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.
- O
- WELL
| Quarter | O | WELL |
|---|---|---|
| Q3 2020 | 10 holders, $507m | 8 holders, $1.3bn |
| Q4 2020 | 8 holders, $439m | 8 holders, $2.3bn |
| Q1 2021 | 6 holders, $358m | 6 holders, $2.8bn |
| Q2 2021 | 5 holders, $331m | 7 holders, $3.8bn |
| Q3 2021 | 8 holders, $329m | 8 holders, $4.0bn |
| Q4 2021 | 8 holders, $459m | 11 holders, $3.9bn |
| Q1 2022 | 5 holders, $546m | 12 holders, $5.3bn |
| Q2 2022 | 6 holders, $778m | 15 holders, $5.0bn |
| Q3 2022 | 14 holders, $949m | 14 holders, $4.0bn |
| Q4 2022 | 14 holders, $965m | 12 holders, $3.6bn |
| Q1 2023 | 10 holders, $1.0bn | 9 holders, $4.1bn |
| Q2 2023 | 12 holders, $1.0bn | 8 holders, $4.7bn |
| Q3 2023 | 12 holders, $854m | 9 holders, $5.0bn |
| Q4 2023 | 12 holders, $919m | 12 holders, $4.3bn |
| Q1 2024 | 7 holders, $797m | 15 holders, $4.6bn |
| Q2 2024 | 5 holders, $780m | 16 holders, $5.0bn |
| Q3 2024 | 8 holders, $1.4bn | 18 holders, $7.1bn |
| Q4 2024 | 9 holders, $1.1bn | 16 holders, $7.0bn |
| Q1 2025 | 8 holders, $1.2bn | 21 holders, $9.6bn |
| Q2 2025 | 4 holders, $752m | 25 holders, $10.4bn |
| Q3 2025 | 5 holders, $778m | 22 holders, $13.2bn |
| Q4 2025 | 5 holders, $571m | 19 holders, $14.8bn |
| Q1 2026 | 8 holders, $1.3bn | 22 holders, $18.2bn |
| Q2 2026 | 9 holders, $1.4bn | 21 holders, $21.3bn |
O
Realty Income Corp
- Holders
- 7
- Reported value
- $797m
- Buyers
- 3
- Sellers
- 5
Breadth -2 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 17 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.