Holders over time
- CIM
- WELL
| Quarter | CIM | 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 | none listed holders, n.a. | 8 holders, $4.0bn |
| Q4 2021 | none listed holders, n.a. | 11 holders, $3.9bn |
| Q1 2022 | none listed holders, n.a. | 12 holders, $5.3bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $5.0bn |
| Q3 2022 | none listed holders, n.a. | 14 holders, $4.0bn |
| Q4 2022 | none listed holders, n.a. | 12 holders, $3.6bn |
| Q1 2023 | none listed holders, n.a. | 9 holders, $4.1bn |
| Q2 2023 | none listed holders, n.a. | 8 holders, $4.7bn |
| Q3 2023 | none listed holders, n.a. | 9 holders, $5.0bn |
| Q4 2023 | none listed holders, n.a. | 12 holders, $4.3bn |
| Q1 2024 | none listed holders, n.a. | 15 holders, $4.6bn |
| Q2 2024 | 1 holders, $1.0m | 16 holders, $5.0bn |
| Q3 2024 | 1 holders, $873k | 18 holders, $7.1bn |
| Q4 2024 | 1 holders, $510k | 16 holders, $7.0bn |
| Q1 2025 | 1 holders, $1.2m | 21 holders, $9.6bn |
| Q2 2025 | 1 holders, $1.3m | 25 holders, $10.4bn |
| Q3 2025 | 1 holders, $1.3m | 22 holders, $13.2bn |
| Q4 2025 | 1 holders, $1.5m | 19 holders, $14.8bn |
| Q1 2026 | 1 holders, $879k | 22 holders, $18.2bn |
| Q2 2026 | 2 holders, $9.0m | 21 holders, $21.3bn |
Chimera Invt Corp
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Welltower Inc
- Holders
- 15
- Reported value
- $4.6bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 among 93 comparable managers.
Who holds both, Q1 2024
Both (0)
No tracked manager lists every one of them.
Only CIM (0)
None.
Only WELL (15)
AllianceBernstein LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
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.