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IRM · 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.

IRMWELL
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.
  • IRM
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterIRMWELL
Q3 20203 holders, $951m8 holders, $1.3bn
Q4 20203 holders, $865m8 holders, $2.3bn
Q1 20212 holders, $1.2bn6 holders, $2.8bn
Q2 20212 holders, $1.4bn7 holders, $3.8bn
Q3 20212 holders, $1.4bn8 holders, $4.0bn
Q4 20213 holders, $2.0bn11 holders, $3.9bn
Q1 20222 holders, $1.7bn12 holders, $5.3bn
Q2 20223 holders, $1.4bn15 holders, $5.0bn
Q3 20225 holders, $1.3bn14 holders, $4.0bn
Q4 20225 holders, $1.6bn12 holders, $3.6bn
Q1 20233 holders, $1.4bn9 holders, $4.1bn
Q2 20234 holders, $1.2bn8 holders, $4.7bn
Q3 20237 holders, $1.6bn9 holders, $5.0bn
Q4 20239 holders, $892m12 holders, $4.3bn
Q1 202410 holders, $758m15 holders, $4.6bn
Q2 20246 holders, $811m16 holders, $5.0bn
Q3 20246 holders, $956m18 holders, $7.1bn
Q4 202410 holders, $856m16 holders, $7.0bn
Q1 202511 holders, $1.1bn21 holders, $9.6bn
Q2 202511 holders, $1.8bn25 holders, $10.4bn
Q3 20256 holders, $1.7bn22 holders, $13.2bn
Q4 20256 holders, $1.3bn19 holders, $14.8bn
Q1 20269 holders, $1.7bn22 holders, $18.2bn
Q2 20266 holders, $2.0bn21 holders, $21.3bn
IRM

Iron MTN Inc Del

Holders
9
Reported value
$892m
Buyers
6
Sellers
3

Breadth +3 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 17 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IRM (5)

Acadian Asset Management LLC, Capital World Investors, Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC

Only WELL (8)

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

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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