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PEB · 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.

PEBWELL
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.
  • PEB
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterPEBWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 20211 holders, $174m6 holders, $2.8bn
Q2 20211 holders, $182m7 holders, $3.8bn
Q3 2021none listed holders, n.a.8 holders, $4.0bn
Q4 20212 holders, $26m11 holders, $3.9bn
Q1 20223 holders, $164m12 holders, $5.3bn
Q2 20222 holders, $5.7m15 holders, $5.0bn
Q3 20225 holders, $123m14 holders, $4.0bn
Q4 20222 holders, $6.6m12 holders, $3.6bn
Q1 20235 holders, $60m9 holders, $4.1bn
Q2 20232 holders, $15m8 holders, $4.7bn
Q3 20231 holders, $1.3m9 holders, $5.0bn
Q4 20235 holders, $62m12 holders, $4.3bn
Q1 20245 holders, $72m15 holders, $4.6bn
Q2 20244 holders, $66m16 holders, $5.0bn
Q3 20242 holders, $34m18 holders, $7.1bn
Q4 20241 holders, $39m16 holders, $7.0bn
Q1 20251 holders, $30m21 holders, $9.6bn
Q2 20252 holders, $15m25 holders, $10.4bn
Q3 20252 holders, $54m22 holders, $13.2bn
Q4 20252 holders, $15m19 holders, $14.8bn
Q1 2026none listed holders, n.a.22 holders, $18.2bn
Q2 20265 holders, $123m21 holders, $21.3bn
PEB

Pebblebrook Hotel TR

Holders
5
Reported value
$62m
Buyers
5
Sellers
0

Breadth +5 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 16 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PEB (4)

Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC

Only WELL (11)

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, 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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