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MAC · 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.

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.
  • MAC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterMACWELL
Q3 20202 holders, $737k8 holders, $1.3bn
Q4 20201 holders, $4.2m8 holders, $2.3bn
Q1 20216 holders, $82m6 holders, $2.8bn
Q2 20216 holders, $136m7 holders, $3.8bn
Q3 20215 holders, $106m8 holders, $4.0bn
Q4 20214 holders, $47m11 holders, $3.9bn
Q1 20224 holders, $43m12 holders, $5.3bn
Q2 20224 holders, $25m15 holders, $5.0bn
Q3 20223 holders, $24m14 holders, $4.0bn
Q4 20221 holders, $2.7m12 holders, $3.6bn
Q1 20232 holders, $3.2m9 holders, $4.1bn
Q2 20232 holders, $3.6m8 holders, $4.7bn
Q3 20232 holders, $18m9 holders, $5.0bn
Q4 20232 holders, $5.1m12 holders, $4.3bn
Q1 20245 holders, $26m15 holders, $4.6bn
Q2 20247 holders, $80m16 holders, $5.0bn
Q3 20244 holders, $72m18 holders, $7.1bn
Q4 20245 holders, $279m16 holders, $7.0bn
Q1 20255 holders, $80m21 holders, $9.6bn
Q2 20254 holders, $56m25 holders, $10.4bn
Q3 20255 holders, $67m22 holders, $13.2bn
Q4 20255 holders, $97m19 holders, $14.8bn
Q1 20262 holders, $51m22 holders, $18.2bn
Q2 20265 holders, $868m21 holders, $21.3bn
MAC

Macerich Co/the

Holders
5
Reported value
$26m
Buyers
5
Sellers
0

Breadth +5 among 93 comparable managers.

WELL

Welltower Inc

Holders
15
Reported value
$4.6bn
Buyers
9
Sellers
7

Breadth +2 among 93 comparable managers.

Who holds both, Q1 2024

Among the 18 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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