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CUZ · 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.

CUZWELL
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.
  • CUZ
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCUZWELL
Q3 20201 holders, $98m8 holders, $1.3bn
Q4 20202 holders, $138m8 holders, $2.3bn
Q1 20212 holders, $166m6 holders, $2.8bn
Q2 20212 holders, $179m7 holders, $3.8bn
Q3 20213 holders, $214m8 holders, $4.0bn
Q4 20215 holders, $235m11 holders, $3.9bn
Q1 20223 holders, $209m12 holders, $5.3bn
Q2 20223 holders, $143m15 holders, $5.0bn
Q3 20222 holders, $105m14 holders, $4.0bn
Q4 20222 holders, $102m12 holders, $3.6bn
Q1 20232 holders, $36m9 holders, $4.1bn
Q2 20232 holders, $36m8 holders, $4.7bn
Q3 20235 holders, $66m9 holders, $5.0bn
Q4 20234 holders, $95m12 holders, $4.3bn
Q1 20245 holders, $105m15 holders, $4.6bn
Q2 20245 holders, $104m16 holders, $5.0bn
Q3 20246 holders, $209m18 holders, $7.1bn
Q4 20245 holders, $241m16 holders, $7.0bn
Q1 20254 holders, $196m21 holders, $9.6bn
Q2 20253 holders, $185m25 holders, $10.4bn
Q3 20253 holders, $226m22 holders, $13.2bn
Q4 20253 holders, $150m19 holders, $14.8bn
Q1 20263 holders, $113m22 holders, $18.2bn
Q2 20264 holders, $285m21 holders, $21.3bn
CUZ

Cousins Pptys Inc

Holders
5
Reported value
$105m
Buyers
3
Sellers
2

Breadth +1 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 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CUZ (4)

Balyasny Asset Management LLC, Caxton Associates LLP, Two Sigma Advisers LP, Two Sigma Investments LP

Only WELL (14)

AllianceBernstein LP, D. E. Shaw & Co., 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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