 2015 S 45.039 0 0 $0
Daniel R Loftus Senior Vice President 01 Novembre 2012 M 35.341 0 0 $0
John T Thomas EVP- Medical Facilities 25 Luglio 2012 D 15.136 0 0 $0
Frederick L Farrar Executive Vice President 15 Ottobre 2009 S 51.754 0 0 $0
Dennis G Lopez Direttore 21 Maggio 2026 A 18.525 0 0 $0
Kenneth J Bacon Direttore 01 Maggio 2026 C 14.306 0 0 $0
Andrew Gundlach Direttore 26 Febbraio 2026 A 20.000 0 0 $0
Ade J. Patton Direttore 26 Febbraio 2026 A 8.241 0 0 $0
Johnese Spisso Direttore 26 Febbraio 2026 A 16.057 0 0 $0
Karen B Desalvo Direttore 26 Febbraio 2026 A 12.370 0 0 $0
Sergio Rivera Direttore 26 Febbraio 2026 A 26.611 0 0 $0
Kathryn M Sullivan Direttore 26 Febbraio 2026 A 6.599 0 0 $0
Diana Reid Direttore 01 Marzo 2024 A 10.773 0 0 $0
Philip L Hawkins Direttore 01 Marzo 2024 A 4.462 0 0 $0
Jeffrey H Donahue Direttore 03 Marzo 2022 A 49.123 0 0 $0
Sharon M Oster Direttore 12 Febbraio 2021 A 43.469 0 0 $0
Scott R Trumbull Direttore 18 Febbraio 2020 J 39.486 0 0 $0
Gary Whitelaw Direttore 07 Febbraio 2019 A 10.040 0 0 $0
Timothy J Naughton Direttore 07 Febbraio 2019 A 19.161 0 0 $0
Geoffrey G Meyers Direttore 07 Febbraio 2019 A 10.109 0 0 $0
Judith C Pelham Direttore 07 Febbraio 2019 A 13.588 0 0 $0
Fred S Klipsch Direttore 09 Febbraio 2018 M 4.703 0 0 $0
Peter J Grua Direttore 10 Marzo 2015 G 21.879 0 0 $0
BALLARD WILLIAM C JR Direttore 05 Febbraio 2015 A 23.290 0 0 $0
Jeffrey Otten Direttore 06 Febbraio 2014 A 7.212 0 0 $0
Pier C Borra Direttore 26 Gennaio 2012 A 69.369 0 0 $0
Daniel A Decker Direttore 26 Gennaio 2012 A 0 0 $0
Paul D Nungester Jr 15 Febbraio 2018 A 29.989 0 0 $0
Bruce G Thompson 24 Agosto 2005 M 5.507 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 217 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
REZ · iShares Trust 24,29% 889.005 SH 08 Agosto 2026 Giornaliero
RITA · ETF Series Solutions 14,10% 5.761 NS 30 Aprile 2026 N-PORT
JRE · Janus Detroit Street Trust 12,84% 2.370 NS 30 Aprile 2026 N-PORT
SPRE · Tidal Trust I 11,69% 115.789 NS 31 Maggio 2026 N-PORT
IYR · iShares Trust 11,04% 2.119.672 SH 08 Agosto 2026 Giornaliero
JPRE · J.P. Morgan Exchange-Traded Fund Tr… 11,04% 254.728 NS 31 Maggio 2026 N-PORT
BBRE · J.P. Morgan Exchange-Traded Fund Tr… 10,25% 613.570 NS 31 Maggio 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 9,62% 4.675.344 NS 31 Maggio 2026 N-PORT
USRT · iShares Trust 9,20% 1.801.458 SH 08 Agosto 2026 Giornaliero
REET · iShares Trust 8,99% 1.936.999 SH 08 Agosto 2026 Giornaliero
REIT · ALPS ETF Trust 8,88% 22.666 NS 31 Maggio 2026 N-PORT
FPRO · FIDELITY COVINGTON TRUST 8,72% 5.978 NS 30 Aprile 2026 N-PORT
FREL · FIDELITY COVINGTON TRUST 8,60% 571.110 NS 30 Aprile 2026 N-PORT
ICF · iShares Trust 8,57% 763.388 SH 08 Agosto 2026 Giornaliero
VNQ · VANGUARD SPECIALIZED FUNDS 8,41% 26.553.698 SH 08 Agosto 2026 Giornaliero
PSR · Invesco Actively Managed Exchange-T… 8,33% 21.088 08 Agosto 2026 Giornaliero
DFGR · Dimensional ETF Trust 7,80% 1.260.273 NS 30 Aprile 2026 N-PORT
DFAR · Dimensional ETF Trust 7,50% 581.201 NS 30 Aprile 2026 N-PORT
ERET · iShares Trust 7,02% 4.180 SH 08 Agosto 2026 Giornaliero
DRN · Direxion Shares ETF Trust 6,89% 14.864 NS 30 Aprile 2026 N-PORT
URE · ProShares Trust 6,87% 18.733 NS 31 Maggio 2026 N-PORT
RNTY · Tidal Trust II 6,78% 1.589 NS 30 Aprile 2026 N-PORT
AVRE · AMERICAN CENTURY ETF TRUST 6,68% 264.486 NS 31 Maggio 2026 N-PORT
IQRA · New York Life Investments Active ET… 6,55% 2.082 NS 30 Aprile 2026 N-PORT
VGSR · Manager Directed Portfolios 4,84% 112.353 NS 31 Marzo 2026 N-PORT
HAUS · Tidal Trust I 4,82% 1.907 NS 30 Aprile 2026 N-PORT
BWTG · ETF Opportunities Trust 4,10% 4.112 NS 31 Maggio 2026 N-PORT
GQRE · FlexShares Trust 4,09% 72.114 NS 30 Aprile 2026 N-PORT
RSPR · Invesco Exchange-Traded Fund Trust 3,64% 15.384 08 Agosto 2026 Giornaliero
AGNG · Global X Funds 3,07% 12.218 NS 31 Maggio 2026 N-PORT
PPTY · ETF Series Solutions 2,85% 3.423 NS 31 Maggio 2026 N-PORT
CAML · Professionally Managed Portfolios 2,57% 44.443 NS 30 Aprile 2026 N-PORT
CAPE · DoubleLine ETF Trust 2,43% 32.062 NS 31 Marzo 2026 N-PORT
BDIV · ETF Series Solutions 2,05% 592 NS 30 Aprile 2026 N-PORT
CGDG · Capital Group Dividend Growers ETF 1,99% 490.662 NS 31 Maggio 2026 N-PORT
NUDV · Nushares ETF Trust 1,93% 4.011 NS 30 Aprile 2026 N-PORT
AMOM · Exchange Listed Funds Trust 1,87% 2.625 NS 30 Aprile 2026 N-PORT
HOMZ · ETF Series Solutions 1,64% 2.720 NS 31 Maggio 2026 N-PORT
USMV · iShares Trust 1,56% 1.598.921 SH 08 Agosto 2026 Giornaliero
ESMV · iShares Trust 1,55% 516 SH 08 Agosto 2026 Giornaliero
UPSD · ETF Series Solutions 1,49% 6.944 NS 30 Aprile 2026 N-PORT
YOKE · EA Series Trust 1,43% 14.777 NS 30 Aprile 2026 N-PORT
BLDG · Cambria ETF Trust 1,38% 3.252 NS 30 Aprile 2026 N-PORT
NULC · Nushares ETF Trust 1,38% 3.612 NS 30 Aprile 2026 N-PORT
FMAG · FIDELITY COVINGTON TRUST 1,26% 14.717 NS 30 Aprile 2026 N-PORT
NULG · Nushares ETF Trust 1,16% 138.706 NS 30 Aprile 2026 N-PORT
SNPG · DBX ETF Trust 1,15% 750 NS 29 Maggio 2026 N-PORT
RPG · Invesco Exchange-Traded Fund Trust 1,10% 93.865 08 Agosto 2026 Giornaliero
RFFC · ALPS ETF Trust 1,09% 1.575 NS 31 Maggio 2026 N-PORT
ACLC · AMERICAN CENTURY ETF TRUST 1,05% 15.742 NS 31 Maggio 2026 N-PORT