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NLY · 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.

NLYWELL
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.
  • NLY
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterNLYWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 2021none listed holders, n.a.7 holders, $3.8bn
Q3 2021none listed holders, n.a.8 holders, $4.0bn
Q4 2021none listed holders, n.a.11 holders, $3.9bn
Q1 2022none listed holders, n.a.12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 20224 holders, $226m14 holders, $4.0bn
Q4 20223 holders, $192m12 holders, $3.6bn
Q1 20234 holders, $212m9 holders, $4.1bn
Q2 20234 holders, $122m8 holders, $4.7bn
Q3 20233 holders, $75m9 holders, $5.0bn
Q4 20231 holders, $119m12 holders, $4.3bn
Q1 2024none listed holders, n.a.15 holders, $4.6bn
Q2 2024none listed holders, n.a.16 holders, $5.0bn
Q3 20244 holders, $679m18 holders, $7.1bn
Q4 20243 holders, $802m16 holders, $7.0bn
Q1 20255 holders, $864m21 holders, $9.6bn
Q2 20254 holders, $752m25 holders, $10.4bn
Q3 20256 holders, $809m22 holders, $13.2bn
Q4 20255 holders, $784m19 holders, $14.8bn
Q1 20263 holders, $516m22 holders, $18.2bn
Q2 20264 holders, $102m21 holders, $21.3bn
NLY

Annaly Capital Management In

Holders
1
Reported value
$119m
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 13 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 NLY (1)

Balyasny Asset 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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