13F

Stock

Welltower Inc.

WELL · held by 7 managers

Reported value

$158.6M

Holders

7

+1 new · −0 exited

Holders’ est. mark

$4.26M

Price effect on 4 books still in the name

Largest holder

$119.3M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.28M$119.3M$4.18MCut−$73.1M
DANSKE BANK A/S278.4K$26MHeld
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main103.6K$9.68MNew
Swiss Life Asset Management Ltd23.6K$2.2M$74.8KCut−$5.9M
Danica Pension, Livsforsikringsaktieselskab11.5K$1.07MHeld
Emergent Wealth Advisors, LLC3.25K$303.8K$10.6KCut−$161.7K
BROADWATER CAPITAL MANAGEMENT LLC200$18.7K$654Added$654

Positions as of Q1 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.