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.
- VNO
- WELL
| Quarter | VNO | WELL |
|---|---|---|
| Q3 2020 | 2 holders, $335m | 8 holders, $1.3bn |
| Q4 2020 | 5 holders, $434m | 8 holders, $2.3bn |
| Q1 2021 | 3 holders, $71m | 6 holders, $2.8bn |
| Q2 2021 | 3 holders, $57m | 7 holders, $3.8bn |
| Q3 2021 | 1 holders, $37m | 8 holders, $4.0bn |
| Q4 2021 | 2 holders, $20m | 11 holders, $3.9bn |
| Q1 2022 | 1 holders, $34m | 12 holders, $5.3bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $5.0bn |
| Q3 2022 | 4 holders, $311m | 14 holders, $4.0bn |
| Q4 2022 | 3 holders, $324m | 12 holders, $3.6bn |
| Q1 2023 | 2 holders, $6.8m | 9 holders, $4.1bn |
| Q2 2023 | 1 holders, $24m | 8 holders, $4.7bn |
| Q3 2023 | 5 holders, $162m | 9 holders, $5.0bn |
| Q4 2023 | 5 holders, $203m | 12 holders, $4.3bn |
| Q1 2024 | 3 holders, $201m | 15 holders, $4.6bn |
| Q2 2024 | 5 holders, $228m | 16 holders, $5.0bn |
| Q3 2024 | 4 holders, $375m | 18 holders, $7.1bn |
| Q4 2024 | 4 holders, $425m | 16 holders, $7.0bn |
| Q1 2025 | 5 holders, $353m | 21 holders, $9.6bn |
| Q2 2025 | 3 holders, $389m | 25 holders, $10.4bn |
| Q3 2025 | 3 holders, $403m | 22 holders, $13.2bn |
| Q4 2025 | 4 holders, $387m | 19 holders, $14.8bn |
| Q1 2026 | 4 holders, $275m | 22 holders, $18.2bn |
| Q2 2026 | 4 holders, $594m | 21 holders, $21.3bn |
VNO
Vornado Realty Trust
- Holders
- 5
- Reported value
- $203m
- Buyers
- 4
- Sellers
- 1
Breadth +3 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 14 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.