L3VLUP
ProSign in

STAG · 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.

STAGWELL
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.
  • STAG
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterSTAGWELL
Q3 20206 holders, $598m8 holders, $1.3bn
Q4 20209 holders, $487m8 holders, $2.3bn
Q1 20216 holders, $487m6 holders, $2.8bn
Q2 20215 holders, $634m7 holders, $3.8bn
Q3 20214 holders, $607m8 holders, $4.0bn
Q4 20216 holders, $752m11 holders, $3.9bn
Q1 20226 holders, $605m12 holders, $5.3bn
Q2 20227 holders, $380m15 holders, $5.0bn
Q3 20226 holders, $353m14 holders, $4.0bn
Q4 20225 holders, $470m12 holders, $3.6bn
Q1 20234 holders, $524m9 holders, $4.1bn
Q2 20237 holders, $540m8 holders, $4.7bn
Q3 20234 holders, $468m9 holders, $5.0bn
Q4 20233 holders, $532m12 holders, $4.3bn
Q1 20244 holders, $514m15 holders, $4.6bn
Q2 20246 holders, $507m16 holders, $5.0bn
Q3 20245 holders, $485m18 holders, $7.1bn
Q4 20244 holders, $388m16 holders, $7.0bn
Q1 20257 holders, $234m21 holders, $9.6bn
Q2 20255 holders, $780m25 holders, $10.4bn
Q3 20254 holders, $220m22 holders, $13.2bn
Q4 20255 holders, $228m19 holders, $14.8bn
Q1 20267 holders, $805m22 holders, $18.2bn
Q2 20266 holders, $317m21 holders, $21.3bn
STAG

Stag Industrial Inc

Holders
3
Reported value
$532m
Buyers
1
Sellers
2

Breadth -1 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.

Only STAG (1)

MFS Investment Management

Only WELL (10)

Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco 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.

Back to the 13F Explorer →