Holders over time
- AMH
- WELL
| Quarter | AMH | WELL |
|---|---|---|
| Q3 2020 | 8 holders, $583m | 8 holders, $1.3bn |
| Q4 2020 | 6 holders, $137m | 8 holders, $2.3bn |
| Q1 2021 | 6 holders, $222m | 6 holders, $2.8bn |
| Q2 2021 | 6 holders, $304m | 7 holders, $3.8bn |
| Q3 2021 | 9 holders, $448m | 8 holders, $4.0bn |
| Q4 2021 | 15 holders, $670m | 11 holders, $3.9bn |
| Q1 2022 | 9 holders, $459m | 12 holders, $5.3bn |
| Q2 2022 | 6 holders, $470m | 15 holders, $5.0bn |
| Q3 2022 | 8 holders, $404m | 14 holders, $4.0bn |
| Q4 2022 | 7 holders, $331m | 12 holders, $3.6bn |
| Q1 2023 | 7 holders, $472m | 9 holders, $4.1bn |
| Q2 2023 | 10 holders, $599m | 8 holders, $4.7bn |
| Q3 2023 | 11 holders, $720m | 9 holders, $5.0bn |
| Q4 2023 | 17 holders, $907m | 12 holders, $4.3bn |
| Q1 2024 | 9 holders, $549m | 15 holders, $4.6bn |
| Q2 2024 | 7 holders, $515m | 16 holders, $5.0bn |
| Q3 2024 | 9 holders, $631m | 18 holders, $7.1bn |
| Q4 2024 | 8 holders, $768m | 16 holders, $7.0bn |
| Q1 2025 | 7 holders, $613m | 21 holders, $9.6bn |
| Q2 2025 | 9 holders, $588m | 25 holders, $10.4bn |
| Q3 2025 | 10 holders, $512m | 22 holders, $13.2bn |
| Q4 2025 | 10 holders, $634m | 19 holders, $14.8bn |
| Q1 2026 | 13 holders, $458m | 22 holders, $18.2bn |
| Q2 2026 | 8 holders, $744m | 21 holders, $21.3bn |
American Homes 4 Rent
- Holders
- 17
- Reported value
- $907m
- Buyers
- 13
- Sellers
- 3
Breadth +10 among 93 comparable managers.
Welltower Inc
- Holders
- 12
- Reported value
- $4.3bn
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 93 comparable managers.
Who holds both, Q4 2023
Both (5)
Bridgewater Associates LP, Janus Henderson Group Ltd, Quantbot Technologies LP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only AMH (12)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Man Group PLC, MFS Investment Management, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.