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COMP · 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.

COMPWELL
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.
  • COMP
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCOMPWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 20215 holders, $482m7 holders, $3.8bn
Q3 20216 holders, $518m8 holders, $4.0bn
Q4 20214 holders, $290m11 holders, $3.9bn
Q1 20226 holders, $257m12 holders, $5.3bn
Q2 20224 holders, $56m15 holders, $5.0bn
Q3 20223 holders, $25m14 holders, $4.0bn
Q4 20221 holders, $8.6m12 holders, $3.6bn
Q1 20231 holders, $12m9 holders, $4.1bn
Q2 20233 holders, $18m8 holders, $4.7bn
Q3 20232 holders, $12m9 holders, $5.0bn
Q4 20232 holders, $20m12 holders, $4.3bn
Q1 20242 holders, $28m15 holders, $4.6bn
Q2 20243 holders, $17m16 holders, $5.0bn
Q3 20242 holders, $23m18 holders, $7.1bn
Q4 20244 holders, $72m16 holders, $7.0bn
Q1 20257 holders, $204m21 holders, $9.6bn
Q2 20254 holders, $87m25 holders, $10.4bn
Q3 20257 holders, $711m22 holders, $13.2bn
Q4 202512 holders, $1.2bn19 holders, $14.8bn
Q1 202610 holders, $1.2bn22 holders, $18.2bn
Q2 20269 holders, $1.9bn21 holders, $21.3bn
COMP

Compass Inc

Holders
2
Reported value
$28m
Buyers
1
Sellers
1

Breadth 0 among 93 comparable managers.

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

Both (0)

No tracked manager lists every one of them.

Only COMP (2)

Davidson Kempner Capital Management LP, Discovery Capital Management LLC

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.

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