L3VLUP
ProSign in

UMH · 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.

UMHWELL
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.
  • UMH
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterUMHWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 2021none listed holders, n.a.7 holders, $3.8bn
Q3 2021none listed holders, n.a.8 holders, $4.0bn
Q4 20212 holders, $8.6m11 holders, $3.9bn
Q1 2022none listed holders, n.a.12 holders, $5.3bn
Q2 20221 holders, $32m15 holders, $5.0bn
Q3 2022none listed holders, n.a.14 holders, $4.0bn
Q4 20221 holders, $28m12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 2023none listed holders, n.a.8 holders, $4.7bn
Q3 2023none listed holders, n.a.9 holders, $5.0bn
Q4 2023none listed holders, n.a.12 holders, $4.3bn
Q1 2024none listed holders, n.a.15 holders, $4.6bn
Q2 2024none listed holders, n.a.16 holders, $5.0bn
Q3 20242 holders, $39m18 holders, $7.1bn
Q4 20242 holders, $83m16 holders, $7.0bn
Q1 20252 holders, $105m21 holders, $9.6bn
Q2 20252 holders, $102m25 holders, $10.4bn
Q3 20252 holders, $64m22 holders, $13.2bn
Q4 20252 holders, $53m19 holders, $14.8bn
Q1 20262 holders, $49m22 holders, $18.2bn
Q2 20262 holders, $59m21 holders, $21.3bn
UMH

Umh Pptys Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

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

Both (0)

No tracked manager lists every one of them.

Only UMH (0)

None.

Only WELL (15)

AllianceBernstein LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, 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.

Back to the 13F Explorer →