Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds holding
in top 10 		Growth Growth % Return since
30 Sep ‘16
2001
8 -2 -20% 79.9%
2002
8 -2 -20% 148%
2003
8 -2 -20% 338%
UHAL icon
2004
U-Haul Holding Co
UHAL
$10.4B
8 -2 -20% 70.2%
2005
8 -2 -20% 27.6%
2006
8 -2 -20% 8.29%
2007
8 -2 -20% 216%
2008
12 -3 -20% 34.5%
2009
16 -4 -20% 2.14%
2010
16 -4 -20% 54.5%
WELL icon
2011
Welltower
WELL
$128B
24 -6 -20% 150%
2012
15 -4 -21% 148%
2013
15 -4 -21% 58.1%
2014
11 -3 -21% 324%
2015
11 -3 -21% 92.3%
2016
11 -3 -21% 20.8%
2017
22 -6 -21% 203%
2018
22 -6 -21% 527%
2019
88 -24 -21% 69.9%
2020
87 -24 -22% 12.2%
2021
50 -14 -22% 130%
2022
7 -2 -22% 28%
2023
7 -2 -22% 237%
2024
7 -2 -22% 127%
2025
7 -2 -22% 467%
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