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COLD · 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.

COLDWELL
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.
  • COLD
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCOLDWELL
Q3 202010 holders, $903m8 holders, $1.3bn
Q4 202011 holders, $1.6bn8 holders, $2.3bn
Q1 20218 holders, $1.4bn6 holders, $2.8bn
Q2 20218 holders, $1.3bn7 holders, $3.8bn
Q3 20216 holders, $675m8 holders, $4.0bn
Q4 20214 holders, $669m11 holders, $3.9bn
Q1 20223 holders, $602m12 holders, $5.3bn
Q2 20226 holders, $943m15 holders, $5.0bn
Q3 20225 holders, $791m14 holders, $4.0bn
Q4 20225 holders, $822m12 holders, $3.6bn
Q1 20235 holders, $362m9 holders, $4.1bn
Q2 20237 holders, $319m8 holders, $4.7bn
Q3 20237 holders, $450m9 holders, $5.0bn
Q4 202310 holders, $271m12 holders, $4.3bn
Q1 202411 holders, $221m15 holders, $4.6bn
Q2 202410 holders, $306m16 holders, $5.0bn
Q3 20247 holders, $191m18 holders, $7.1bn
Q4 20248 holders, $197m16 holders, $7.0bn
Q1 20256 holders, $278m21 holders, $9.6bn
Q2 20255 holders, $167m25 holders, $10.4bn
Q3 20259 holders, $174m22 holders, $13.2bn
Q4 20255 holders, $78m19 holders, $14.8bn
Q1 20264 holders, $115m22 holders, $18.2bn
Q2 20264 holders, $196m21 holders, $21.3bn
COLD

Americold Rlty TR

Holders
11
Reported value
$221m
Buyers
10
Sellers
3

Breadth +7 among 93 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
15
Reported value
$4.6bn
Buyers
9
Sellers
7

Breadth +2 among 93 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q1 2024

Among the 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only COLD (6)

Balyasny Asset Management LLC, Holocene Advisors LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (10)

AllianceBernstein LP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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.

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