13F

Stock

Welltower Inc.

WELL · held by 10 managers

Reported value

$176.4M

Holders

10

+0 new · −0 exited

Holders’ est. mark

−$2.29M

Price effect on 8 books still in the name

Largest holder

$106M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC841.3K$106M−$1.68MCut−$109.6M
DANSKE BANK A/S424.5K$53.5M−$553.8KAdded$18M
Swiss Life Asset Management Ltd87.9K$11.1M−$60.9KAdded$7.21M
Danica Pension, Livsforsikringsaktieselskab32.5K$4.09M−$58.7KAdded$332K
Prestige Wealth Management Group LLC8K$1.01M−$15.2KAdded$32.7K
Peak Planning Group, LLC3.54K$445.5K$76.7KAdded$78.7K
Roehl & Yi Investment Advisors, LLC1.59K$201KHeld
BROADWATER CAPITAL MANAGEMENT LLC200$25.2K−$400Cut−$400
Clark Wealth Partners29$3.65KHeld
CHESAPEAKE ASSET MANAGEMENT LLC5$630−$10Cut−$10

Positions as of Q4 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.