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SBAC · 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.
  • SBAC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterSBACWELL
Q3 202023 holders, $5.0bn8 holders, $1.3bn
Q4 202023 holders, $5.0bn8 holders, $2.3bn
Q1 202118 holders, $4.4bn6 holders, $2.8bn
Q2 202126 holders, $4.8bn7 holders, $3.8bn
Q3 202122 holders, $4.8bn8 holders, $4.0bn
Q4 202127 holders, $5.5bn11 holders, $3.9bn
Q1 202219 holders, $4.6bn12 holders, $5.3bn
Q2 202218 holders, $4.8bn15 holders, $5.0bn
Q3 202219 holders, $4.3bn14 holders, $4.0bn
Q4 202222 holders, $4.3bn12 holders, $3.6bn
Q1 202324 holders, $2.9bn9 holders, $4.1bn
Q2 202322 holders, $2.4bn8 holders, $4.7bn
Q3 202321 holders, $2.0bn9 holders, $5.0bn
Q4 202320 holders, $2.8bn12 holders, $4.3bn
Q1 202423 holders, $2.4bn15 holders, $4.6bn
Q2 202421 holders, $2.0bn16 holders, $5.0bn
Q3 202421 holders, $2.6bn18 holders, $7.1bn
Q4 202419 holders, $2.8bn16 holders, $7.0bn
Q1 202519 holders, $3.3bn21 holders, $9.6bn
Q2 202514 holders, $3.0bn25 holders, $10.4bn
Q3 202512 holders, $2.5bn22 holders, $13.2bn
Q4 202510 holders, $3.2bn19 holders, $14.8bn
Q1 202612 holders, $3.0bn22 holders, $18.2bn
Q2 202610 holders, $2.9bn21 holders, $21.3bn
SBAC

Sba Communications Corp

Holders
23
Reported value
$2.4bn
Buyers
16
Sellers
8

Breadth +8 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 29 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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