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WELL · AMT 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.

WELLAMT
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.
  • WELL
  • AMT
010203040202120222023202420252026
Holders and value by quarter
QuarterWELLAMT
Q3 20208 holders, $1.3bn34 holders, $18.1bn
Q4 20208 holders, $2.3bn29 holders, $15.3bn
Q1 20216 holders, $2.8bn21 holders, $15.3bn
Q2 20217 holders, $3.8bn23 holders, $17.2bn
Q3 20218 holders, $4.0bn28 holders, $16.9bn
Q4 202111 holders, $3.9bn24 holders, $17.1bn
Q1 202212 holders, $5.3bn22 holders, $13.4bn
Q2 202215 holders, $5.0bn25 holders, $15.2bn
Q3 202214 holders, $4.0bn27 holders, $12.7bn
Q4 202212 holders, $3.6bn22 holders, $13.0bn
Q1 20239 holders, $4.1bn32 holders, $12.6bn
Q2 20238 holders, $4.7bn28 holders, $11.7bn
Q3 20239 holders, $5.0bn29 holders, $9.5bn
Q4 202312 holders, $4.3bn23 holders, $12.8bn
Q1 202415 holders, $4.6bn26 holders, $11.7bn
Q2 202416 holders, $5.0bn29 holders, $11.3bn
Q3 202418 holders, $7.1bn28 holders, $14.0bn
Q4 202416 holders, $7.0bn26 holders, $11.6bn
Q1 202521 holders, $9.6bn28 holders, $13.9bn
Q2 202525 holders, $10.4bn28 holders, $13.8bn
Q3 202522 holders, $13.2bn30 holders, $9.5bn
Q4 202519 holders, $14.8bn34 holders, $9.0bn
Q1 202622 holders, $18.2bn29 holders, $8.4bn
Q2 202621 holders, $21.3bn31 holders, $8.6bn
WELL

Welltower Inc

Holders
15
Reported value
$4.6bn
Buyers
9
Sellers
7

Breadth +2 among 93 comparable managers.

Real estateReal estate investment trusts
AMT

American Tower Corp

Holders
26
Reported value
$11.7bn
Buyers
15
Sellers
11

Breadth +4 among 93 comparable managers.

Real estateReal estate investment trusts

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.

Only WELL (3)

D. E. Shaw & Co., ExodusPoint Capital Management LP, Marshall Wace LLP

Only AMT (14)

Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management LLC

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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