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BN · 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.

BNWELL
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.
  • BN
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterBNWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 2021none listed holders, n.a.7 holders, $3.8bn
Q3 2021none listed holders, n.a.8 holders, $4.0bn
Q4 2021none listed holders, n.a.11 holders, $3.9bn
Q1 2022none listed holders, n.a.12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 2022none listed holders, n.a.14 holders, $4.0bn
Q4 202212 holders, $2.8bn12 holders, $3.6bn
Q1 202310 holders, $2.3bn9 holders, $4.1bn
Q2 202311 holders, $2.5bn8 holders, $4.7bn
Q3 20238 holders, $2.2bn9 holders, $5.0bn
Q4 20239 holders, $4.5bn12 holders, $4.3bn
Q1 202411 holders, $4.6bn15 holders, $4.6bn
Q2 202411 holders, $4.9bn16 holders, $5.0bn
Q3 202413 holders, $8.1bn18 holders, $7.1bn
Q4 202413 holders, $9.2bn16 holders, $7.0bn
Q1 202513 holders, $8.9bn21 holders, $9.6bn
Q2 202513 holders, $10.9bn25 holders, $10.4bn
Q3 202515 holders, $12.5bn22 holders, $13.2bn
Q4 202515 holders, $14.2bn19 holders, $14.8bn
Q1 202614 holders, $11.1bn22 holders, $18.2bn
Q2 202615 holders, $10.7bn21 holders, $21.3bn
BN

Brookfield Corp

Holders
9
Reported value
$4.5bn
Buyers
4
Sellers
4

Breadth 0 among 93 comparable managers.

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

Only BN (6)

Akre Capital Management LLC, Baillie Gifford & Co, Capital World Investors, Markel Group Inc, MFS Investment Management, Soroban Capital Partners LP

Only WELL (9)

AllianceBernstein LP, Bridgewater Associates LP, D. E. Shaw & Co., Janus Henderson Group Ltd, Marshall Wace LLP, 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 →