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.
- EPR
- WELL
| Quarter | EPR | WELL |
|---|---|---|
| Q3 2020 | 3 holders, $112m | 8 holders, $1.3bn |
| Q4 2020 | 5 holders, $266m | 8 holders, $2.3bn |
| Q1 2021 | 4 holders, $396m | 6 holders, $2.8bn |
| Q2 2021 | 3 holders, $416m | 7 holders, $3.8bn |
| Q3 2021 | 3 holders, $399m | 8 holders, $4.0bn |
| Q4 2021 | 3 holders, $372m | 11 holders, $3.9bn |
| Q1 2022 | 5 holders, $381m | 12 holders, $5.3bn |
| Q2 2022 | 3 holders, $275m | 15 holders, $5.0bn |
| Q3 2022 | 2 holders, $227m | 14 holders, $4.0bn |
| Q4 2022 | 2 holders, $232m | 12 holders, $3.6bn |
| Q1 2023 | 2 holders, $214m | 9 holders, $4.1bn |
| Q2 2023 | 3 holders, $282m | 8 holders, $4.7bn |
| Q3 2023 | 3 holders, $236m | 9 holders, $5.0bn |
| Q4 2023 | 5 holders, $304m | 12 holders, $4.3bn |
| Q1 2024 | 6 holders, $90m | 15 holders, $4.6bn |
| Q2 2024 | 4 holders, $98m | 16 holders, $5.0bn |
| Q3 2024 | 5 holders, $149m | 18 holders, $7.1bn |
| Q4 2024 | 4 holders, $107m | 16 holders, $7.0bn |
| Q1 2025 | 3 holders, $151m | 21 holders, $9.6bn |
| Q2 2025 | 3 holders, $183m | 25 holders, $10.4bn |
| Q3 2025 | 6 holders, $194m | 22 holders, $13.2bn |
| Q4 2025 | 4 holders, $79m | 19 holders, $14.8bn |
| Q1 2026 | 3 holders, $67m | 22 holders, $18.2bn |
| Q2 2026 | 1 holders, $4.2m | 21 holders, $21.3bn |
EPR
Epr Pptys
- Holders
- 5
- Reported value
- $304m
- Buyers
- 3
- Sellers
- 2
Breadth +1 among 93 comparable managers.
WELL
Welltower Inc
- Holders
- 12
- Reported value
- $4.3bn
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 93 comparable managers.
Who holds both, Q4 2023
Among the 16 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
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.