13F

Stock

Welltower Inc.

WELL · held by 19 managers

Reported value

$379.5M

Holders

19

+1 new · −0 exited

Holders’ est. mark

$1.18M

Price effect on 13 books still in the name

Largest holder

$248.9M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.62M$248.9M$828.2KAdded$4.89M
DANSKE BANK A/S344.7K$53M$159.7KAdded$5.94M
Sanctuary Advisors, LLC185.3K$28.5M$87.6KAdded$2.65M
Swiss Life Asset Management Ltd109.4K$16.8M$56.6KAdded$140.2K
Danica Pension, Livsforsikringsaktieselskab103.6K$15.9M$34.8KAdded$5.68M
OP Asset Management Ltd67.8K$10.4M$33.7KAdded$473.1K
INDEPENDENT FINANCIAL GROUP, LLC10.2K$1.57M$5.31KCut−$421.5K
Prestige Wealth Management Group LLC8.38K$1.29M$4.31KAdded$16.6K
Savant Capital, LLC6.87K$1.06M$3.18KAdded$110.6K
Cresset Asset Management, LLC4.82K$741.3KHeld
Parsonex Advisory Services, Inc.2.22K$341.4KHeld
PEAK6 LLC2.15K$330.1KHeld
Roehl & Yi Investment Advisors, LLC1.67K$256.7K$868Added$868
ELEVATION POINT WEALTH PARTNERS, LLC965$148.3KNew
VIRTUS ADVISERS, LLC785$120.7K$408Added$408
BROADWATER CAPITAL MANAGEMENT LLC30.7K$30.7K−$30.4KAdded$104
Essential Partners LLC188$28.9KHeld
Pensionfund Sabic29.1K$4.47KHeld
Clark Wealth Partners29$4.46K$15Added$15

Positions as of Q2 2025. 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.