13F

Stock

Welltower Inc.

WELL · held by 9 managers

Reported value

$403.8M

Holders

9

+1 new · −0 exited

Holders’ est. mark

$18M

Price effect on 7 books still in the name

Largest holder

$235.1M

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2.26M$235.1M$1.12MAdded$225.5M
BARCLAYS PLC1.3M$135.9M$13.8MAdded$16.6M
DANSKE BANK A/S249.5K$26M$2.7MCut−$3.21K
Swiss Life Asset Management Ltd34.4K$3.59M$254.8KAdded$1.38M
Danica Pension, Livsforsikringsaktieselskab22.8K$2.38M$123.8KAdded$1.31M
Peak Planning Group, LLC3.52K$366.8KNew
Emergent Wealth Advisors, LLC3.25K$338.9K$35.1KAdded$35.1K
BROADWATER CAPITAL MANAGEMENT LLC200$20.9K$2.16KAdded$2.16K
Prestige Wealth Management Group LLC90$9.38KHeld

Positions as of Q2 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.