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ARE · WELL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AREWELL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ARE
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterAREWELL
Q3 202016 holders, $2.8bn8 holders, $1.3bn
Q4 202010 holders, $2.5bn8 holders, $2.3bn
Q1 202113 holders, $2.0bn6 holders, $2.8bn
Q2 202115 holders, $2.9bn7 holders, $3.8bn
Q3 202113 holders, $3.5bn8 holders, $4.0bn
Q4 202113 holders, $3.8bn11 holders, $3.9bn
Q1 202216 holders, $2.6bn12 holders, $5.3bn
Q2 202215 holders, $1.4bn15 holders, $5.0bn
Q3 202211 holders, $1.2bn14 holders, $4.0bn
Q4 20228 holders, $910m12 holders, $3.6bn
Q1 202310 holders, $782m9 holders, $4.1bn
Q2 20239 holders, $573m8 holders, $4.7bn
Q3 20238 holders, $498m9 holders, $5.0bn
Q4 20234 holders, $690m12 holders, $4.3bn
Q1 20246 holders, $800m15 holders, $4.6bn
Q2 20248 holders, $786m16 holders, $5.0bn
Q3 20248 holders, $742m18 holders, $7.1bn
Q4 202410 holders, $505m16 holders, $7.0bn
Q1 20258 holders, $804m21 holders, $9.6bn
Q2 20258 holders, $534m25 holders, $10.4bn
Q3 20257 holders, $922m22 holders, $13.2bn
Q4 20255 holders, $295m19 holders, $14.8bn
Q1 20266 holders, $341m22 holders, $18.2bn
Q2 20266 holders, $861m21 holders, $21.3bn
ARE

Alexandria Real Estate Equities Inc

Holders
4
Reported value
$690m
Buyers
3
Sellers
3

Breadth 0 among 93 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
12
Reported value
$4.3bn
Buyers
7
Sellers
5

Breadth +2 among 93 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q4 2023

Among the 14 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ARE (2)

MFS Investment Management, Schonfeld Strategic Advisors LLC

Only WELL (10)

Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP

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.

Back to the 13F Explorer →