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PSA · 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.

PSAWELL
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.
  • PSA
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterPSAWELL
Q3 202015 holders, $3.4bn8 holders, $1.3bn
Q4 202022 holders, $3.5bn8 holders, $2.3bn
Q1 202117 holders, $3.4bn6 holders, $2.8bn
Q2 202118 holders, $4.1bn7 holders, $3.8bn
Q3 202120 holders, $3.9bn8 holders, $4.0bn
Q4 202121 holders, $4.4bn11 holders, $3.9bn
Q1 202224 holders, $4.6bn12 holders, $5.3bn
Q2 202226 holders, $4.3bn15 holders, $5.0bn
Q3 202227 holders, $4.0bn14 holders, $4.0bn
Q4 202222 holders, $3.9bn12 holders, $3.6bn
Q1 202319 holders, $4.3bn9 holders, $4.1bn
Q2 202317 holders, $4.6bn8 holders, $4.7bn
Q3 202314 holders, $4.3bn9 holders, $5.0bn
Q4 202317 holders, $5.6bn12 holders, $4.3bn
Q1 202418 holders, $5.3bn15 holders, $4.6bn
Q2 202420 holders, $5.7bn16 holders, $5.0bn
Q3 202420 holders, $7.4bn18 holders, $7.1bn
Q4 202415 holders, $5.7bn16 holders, $7.0bn
Q1 202516 holders, $4.9bn21 holders, $9.6bn
Q2 202517 holders, $5.0bn25 holders, $10.4bn
Q3 202517 holders, $4.5bn22 holders, $13.2bn
Q4 202512 holders, $3.0bn19 holders, $14.8bn
Q1 202611 holders, $4.1bn22 holders, $18.2bn
Q2 202610 holders, $4.6bn21 holders, $21.3bn
PSA

Public Storage

Holders
17
Reported value
$5.6bn
Buyers
11
Sellers
7

Breadth +4 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 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PSA (10)

AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Man Group PLC, MFS Investment Management, Point72 Asset Management LP, Verition Fund Management LLC

Only WELL (5)

Bridgewater Associates LP, D. E. Shaw & Co., Janus Henderson Group Ltd, Quantbot Technologies LP, Voloridge Investment Management LLC

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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