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BDN · 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.

BDNWELL
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.
  • BDN
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterBDNWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 20201 holders, $14m8 holders, $2.3bn
Q1 20212 holders, $27m6 holders, $2.8bn
Q2 20212 holders, $24m7 holders, $3.8bn
Q3 20213 holders, $45m8 holders, $4.0bn
Q4 20212 holders, $33m11 holders, $3.9bn
Q1 20223 holders, $54m12 holders, $5.3bn
Q2 20223 holders, $28m15 holders, $5.0bn
Q3 20223 holders, $20m14 holders, $4.0bn
Q4 20221 holders, $432k12 holders, $3.6bn
Q1 20231 holders, $528k9 holders, $4.1bn
Q2 20231 holders, $376k8 holders, $4.7bn
Q3 20231 holders, $1.0m9 holders, $5.0bn
Q4 20232 holders, $8.1m12 holders, $4.3bn
Q1 20241 holders, $2.5m15 holders, $4.6bn
Q2 20241 holders, $2.3m16 holders, $5.0bn
Q3 20241 holders, $1.9m18 holders, $7.1bn
Q4 20241 holders, $369k16 holders, $7.0bn
Q1 20251 holders, $1.4m21 holders, $9.6bn
Q2 20251 holders, $2.1m25 holders, $10.4bn
Q3 20251 holders, $2.7m22 holders, $13.2bn
Q4 2025none listed holders, n.a.19 holders, $14.8bn
Q1 2026none listed holders, n.a.22 holders, $18.2bn
Q2 2026none listed holders, n.a.21 holders, $21.3bn
BDN

Brandywine Rlty TR

Holders
1
Reported value
$2.3m
Buyers
0
Sellers
0

Breadth 0 among 94 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
16
Reported value
$5.0bn
Buyers
6
Sellers
10

Breadth -4 among 94 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q2 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.

Both (0)

No tracked manager lists every one of them.

Only BDN (1)

Caxton Associates LLP

Only WELL (16)

Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP

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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