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.
- PECO
- WELL
| Quarter | PECO | 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 | 5 holders, $135m | 8 holders, $4.0bn |
| Q4 2021 | 3 holders, $119m | 11 holders, $3.9bn |
| Q1 2022 | 6 holders, $544m | 12 holders, $5.3bn |
| Q2 2022 | 5 holders, $576m | 15 holders, $5.0bn |
| Q3 2022 | 4 holders, $467m | 14 holders, $4.0bn |
| Q4 2022 | 5 holders, $533m | 12 holders, $3.6bn |
| Q1 2023 | 3 holders, $507m | 9 holders, $4.1bn |
| Q2 2023 | 3 holders, $507m | 8 holders, $4.7bn |
| Q3 2023 | 4 holders, $495m | 9 holders, $5.0bn |
| Q4 2023 | 5 holders, $465m | 12 holders, $4.3bn |
| Q1 2024 | 4 holders, $412m | 15 holders, $4.6bn |
| Q2 2024 | 4 holders, $259m | 16 holders, $5.0bn |
| Q3 2024 | 6 holders, $337m | 18 holders, $7.1bn |
| Q4 2024 | 4 holders, $356m | 16 holders, $7.0bn |
| Q1 2025 | 5 holders, $326m | 21 holders, $9.6bn |
| Q2 2025 | 5 holders, $299m | 25 holders, $10.4bn |
| Q3 2025 | 4 holders, $276m | 22 holders, $13.2bn |
| Q4 2025 | 6 holders, $312m | 19 holders, $14.8bn |
| Q1 2026 | 5 holders, $244m | 22 holders, $18.2bn |
| Q2 2026 | 4 holders, $199m | 21 holders, $21.3bn |
PECO
Phillips Edison & Co Inc
- Holders
- 5
- Reported value
- $465m
- Buyers
- 2
- Sellers
- 3
Breadth -1 among 93 comparable managers.
WELL
Welltower Inc
- Holders
- 12
- Reported value
- $4.3bn
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 93 comparable managers.
Who holds both, Q4 2023
Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
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.