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EXR · 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.

EXRWELL
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.
  • EXR
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterEXRWELL
Q3 20208 holders, $1.2bn8 holders, $1.3bn
Q4 20206 holders, $690m8 holders, $2.3bn
Q1 20217 holders, $1.3bn6 holders, $2.8bn
Q2 20217 holders, $1.6bn7 holders, $3.8bn
Q3 202114 holders, $1.6bn8 holders, $4.0bn
Q4 20219 holders, $2.2bn11 holders, $3.9bn
Q1 202211 holders, $2.0bn12 holders, $5.3bn
Q2 202214 holders, $1.9bn15 holders, $5.0bn
Q3 202210 holders, $3.3bn14 holders, $4.0bn
Q4 202212 holders, $3.6bn12 holders, $3.6bn
Q1 202313 holders, $3.7bn9 holders, $4.1bn
Q2 202317 holders, $4.1bn8 holders, $4.7bn
Q3 202313 holders, $4.3bn9 holders, $5.0bn
Q4 202315 holders, $5.6bn12 holders, $4.3bn
Q1 202414 holders, $4.6bn15 holders, $4.6bn
Q2 202412 holders, $5.4bn16 holders, $5.0bn
Q3 202412 holders, $5.8bn18 holders, $7.1bn
Q4 202410 holders, $4.5bn16 holders, $7.0bn
Q1 202520 holders, $3.2bn21 holders, $9.6bn
Q2 202516 holders, $3.0bn25 holders, $10.4bn
Q3 202510 holders, $2.6bn22 holders, $13.2bn
Q4 20258 holders, $2.4bn19 holders, $14.8bn
Q1 202610 holders, $3.7bn22 holders, $18.2bn
Q2 202617 holders, $4.5bn21 holders, $21.3bn
EXR

Extra Space Storage Inc

Holders
14
Reported value
$4.6bn
Buyers
5
Sellers
11

Breadth -6 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 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EXR (7)

Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, First Eagle Investment Management LLC, Holocene Advisors LP, MFS Investment Management, Verition Fund Management LLC

Only WELL (8)

D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Marshall Wace LLP, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, 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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