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MPT · 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.

MPTWELL
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.
  • MPT
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterMPTWELL
Q3 20207 holders, $781m8 holders, $1.3bn
Q4 20206 holders, $983m8 holders, $2.3bn
Q1 20216 holders, $1.0bn6 holders, $2.8bn
Q2 20218 holders, $947m7 holders, $3.8bn
Q3 20217 holders, $885m8 holders, $4.0bn
Q4 20216 holders, $958m11 holders, $3.9bn
Q1 20226 holders, $827m12 holders, $5.3bn
Q2 20224 holders, $595m15 holders, $5.0bn
Q3 20228 holders, $350m14 holders, $4.0bn
Q4 20225 holders, $226m12 holders, $3.6bn
Q1 20236 holders, $80m9 holders, $4.1bn
Q2 20233 holders, $70m8 holders, $4.7bn
Q3 20235 holders, $65m9 holders, $5.0bn
Q4 20232 holders, $35m12 holders, $4.3bn
Q1 20242 holders, $21m15 holders, $4.6bn
Q2 20243 holders, $14m16 holders, $5.0bn
Q3 20244 holders, $21m18 holders, $7.1bn
Q4 20241 holders, $67k16 holders, $7.0bn
Q1 20253 holders, $25m21 holders, $9.6bn
Q2 20254 holders, $48m25 holders, $10.4bn
Q3 20254 holders, $68m22 holders, $13.2bn
Q4 20255 holders, $56m19 holders, $14.8bn
Q1 20262 holders, $22m22 holders, $18.2bn
Q2 20261 holders, $21m21 holders, $21.3bn
MPT

Medical Properties Trust Inc

Holders
2
Reported value
$35m
Buyers
1
Sellers
1

Breadth 0 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 14 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only MPT (2)

Caxton Associates LLP, Coatue Management 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.

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