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CCI · 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.

CCIWELL
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.
  • CCI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCCIWELL
Q3 202016 holders, $11.6bn8 holders, $1.3bn
Q4 202021 holders, $10.7bn8 holders, $2.3bn
Q1 202114 holders, $10.7bn6 holders, $2.8bn
Q2 202115 holders, $11.7bn7 holders, $3.8bn
Q3 202121 holders, $9.9bn8 holders, $4.0bn
Q4 202115 holders, $11.3bn11 holders, $3.9bn
Q1 202223 holders, $9.8bn12 holders, $5.3bn
Q2 202222 holders, $9.1bn15 holders, $5.0bn
Q3 202222 holders, $7.6bn14 holders, $4.0bn
Q4 202224 holders, $6.9bn12 holders, $3.6bn
Q1 202319 holders, $6.3bn9 holders, $4.1bn
Q2 202320 holders, $6.0bn8 holders, $4.7bn
Q3 202319 holders, $5.2bn9 holders, $5.0bn
Q4 202322 holders, $5.9bn12 holders, $4.3bn
Q1 202418 holders, $5.1bn15 holders, $4.6bn
Q2 202414 holders, $4.9bn16 holders, $5.0bn
Q3 202411 holders, $6.2bn18 holders, $7.1bn
Q4 202411 holders, $4.0bn16 holders, $7.0bn
Q1 202515 holders, $5.2bn21 holders, $9.6bn
Q2 202516 holders, $4.8bn25 holders, $10.4bn
Q3 202518 holders, $4.1bn22 holders, $13.2bn
Q4 202511 holders, $2.9bn19 holders, $14.8bn
Q1 202615 holders, $2.9bn22 holders, $18.2bn
Q2 202615 holders, $2.2bn21 holders, $21.3bn
CCI

Crown Castle Intl Corp

Holders
22
Reported value
$5.9bn
Buyers
13
Sellers
12

Breadth +1 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 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CCI (14)

AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Elliott Investment Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Walleye Capital LLC

Only WELL (4)

Bridgewater Associates LP, D. E. Shaw & Co., Marshall Wace LLP, Voloridge Investment 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.

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