WELL Welltower Inc. Common Stock
$234.85
价格 · 八月 19, 2026
截至...的财报数据 七月 28, 2026
52周区间
$162–$255
78% of range
分析师评级
BUY
28 analysts
目标价
$256
+9% upside
P/E (TTM)
169.0
ROE
2.6%
净利润率
8.9%
关于 Welltower Inc. Common Stock 公司概况（来自维基百科）
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.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
WELL 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$234.85
市值
$163.57B
P/E (TTM)
169.0
每股收益 (TTM)
$1.39
营收 (TTM)
$10.84B
股息收益率
1.1%
ROE
2.6%
负债/权益
—
52周区间
$162 – $255
WELL 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
Configure
10年表现 收入、净利润、利润率和每股收益趋势
营收与净利润
$10.84B
2016-12-31
→
2025-12-31
EPS
$1.39
2016-12-31
→
2025-12-31
自由现金流
—
利润率
8.9%
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
指标
5年趋势
WELL
同行中位数
P/E (TTM)
169.0
29.8
P/S (TTM) (市销率 (TTM))
15.1
6.3
P/B (市净率)
3.9
1.7
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
指标
5年趋势
WELL
同行中位数
Net Profit Margin (净利润率)
8.9%
15.7%
ROA
1.6%
2.6%
ROE
2.6%
4.6%
财务健康 债务、流动性、偿付能力 — 资产负债表强度
指标
5年趋势
WELL
同行中位数
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
指标
5年趋势
WELL
同行中位数
Revenue YoY (营收同比增长)
35.6%
—
Revenue CAGR 3Y (营收3年复合年增长率)
22.7%
—
Revenue CAGR 5Y (营收5年复合年增长率)
18.7%
—
EPS YoY
-11.5%
—
Net Income YoY (净利润同比增长)
-1.1%
—
资本效率 资产周转率、库存周转率、应收账款周转率
指标
5年趋势
WELL
同行中位数
Payout Ratio (派息率)
195.2%
—
股息 收益率、派息率、股息历史、5年CAGR
股息收益率
1.1%
派息率
195.2%
5年股息复合年增长率 (CAGR)
—
| 除息日 | 金额 |
|---|---|
| 2026年8月12日 | $0.8500 |
| 2026年5月13日 | $0.7400 |
| 2026年2月25日 | $0.7400 |
| 2025年11月10日 | $0.7400 |
| 2025年8月12日 | $0.7400 |
| 2025年5月14日 | $0.6700 |
| 2025年2月25日 | $0.6700 |
| 2024年11月13日 | $0.6700 |
| 2024年8月12日 | $0.6700 |
| 2024年5月10日 | $0.6100 |
| 2024年2月22日 | $0.6100 |
| 2023年11月13日 | $0.6100 |
| 2023年8月14日 | $0.6100 |
| 2023年5月15日 | $0.6100 |
| 2023年2月27日 | $0.6100 |
| 2022年11月17日 | $0.6100 |
| 2022年8月22日 | $0.6100 |
| 2022年5月23日 | $0.6100 |
| 2022年2月28日 | $0.6100 |
| 2021年11月15日 | $0.6100 |
WELL 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
买入
28 位分析师
- 强烈买入 6 21.4%
- 买入 17 60.7%
- 持有 5 17.9%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
22 位分析师 · 2026-08-14
中位数
$260.00
现在
$234.85
最低
$192.00
最高
$292.00
中位数目标
$260.00
+10.7%
平均目标
$255.59
+8.8%
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
-0.06%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $0.61 | $0.64 | -0.03% |
| 2026年3月31日 | $1.02 | $0.77 | 0.25% |
| 2025年12月31日 | $0.14 | $0.59 | -0.45% |
| 2025年9月30日 | $0.41 | $0.53 | -0.12% |
| 2025年6月30日 | $0.45 | $0.46 | -0.01% |
| 2025年3月31日 | $0.40 | $0.41 | -0.01% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $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 | $6.49B | $4.83B | $3.95B | $3.56B | $2.77B | $2.60B | $2.69B | $2.43B | $2.08B | · | · | · | |
| SG&A Expense | $1.75B | $235M | $179M | $150M | $127M | $128M | $127M | $126M | $122M | $155M | $147M | $143M | |
| Operating Expenses | $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 | $246M | $256M | $168M | $151M | $138M | · | · | $56M | $74M | $98M | $84M | $38M | |
| Other Non-op | · | · | $-108M | $-102M | $-42M | $-70M | $-53M | $-113M | · | · | · | · | |
| Pretax Income | · | $524M | $350M | $173M | $171M | $-32M | $543M | $423M | $300M | $709M | $636M | $384M | |
| Income Tax | $-7M | $3M | $6M | $7M | $9M | $10M | $3M | $9M | $20M | $-19M | $6M | $-1M | |
| Net Income | $962M | $973M | $358M | $161M | $374M | $1.04B | $1.33B | $830M | $541M | $1.08B | $889M | $512M | |
| EPS (Basic) | $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) | $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) | 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) | 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 | · | · | · | · | · | · | $1.03B | $950M | $922M | $901M | $826M | $844M |
资产负债表 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.03B | $3.51B | $1.99B | $632M | $269M | $1.55B | $285M | $215M | $244M | $607M | $423M | $553M | |
| Goodwill | $346M | $149M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | |
| Intangibles | $909M | $666M | $515M | $461M | $503M | $323M | $436M | $384M | $377M | $436M | $469M | $359M | |
| Total Assets | $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 | $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 | $19.20B | $15.50B | $15.74B | $14.71B | $13.91B | $2.38B | $13.42B | $12.19B | $11.04B | $11.73B | $12.12B | · | |
| Common Stock | $697M | $637M | $566M | $492M | $449M | $419M | $411M | $384M | $372M | $363M | $355M | $329M | |
| Paid-in Capital | $50.90B | $40.02B | $32.74B | $26.74B | $23.13B | $20.82B | $20.19B | $18.42B | $17.66B | $17.00B | $16.48B | · | |
| Retained Earnings | $11.03B | $10.10B | $9.15B | $8.80B | $8.66B | $8.33B | $7.35B | $6.12B | $5.32B | $4.80B | $3.73B | · | |
| Treasury Stock | $14M | $114M | $112M | $111M | $108M | $104M | $79M | $68M | $65M | $55M | $44M | $35M | |
| AOCI | $-288M | $-360M | $-163M | $-120M | $-121M | $-149M | $-112M | $-130M | $-111M | $-170M | $-88M | $-77M | |
| Stockholders' Equity | $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 | $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 | 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 |
现金流 13
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2.08B | $1.63B | $1.40B | $1.31B | $1.04B | $1.04B | $1.03B | $950M | $922M | $901M | $826M | $844M | |
| Stock-based Comp | $1.56B | $76M | $37M | $26M | $18M | $28M | $25M | $28M | $19M | $29M | $31M | $32M | |
| Deferred Tax | $-50M | $-7M | $-2M | $-11M | $-1M | $-1M | $-10M | $-7M | $12M | $-34M | $-4M | $-4M | |
| Other Non-cash | · | · | · | · | · | · | $-837M | $-217M | $-60M | $-349M | $-368M | $-246M | |
| Operating Cash Flow | $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 | $-10.51B | $-5.51B | $-5.71B | $-3.70B | $-4.52B | $2.35B | $-2.05B | $-2.39B | $155M | $-183M | $-3.50B | $-2.13B | |
| Stock Issued | · | · | · | · | $2.35B | $595M | $1.06B | $790M | $622M | $534M | $1.76B | $2.34B | |
| Stock Repurchased | · | · | · | $0 | $0 | $8M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | · | · | $0 | $2.35B | $588M | $1.06B | $790M | $622M | $534M | $1.76B | $2.34B | |
| Dividends Paid | $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 | $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 | $1.50B | $1.64B | $1.35B | $376M | $-1.67B | $1.64B | $70M | $7M | $-298M | $185M | $-131M | $315M | |
| Taxes Paid | $23M | $8M | $8M | $3M | $-5M | $14M | $14M | $2M | $10M | · | · | · |
盈利能力 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 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 | · | 6.6% | 5.3% | 2.9% | 3.6% | -0.69% | 10.6% | 9.0% | 6.9% | 16.6% | 16.5% | 11.5% | |
| EBITDA Margin | · | · | · | · | · | · | 20.1% | 20.2% | 21.3% | 21.1% | 21.4% | 25.2% | |
| ROA | 1.6% | 2.1% | 0.87% | 0.44% | 1.1% | 3.1% | 4.2% | 2.9% | 1.9% | 3.7% | 3.3% | · | |
| ROE | 2.6% | 3.4% | 1.6% | 0.85% | 2.2% | 6.6% | 8.8% | 5.7% | 3.7% | 7.4% | 6.4% | · |
效率 1
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | · |
增长率 10
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 35.6% | 20.4% | 13.3% | 23.6% | 3.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 22.7% | 19.0% | 13.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 18.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -11.5% | 137.9% | 120.0% | -61.5% | -66.5% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 66.7% | 26.3% | -34.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -1.1% | 171.6% | 123.0% | -57.1% | -63.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 81.6% | 37.5% | -29.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 10.9% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 12
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $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 | $962M | $973M | $358M | $161M | $374M | $1.04B | $1.33B | $830M | $541M | $1.08B | $889M | $512M | |
| Market Cap | $129.28B | $80.07B | $50.88B | $32.15B | $38.36B | $26.97B | $33.55B | $26.63B | $23.71B | $24.27B | $24.14B | · | |
| P/E | 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 | 11.9 | 10.0 | 7.7 | 5.5 | 8.1 | 5.9 | 6.6 | 5.7 | 5.5 | 5.7 | 6.3 | · | |
| P/B | 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 | 3.2 | 2.6 | 2.0 | 1.6 | 2.2 | 1.7 | · | · | · | · | · | · | |
| P / Cash Flow | 44.9 | 35.5 | 31.8 | 24.2 | 30.1 | 19.8 | 21.8 | 16.8 | 16.5 | 14.9 | 17.6 | · | |
| Dividend Yield | 1.5% | 1.9% | 2.5% | 3.5% | 2.7% | 4.2% | 4.2% | 4.9% | 5.4% | 5.1% | 4.7% | · | |
| Earnings Yield | 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 | 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 | $1.88B | $1.55B | $1.26B | $1.13B | $1.04B | $1.12B | $1.40B | $1.30B | $1.28B | $1.23B | $1.14B | $970M |
损益表 14
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.54B | $3.35B | $3.18B | $2.69B | $2.55B | $2.42B | $2.25B | $2.06B | $1.82B | $1.86B | $1.75B | $1.66B | $1.67B | $1.56B | $1.52B | $1.47B | |
| Cost of Revenue | $2.15B | $2.06B | $1.93B | $1.58B | $1.51B | $1.46B | $1.41B | $1.21B | $1.11B | $1.10B | $1.04B | $995M | $959M | $958M | $939M | $912M | |
| SG&A Expense | $67M | $67M | $1.56B | $63M | $64M | $64M | $49M | $78M | $56M | $53M | $44M | $46M | $44M | $44M | $41M | $35M | |
| Operating Expenses | $3.22B | $3.01B | $4.45B | $2.39B | $2.25B | $2.22B | $2.14B | $1.87B | $1.73B | $1.72B | $1.66B | $1.59B | $1.51B | $1.52B | $1.51B | $1.47B | |
| Interest Income | $77M | $71M | $54M | $67M | $62M | $62M | $71M | $69M | $63M | $53M | $51M | $42M | $39M | $36M | · | · | |
| Other Non-op | · | · | · | · | · | · | · | $-20M | $-49M | $-14M | · | $-38M | $-11M | $-23M | · | $-15M | |
| Pretax Income | $320M | $345M | · | $293M | $298M | $199M | · | $184M | $90M | $141M | · | $72M | $152M | $38M | $7M | $6M | |
| Income Tax | $-62M | $12M | $-5M | $2M | $1M | $-6M | $114.0K | $-5M | $1M | $6M | $-5M | $5M | $4M | $3M | $-4M | $3M | |
| Net Income | $463M | $752M | $118M | $282M | $305M | $257M | $124M | $457M | $261M | $132M | $88M | $135M | $106M | $29M | $2M | $-3M | |
| EPS (Basic) | $0.63 | $1.04 | $0.13 | $0.42 | $0.46 | $0.40 | $0.20 | $0.74 | $0.42 | $0.22 | $0.16 | $0.24 | $0.21 | $0.05 | $-0.02 | $-0.01 | |
| EPS (Diluted) | $0.61 | $1.02 | $0.13 | $0.41 | $0.45 | $0.40 | $0.20 | $0.73 | $0.42 | $0.22 | $0.17 | $0.24 | $0.20 | $0.05 | $-0.03 | $-0.01 | |
| Shares (Basic) | 709,732,000 | 699,837,000 | -1,306,754,000 | 672,407,000 | 656,593,000 | 643,393,000 | -1,182,909,000 | 611,290,000 | 600,545,000 | 574,049,000 | -997,303,000 | 521,848,000 | 499,023,000 | 492,061,000 | -902,887,000 | 463,366,000 | |
| Shares (Diluted) | 737,956,000 | 726,255,000 | -1,327,813,000 | 685,399,000 | 668,140,000 | 653,795,000 | -1,191,649,000 | 618,306,000 | 604,563,000 | 577,530,000 | -1,002,901,000 | 525,138,000 | 501,970,000 | 494,494,000 | -905,092,000 | 463,366,000 | |
| EBITDA | $738M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
资产负债表 14
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.97B | $4.70B | $5.03B | $6.81B | $4.41B | $3.50B | $3.51B | $3.56B | $2.78B | $2.39B | · | $2.58B | $2.20B | $572M | · | $343M | |
| Goodwill | $349M | $343M | $346M | $206M | $208M | $200M | $149M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | |
| Intangibles | $878M | $784M | $909M | $384M | $655M | $693M | $666M | $484M | $449M | $477M | · | $386M | $397M | $447M | · | $504M | |
| Total Assets | $69.88B | $67.22B | $67.30B | $59.50B | $55.83B | $53.29B | $51.04B | $48.95B | $45.53B | $44.55B | · | $41.65B | $40.06B | $38.49B | · | $37.41B | |
| Total Liabilities | $22.21B | $22.29B | $24.10B | $20.19B | $19.29B | $18.71B | $18.47B | $17.89B | $15.85B | $16.01B | · | $17.84B | $17.87B | $16.90B | · | $16.96B | |
| Long-term Debt | $17.73B | $17.93B | $19.20B | $16.85B | $15.97B | $15.72B | · | $15.76B | $13.94B | $14.21B | · | $15.83B | $15.99B | $15.12B | · | $14.60B | |
| Common Stock | $719M | $705M | $697M | $684M | $665M | $652M | $637M | $620M | $610M | $593M | · | $534M | $510M | $498M | · | $474M | |
| Paid-in Capital | $55.18B | $52.41B | $50.90B | $47.05B | $43.95B | $42.03B | $40.02B | $37.95B | $36.69B | $35.11B | · | $30.06B | $28.09B | $27.16B | · | $25.29B | |
| Retained Earnings | $12.21B | $11.76B | $11.03B | $10.94B | $10.66B | $10.35B | $10.10B | $9.98B | $9.53B | $9.27B | · | $9.06B | $8.93B | $8.83B | · | $8.81B | |
| Treasury Stock | $26M | $23M | $14M | $14M | $14M | $20M | $114M | $115M | $115M | $115M | · | $112M | $112M | $113M | · | $112M | |
| AOCI | $-422M | $-342M | $-288M | $-217M | $-166M | $-310M | $-360M | $-195M | $-246M | $-181M | · | $-149M | $-96M | $-112M | · | $-75M | |
| Stockholders' Equity | $46.41B | $43.79B | $42.13B | $38.76B | $35.90B | $33.96B | $31.96B | $30.33B | $28.98B | $27.55B | · | $22.95B | $21.20B | $20.45B | · | $19.17B | |
| Liabilities + Equity | $69.88B | $67.22B | $67.30B | $59.50B | $55.83B | $53.29B | $51.04B | $48.95B | $45.53B | $44.55B | · | $41.65B | $40.06B | $38.49B | · | $37.41B | |
| Shares Outstanding | 718,902,041 | 704,686,814 | 696,507,255 | 684,108,350 | 665,119,829 | 651,889,055 | 635,289,329 | 618,395,510 | 608,150,705 | 590,934,192 | · | 532,268,482 | 508,159,453 | 496,294,516 | · | 472,516,526 |
现金流 10
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $738M | $623M | $594M | $510M | $495M | $486M | $480M | $404M | $382M | $366M | $381M | $339M | $342M | $339M | $342M | $354M | |
| Stock-based Comp | $17M | $19M | $1.51B | $16M | $15M | $18M | $14M | $40M | $10M | $12M | $8M | $9M | $11M | $9M | $7M | $6M | |
| Operating Cash Flow | $1.00B | $670M | $654M | $858M | $770M | $599M | $559M | $685M | $605M | $407M | $371M | $439M | $416M | $376M | $253M | $356M | |
| Investing Cash Flow | $-5.27B | $-807M | $-5.46B | $-1.63B | $-1.40B | $-2.03B | $-2.21B | $-1.45B | $-1.28B | $-581M | $-3.14B | $-1.24B | $-393M | $-933M | $-419M | $-1.20B | |
| Stock Issued | $2.91B | $1.54B | · | $2.87B | $1.98B | $1.99B | · | $1.24B | $1.60B | $2.42B | · | $1.93B | $923M | $411M | · | $827M | |
| Net Stock Activity | · | $1.54B | · | · | · | $1.99B | · | · | · | · | · | · | · | $411M | · | · | |
| Dividends Paid | $524M | $520M | $510M | $497M | $439M | $432M | $418M | $409M | $366M | $352M | $338M | $319M | $303M | $300M | $298M | $283M | |
| Financing Cash Flow | $1.53B | $-200M | $3.03B | $3.24B | $1.42B | $1.31B | $1.59B | $1.68B | $1.06B | $579M | $2.14B | $1.21B | $1.63B | $470M | $457M | $831M | |
| Net Change in Cash | $-2.72B | $-390M | $-1.73B | $2.42B | $913M | $-101M | $-73M | $921M | $385M | $402M | $-611M | $388M | $1.66B | $-83M | $297M | $-17M | |
| Taxes Paid | $16M | $20M | $429.0K | $3M | $8M | $11M | $32.0K | $-742.0K | $6M | $3M | $4M | $3M | $832.0K | $325.0K | $-3M | $1M |
盈利能力 5
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 13.1% | 22.4% | · | 10.5% | 11.9% | 10.6% | · | 22.2% | 14.3% | 7.1% | · | 8.1% | 6.4% | 1.8% | · | -0.18% | |
| Pretax Margin | 9.0% | 10.3% | · | 10.9% | 11.7% | 8.2% | · | 8.9% | 5.0% | 7.6% | · | 4.3% | 9.2% | 2.4% | · | 0.42% | |
| EBITDA Margin | 20.8% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| ROA | 0.74% | 1.2% | · | 0.52% | 0.60% | 0.53% | · | 1.0% | 0.61% | 0.32% | · | 0.34% | 0.28% | 0.08% | · | -0.01% | |
| ROE | 1.1% | 1.9% | · | 0.82% | 0.94% | 0.84% | · | 1.7% | 1.0% | 0.55% | · | 0.64% | 0.53% | 0.15% | · | -0.01% |
效率 1
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.0 | 0.1 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
估值 (TTM) 10
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $12.13B | $11.01B | · | $9.71B | $8.85B | $8.16B | · | $7.40B | $7.01B | $6.75B | · | $6.36B | $6.17B | $5.90B | · | $5.58B | |
| Net Income TTM | $1.80B | $1.60B | · | $1.30B | $1.28B | $1.11B | · | $984M | $633M | $401M | · | $267M | $228M | $187M | · | $349M | |
| Market Cap | $163.17B | $139.32B | · | $121.87B | $102.25B | $99.88B | · | $79.17B | $63.40B | $55.22B | · | $43.60B | $41.11B | $35.58B | · | $30.39B | |
| P/E | 91.2 | 86.7 | · | 89.5 | 76.9 | 86.6 | · | 79.5 | 96.5 | 131.6 | · | 170.7 | 183.8 | 188.7 | · | 85.8 | |
| P/S | 13.5 | 12.7 | · | 12.5 | 11.6 | 12.2 | · | 10.7 | 9.0 | 8.2 | · | 6.9 | 6.7 | 6.0 | · | 5.4 | |
| P/B | 3.5 | 3.2 | · | 3.1 | 2.8 | 2.9 | · | 2.6 | 2.2 | 2.0 | · | 1.9 | 1.9 | 1.7 | · | 1.6 | |
| P / Tangible Book | 3.6 | 3.3 | · | 3.2 | 2.9 | 3.0 | · | 2.7 | 2.2 | 2.0 | · | 1.9 | 2.0 | 1.8 | · | 1.6 | |
| P / Cash Flow | · | 207.9 | · | · | · | 166.7 | · | · | · | 135.7 | · | · | · | 94.6 | · | · | |
| Earnings Yield | 1.1% | 1.1% | · | 1.1% | 1.3% | 1.2% | · | 1.3% | 1.0% | 0.76% | · | 0.59% | 0.54% | 0.53% | · | 1.2% | |
| Payout Ratio | · | 69.2% | · | · | · | 168.1% | · | · | · | 267.6% | · | · | · | 1048.3% | · | · |
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $10.84B | $7.99B | $6.64B | $5.86B | $4.74B |
| 净收入 | $962M | $973M | $358M | $161M | $374M |
| 稀释后每股收益 (EPS) | $1.39 | $1.57 | $0.66 | $0.30 | $0.78 |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 1713 家申报者 · $110.7B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 202 (-1 与上一季度对比) | 78 (-23 与上一季度对比) | 658 (+37 与上一季度对比) | 457 (+4 与上一季度对比) | +135.0M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $15813805137 | 85199101 | 14.29% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $10467623529 | 46118974 | 9.46% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9861748449 | 43449568 | 8.91% | 股份 |
| STATE STREET CORP | $9564245706 | 42138810 | 8.64% | 股份 |
| Capital International Investors | $8965880965 | 39500055 | 8.10% | 股份 |
| Capital World Investors | $4545947796 | 20028842 | 4.11% | 股份 |
| NORGES BANK | $4118820958 | 18146984 | 3.72% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $3456414703 | 15303632 | 3.12% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $2934540297 | 12929199 | 2.65% | 股份 |
| FMR LLC | $2835227610 | 12491641 | 2.56% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $2183392841 | 9619742 | 1.97% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $1773709541 | 7814730 | 1.60% | 股份 |
| Capital Research Global Investors | $1563681433 | 6889084 | 1.41% | 股份 |
| PeakShares LLC | $1363409000 | 6007 | 1.23% | 股份 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $1225291871 | 5398475 | 1.11% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $899718386 | 3964041 | 0.81% | 股份 |
| Resolution Capital Ltd | $766627263 | 3377659 | 0.69% | 股份 |
| WCM INVESTMENT MANAGEMENT, LLC | $762167447 | 3346803 | 0.69% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $715128678 | 3150763 | 0.65% | 股份 |
| AMERIPRISE FINANCIAL INC | $624831836 | 2752616 | 0.56% | 股份 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $617322539 | 2719842 | 0.56% | 股份 |
| BANK OF AMERICA CORP /DE/ | $608524954 | 2681081 | 0.55% | 股份 |
| GOLDMAN SACHS GROUP INC | $604159065 | 2661845 | 0.55% | 股份 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $529838768 | 2334400 | 0.48% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $528399551 | 2328059 | 0.48% | 股份 |
| JANE STREET GROUP, LLC | $520124452 | 2291600 | 0.47% | 买入期权 |
| National Pension Service | $457359757 | 2015067 | 0.41% | 股份 |
| Swiss National Bank | $450989390 | 1987000 | 0.41% | 股份 |
| Legal & General Group Plc | $399158296 | 1758639 | 0.36% | 股份 |
| APG Asset Management US Inc. | $389571945 | 1692393 | 0.35% | 股份 |
| BlackRock, Inc. | $388787808 | 1712948 | 0.35% | 股份 |
| California Public Employees Retirement System | $352253808 | 1551984 | 0.32% | 股份 |
| Vanguard Global Advisers, LLC | $345654429 | 1522908 | 0.31% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $341700018 | 1728289 | 0.31% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $331045732 | 1458544 | 0.30% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $311333841 | 1371696 | 0.28% | 股份 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $305436253 | 1345712 | 0.28% | 股份 |
| RHUMBLINE ADVISERS | $289883464 | 1277189 | 0.26% | 股份 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $287235074 | 1265520 | 0.26% | 股份 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $283215297 | 1249469 | 0.26% | 股份 |
| BAMCO INC /NY/ | $279640658 | 1232060 | 0.25% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $258145010 | 1137353 | 0.23% | 股份 |
| Asset Management One Co., Ltd. | $257014696 | 1299958 | 0.23% | 股份 |
| Zimmer Partners, LP | $255097257 | 1123925 | 0.23% | 股份 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $244143685 | 1075665 | 0.22% | 股份 |
| NORDEA INVESTMENT MANAGEMENT AB | $238130995 | 1042240 | 0.22% | 股份 |
| Castle Hook Partners LP | $228729925 | 1007754 | 0.21% | 股份 |
| Adelante Capital Management LLC | $220721194 | 972469 | 0.20% | 股份 |
| Holocene Advisors, LP | $217461546 | 958107 | 0.20% | 股份 |
| Pictet Asset Management Holding SA | $214587652 | 945445 | 0.19% | 股份 |
| Capital International, Inc./CA/ | $214302804 | 944190 | 0.19% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $207986386 | 916367 | 0.19% | 股份 |
| Heitman Real Estate Securities LLC | $207841195 | 915721 | 0.19% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $204693710 | 1035323 | 0.18% | 股份 |
| TD Asset Management Inc | $203771169 | 897789 | 0.18% | 股份 |
| Korea Investment CORP | $203171969 | 895149 | 0.18% | 股份 |
| JANE STREET GROUP, LLC | $194944533 | 858900 | 0.18% | 卖出期权 |
| Nuveen, LLC | $193711632 | 853468 | 0.18% | 股份 |
| STRS OHIO | $191407206 | 843315 | 0.17% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $189541000 | 835093 | 0.17% | 股份 |
| Vanguard Investments Australia, Ltd. | $188023764 | 828408 | 0.17% | 股份 |
| STOREBRAND ASSET MANAGEMENT AS | $179528958 | 790981 | 0.16% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $178148072 | 784897 | 0.16% | 股份 |
| GOLDMAN SACHS GROUP INC | $175742871 | 774300 | 0.16% | 卖出期权 |
| D. E. Shaw & Co., Inc. | $170250878 | 750103 | 0.15% | 股份 |
| AEW CAPITAL MANAGEMENT L P | $169055654 | 744837 | 0.15% | 股份 |
| CONGRESS ASSET MANAGEMENT CO | $163781677 | 721601 | 0.15% | 股份 |
| BARCLAYS PLC | $162578837 | 716301 | 0.15% | 股份 |
| Allianz Asset Management GmbH | $160062649 | 705215 | 0.14% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $144636090 | 637248 | 0.13% | 股份 |
| 1832 Asset Management L.P. | $141032803 | 621372 | 0.13% | 股份 |
| AVIVA PLC | $139838260 | 616109 | 0.13% | 股份 |
| MACQUARIE GROUP LTD | $139741117 | 615681 | 0.13% | 股份 |
| CI INVESTMENTS INC. | $138369083 | 609636 | 0.13% | 股份 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $133822874 | 589606 | 0.12% | 股份 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $133268840 | 587165 | 0.12% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $132122717 | 582115 | 0.12% | 股份 |
| Daiwa Securities Group Inc. | $128310680 | 565320 | 0.12% | 股份 |
| CITADEL ADVISORS LLC | $126913453 | 559164 | 0.11% | 股份 |
| JONES FINANCIAL COMPANIES LLLP | $125633729 | 552649 | 0.11% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $124726597 | 549529 | 0.11% | 股份 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $124318959 | 547733 | 0.11% | 股份 |
| Retirement Systems of Alabama | $121977083 | 537415 | 0.11% | 股份 |
| State of New Jersey Common Pension Fund D | $117818538 | 519093 | 0.11% | 股份 |
| PRUDENTIAL FINANCIAL INC | $115854567 | 510440 | 0.10% | 股份 |
| FRED ALGER MANAGEMENT, LLC | $110084989 | 485020 | 0.10% | 股份 |
| LPL Financial LLC | $109056922 | 480491 | 0.10% | 股份 |
| APG Asset Management N.V. | $107676251 | 542390 | 0.10% | 股份 |
| Nuveen Asset Management, LLC | $106156849 | 842314 | 0.10% | 股份 |
| TCW GROUP INC | $103259094 | 454946 | 0.09% | 股份 |
| FIRST TRUST ADVISORS LP | $102853898 | 453161 | 0.09% | 股份 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $101753375 | 448312 | 0.09% | 股份 |
| Resona Asset Management Co.,Ltd. | $99661898 | 437988 | 0.09% | 股份 |
| Balyasny Asset Management L.P. | $94060907 | 414420 | 0.09% | 股份 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $92771661 | 469231 | 0.08% | 股份 |
| Zurich Insurance Group Ltd/FI | $92544067 | 407737 | 0.08% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $91672729 | 403898 | 0.08% | 股份 |
| Mitsubishi UFJ Trust & Banking Corp | $91363596 | 402536 | 0.08% | 股份 |
| PRIMECAP MANAGEMENT CO/CA/ | $87498979 | 385509 | 0.08% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $85327102 | 375940 | 0.08% | 股份 |
公司内部人士 46 位内幕人士 · 21 位高管 · 27 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Shankh Mitra | CEO | 2026年6月26日 G | 72642 | 0 | 0 | $0 |
| Thomas J Derosa | Chairman & CEO | 2020年2月14日 M | 343558 | 0 | 0 | $0 |
| George L Chapman | Chairman, CEO and President | 2014年2月6日 F | 275980 | 0 | 0 | $0 |
| Timothy Mchugh | Co-President and CFO | 2026年2月13日 A | 23398 | 0 | 0 | $0 |
| John Goodey | Chief Financial Officer | 2019年3月13日 S | 48094 | 0 | 0 | $0 |
| Scott A Estes | EVP and CFO | 2017年4月13日 A | 117607 | 0 | 0 | $0 |
| Nikhil Chaudhri | Co-President and CIO | 2026年2月13日 A | 449 | 0 | 0 | $0 |
| Raymond W Braun | President | 2009年1月15日 F | 106907 | 0 | 0 | $0 |
| John F. Burkart | Vice Chairman and COO | 2026年2月13日 A | 1644 | 0 | 0 | $0 |
| Jeffrey H Miller | EVP-COO | 2017年1月31日 M | 120302 | 0 | 0 | $0 |
| Joshua Fieweger | SVP, Chief Accounting Officer | 2026年2月13日 A | 21269 | 0 | 0 | $0 |
| Matthew Grant Mcqueen | Chief Legal Officer | 2026年2月13日 A | 26881 | 0 | 0 | $0 |
| Ayesha Menon | EVP - Wellness Housing & Deve | 2023年2月23日 A | 8763 | 0 | 0 | $0 |
| Mercedes Kerr | EVP-Business Development | 2019年2月28日 S | 44478 | 0 | 0 | $0 |
| Scott M Brinker | EVP - Chief Investment Officer | 2016年12月31日 F | 102550 | 0 | 0 | $0 |
| Erin C Ibele | EVP-Head Human Cap.&Corp.Secy. | 2016年6月17日 S | 63256 | 0 | 0 | $0 |
| Charles J Herman JR | EVP/Pres, Srs. Hous/Post Acute | 2015年6月10日 S | 41883 | 0 | 0 | $0 |
| Michael A Crabtree | Sr. Vice President & Treasurer | 2015年3月5日 S | 45039 | 0 | 0 | $0 |
| Daniel R Loftus | Senior Vice President | 2012年11月1日 M | 35341 | 0 | 0 | $0 |
| John T Thomas | EVP- Medical Facilities | 2012年7月25日 D | 15136 | 0 | 0 | $0 |
| Frederick L Farrar | Executive Vice President | 2009年10月15日 S | 51754 | 0 | 0 | $0 |
| Dennis G Lopez | 董事 | 2026年5月21日 A | 18525 | 0 | 0 | $0 |
| Kenneth J Bacon | 董事 | 2026年5月1日 C | 14306 | 0 | 0 | $0 |
| Andrew Gundlach | 董事 | 2026年2月26日 A | 20000 | 0 | 0 | $0 |
| Ade J. Patton | 董事 | 2026年2月26日 A | 8241 | 0 | 0 | $0 |
| Johnese Spisso | 董事 | 2026年2月26日 A | 16057 | 0 | 0 | $0 |
| Karen B Desalvo | 董事 | 2026年2月26日 A | 12370 | 0 | 0 | $0 |
| Sergio Rivera | 董事 | 2026年2月26日 A | 26611 | 0 | 0 | $0 |
| Kathryn M Sullivan | 董事 | 2026年2月26日 A | 6599 | 0 | 0 | $0 |
| Diana Reid | 董事 | 2024年3月1日 A | 10773 | 0 | 0 | $0 |
| Philip L Hawkins | 董事 | 2024年3月1日 A | 4462 | 0 | 0 | $0 |
| Jeffrey H Donahue | 董事 | 2022年3月3日 A | 49123 | 0 | 0 | $0 |
| Sharon M Oster | 董事 | 2021年2月12日 A | 43469 | 0 | 0 | $0 |
| Scott R Trumbull | 董事 | 2020年2月18日 J | 39486 | 0 | 0 | $0 |
| Gary Whitelaw | 董事 | 2019年2月7日 A | 10040 | 0 | 0 | $0 |
| Timothy J Naughton | 董事 | 2019年2月7日 A | 19161 | 0 | 0 | $0 |
| Geoffrey G Meyers | 董事 | 2019年2月7日 A | 10109 | 0 | 0 | $0 |
| Judith C Pelham | 董事 | 2019年2月7日 A | 13588 | 0 | 0 | $0 |
| Fred S Klipsch | 董事 | 2018年2月9日 M | 4703 | 0 | 0 | $0 |
| Peter J Grua | 董事 | 2015年3月10日 G | 21879 | 0 | 0 | $0 |
| BALLARD WILLIAM C JR | 董事 | 2015年2月5日 A | 23290 | 0 | 0 | $0 |
| Jeffrey Otten | 董事 | 2014年2月6日 A | 7212 | 0 | 0 | $0 |
| Pier C Borra | 董事 | 2012年1月26日 A | 69369 | 0 | 0 | $0 |
| Daniel A Decker | 董事 | 2012年1月26日 A | — | 0 | 0 | $0 |
| Paul D Nungester Jr | — | 2018年2月15日 A | 29989 | 0 | 0 | $0 |
| Bruce G Thompson | — | 2005年8月24日 M | 5507 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 217 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| REZ · iShares Trust | 24.29% | 889005 SH | 2026年8月8日 | 每日 |
| RITA · ETF Series Solutions | 14.10% | 5761 NS | 2026年4月30日 | N-PORT |
| JRE · Janus Detroit Street Trust | 12.84% | 2370 NS | 2026年4月30日 | N-PORT |
| SPRE · Tidal Trust I | 11.69% | 115789 NS | 2026年5月31日 | N-PORT |
| IYR · iShares Trust | 11.04% | 2119672 SH | 2026年8月8日 | 每日 |
| JPRE · J.P. Morgan Exchange-Traded Fund ... | 11.04% | 254728 NS | 2026年5月31日 | N-PORT |
| BBRE · J.P. Morgan Exchange-Traded Fund ... | 10.25% | 613570 NS | 2026年5月31日 | N-PORT |
| SCHH · SCHWAB STRATEGIC TRUST | 9.62% | 4675344 NS | 2026年5月31日 | N-PORT |
| USRT · iShares Trust | 9.20% | 1801458 SH | 2026年8月8日 | 每日 |
| REET · iShares Trust | 8.99% | 1936999 SH | 2026年8月8日 | 每日 |
| REIT · ALPS ETF Trust | 8.88% | 22666 NS | 2026年5月31日 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 8.72% | 5978 NS | 2026年4月30日 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 8.60% | 571110 NS | 2026年4月30日 | N-PORT |
| ICF · iShares Trust | 8.57% | 763388 SH | 2026年8月8日 | 每日 |
| VNQ · VANGUARD SPECIALIZED FUNDS | 8.41% | 26553698 SH | 2026年8月8日 | 每日 |
| PSR · Invesco Actively Managed Exchange... | 8.33% | 21088 | 2026年8月8日 | 每日 |
| DFGR · Dimensional ETF Trust | 7.80% | 1260273 NS | 2026年4月30日 | N-PORT |
| DFAR · Dimensional ETF Trust | 7.50% | 581201 NS | 2026年4月30日 | N-PORT |
| ERET · iShares Trust | 7.02% | 4180 SH | 2026年8月8日 | 每日 |
| DRN · Direxion Shares ETF Trust | 6.89% | 14864 NS | 2026年4月30日 | N-PORT |
| URE · ProShares Trust | 6.87% | 18733 NS | 2026年5月31日 | N-PORT |
| RNTY · Tidal Trust II | 6.78% | 1589 NS | 2026年4月30日 | N-PORT |
| AVRE · AMERICAN CENTURY ETF TRUST | 6.68% | 264486 NS | 2026年5月31日 | N-PORT |
| IQRA · New York Life Investments Active ... | 6.55% | 2082 NS | 2026年4月30日 | N-PORT |
| VGSR · Manager Directed Portfolios | 4.84% | 112353 NS | 2026年3月31日 | N-PORT |
| HAUS · Tidal Trust I | 4.82% | 1907 NS | 2026年4月30日 | N-PORT |
| BWTG · ETF Opportunities Trust | 4.10% | 4112 NS | 2026年5月31日 | N-PORT |
| GQRE · FlexShares Trust | 4.09% | 72114 NS | 2026年4月30日 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 3.64% | 15384 | 2026年8月8日 | 每日 |
| AGNG · Global X Funds | 3.07% | 12218 NS | 2026年5月31日 | N-PORT |
| PPTY · ETF Series Solutions | 2.85% | 3423 NS | 2026年5月31日 | N-PORT |
| CAML · Professionally Managed Portfolios | 2.57% | 44443 NS | 2026年4月30日 | N-PORT |
| CAPE · DoubleLine ETF Trust | 2.43% | 32062 NS | 2026年3月31日 | N-PORT |
| BDIV · ETF Series Solutions | 2.05% | 592 NS | 2026年4月30日 | N-PORT |
| CGDG · Capital Group Dividend Growers ETF | 1.99% | 490662 NS | 2026年5月31日 | N-PORT |
| NUDV · Nushares ETF Trust | 1.93% | 4011 NS | 2026年4月30日 | N-PORT |
| AMOM · Exchange Listed Funds Trust | 1.87% | 2625 NS | 2026年4月30日 | N-PORT |
| HOMZ · ETF Series Solutions | 1.64% | 2720 NS | 2026年5月31日 | N-PORT |
| USMV · iShares Trust | 1.56% | 1598921 SH | 2026年8月8日 | 每日 |
| ESMV · iShares Trust | 1.55% | 516 SH | 2026年8月8日 | 每日 |
| UPSD · ETF Series Solutions | 1.49% | 6944 NS | 2026年4月30日 | N-PORT |
| YOKE · EA Series Trust | 1.43% | 14777 NS | 2026年4月30日 | N-PORT |
| BLDG · Cambria ETF Trust | 1.38% | 3252 NS | 2026年4月30日 | N-PORT |
| NULC · Nushares ETF Trust | 1.38% | 3612 NS | 2026年4月30日 | N-PORT |
| FMAG · FIDELITY COVINGTON TRUST | 1.26% | 14717 NS | 2026年4月30日 | N-PORT |
| NULG · Nushares ETF Trust | 1.16% | 138706 NS | 2026年4月30日 | N-PORT |
| SNPG · DBX ETF Trust | 1.15% | 750 NS | 2026年5月29日 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 1.10% | 93865 | 2026年8月8日 | 每日 |
| RFFC · ALPS ETF Trust | 1.09% | 1575 NS | 2026年5月31日 | N-PORT |
| ACLC · AMERICAN CENTURY ETF TRUST | 1.05% | 15742 NS | 2026年5月31日 | N-PORT |