Holders over time
- HHH
- WELL
| Quarter | HHH | WELL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 8 holders, $1.3bn |
| Q4 2020 | none listed holders, n.a. | 8 holders, $2.3bn |
| Q1 2021 | none listed holders, n.a. | 6 holders, $2.8bn |
| Q2 2021 | none listed holders, n.a. | 7 holders, $3.8bn |
| Q3 2021 | none listed holders, n.a. | 8 holders, $4.0bn |
| Q4 2021 | none listed holders, n.a. | 11 holders, $3.9bn |
| Q1 2022 | none listed holders, n.a. | 12 holders, $5.3bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $5.0bn |
| Q3 2022 | none listed holders, n.a. | 14 holders, $4.0bn |
| Q4 2022 | none listed holders, n.a. | 12 holders, $3.6bn |
| Q1 2023 | none listed holders, n.a. | 9 holders, $4.1bn |
| Q2 2023 | none listed holders, n.a. | 8 holders, $4.7bn |
| Q3 2023 | 5 holders, $1.6bn | 9 holders, $5.0bn |
| Q4 2023 | 6 holders, $2.0bn | 12 holders, $4.3bn |
| Q1 2024 | 6 holders, $1.5bn | 15 holders, $4.6bn |
| Q2 2024 | 3 holders, $1.4bn | 16 holders, $5.0bn |
| Q3 2024 | 3 holders, $1.6bn | 18 holders, $7.1bn |
| Q4 2024 | 5 holders, $1.6bn | 16 holders, $7.0bn |
| Q1 2025 | 5 holders, $1.6bn | 21 holders, $9.6bn |
| Q2 2025 | 2 holders, $1.3bn | 25 holders, $10.4bn |
| Q3 2025 | 4 holders, $1.6bn | 22 holders, $13.2bn |
| Q4 2025 | 3 holders, $1.5bn | 19 holders, $14.8bn |
| Q1 2026 | 1 holders, $1.2bn | 22 holders, $18.2bn |
| Q2 2026 | 1 holders, $2.0bn | 21 holders, $21.3bn |
Howard Hughes ca
- Holders
- 6
- Reported value
- $2.0bn
- Buyers
- 3
- Sellers
- 3
Breadth 0 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 (0)
No tracked manager lists every one of them.
Only HHH (6)
Baillie Gifford & Co, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Harris Associates LP, Pershing Square Capital Management LP, Schonfeld Strategic Advisors LLC
Only WELL (12)
AllianceBernstein LP, Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, 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.