# WELLTOWER INC. 4.25 28 DUE 04/15/28 CORPORATE BONDS

WELLTOWER INC. 4.25 28 DUE 04/15/28 CORPORATE BONDS is a security (CUSIP 95040QAD6) tracked across SEC portfolio filings. 1 institutional managers reported $10K on Form 13F as of 2026-06-30; 7 registered fund positions totaling $3.3M via N-PORT as of 2026-05-31.

## Summary

- Issuer: WELLTOWER INC. 4.25 28 DUE 04/15/28
- Class: CORPORATE BONDS
- CUSIP: 95040QAD6
- Asset category: DBT
- 13F holders: 1
- 13F value: $10K
- 13F period: 2026-06-30
- N-PORT fund positions: 7
- N-PORT value: $3.3M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Vermillion Wealth Management, Inc.](https://search.stillhousedata.com/firm/281978) | ROSEMOUNT, MN | $10K | 10,000 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Cohen & Steers Real Assets Fund, Inc.](https://search.stillhousedata.com/fund/S000035709) | Cohen & Steers Real Assets Fund, Inc. | $1.9M | 10.46% |
| [VALUE LINE CAPITAL APPRECIATION FUND INC](https://search.stillhousedata.com/fund/S000007571) | VALUE LINE CAPITAL APPRECIATION FUND INC | $500K | 10.82% |
| [Saturna Core Fund](https://search.stillhousedata.com/fund/S000022510) | SATURNA INVESTMENT TRUST | $349K | 80.16% |
| [VALUE LINE STRATEGIC ASSET MANAGEMENT TRUST](https://search.stillhousedata.com/fund/S000007575) | VALUE LINE FUNDS VARIABLE TRUST | $234K | 9.62% |
| [AB Short Duration Income ETF](https://search.stillhousedata.com/fund/S000083865) | AB Active ETFs, Inc. | $183K | 10.50% |
| [VALUE LINE CORE BOND FUND](https://search.stillhousedata.com/fund/S000007530) | Value Line Core Bond Fund | $151K | 43.45% |
| [Six Circles Global Bond Fund](https://search.stillhousedata.com/fund/S000068181) | SIX CIRCLES TRUST | $4K | 0.00% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/95040QAD6.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.