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CBRE · 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.

CBREWELL
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.
  • CBRE
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCBREWELL
Q3 202010 holders, $3.0bn8 holders, $1.3bn
Q4 202012 holders, $4.4bn8 holders, $2.3bn
Q1 202111 holders, $5.6bn6 holders, $2.8bn
Q2 202116 holders, $6.1bn7 holders, $3.8bn
Q3 202115 holders, $6.9bn8 holders, $4.0bn
Q4 202119 holders, $7.7bn11 holders, $3.9bn
Q1 202220 holders, $6.3bn12 holders, $5.3bn
Q2 202218 holders, $4.5bn15 holders, $5.0bn
Q3 202218 holders, $3.9bn14 holders, $4.0bn
Q4 202213 holders, $4.4bn12 holders, $3.6bn
Q1 202318 holders, $4.3bn9 holders, $4.1bn
Q2 202315 holders, $5.1bn8 holders, $4.7bn
Q3 202316 holders, $4.4bn9 holders, $5.0bn
Q4 202318 holders, $5.9bn12 holders, $4.3bn
Q1 202419 holders, $5.7bn15 holders, $4.6bn
Q2 202419 holders, $4.4bn16 holders, $5.0bn
Q3 202420 holders, $6.2bn18 holders, $7.1bn
Q4 202419 holders, $5.8bn16 holders, $7.0bn
Q1 202521 holders, $5.9bn21 holders, $9.6bn
Q2 202523 holders, $5.9bn25 holders, $10.4bn
Q3 202522 holders, $6.8bn22 holders, $13.2bn
Q4 202519 holders, $6.7bn19 holders, $14.8bn
Q1 202622 holders, $5.3bn22 holders, $18.2bn
Q2 202628 holders, $6.2bn21 holders, $21.3bn
CBRE

Cbre Group Inc

Holders
19
Reported value
$4.4bn
Buyers
12
Sellers
7

Breadth +5 among 94 comparable managers.

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

Only CBRE (14)

Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Farallon Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Viking Global Investors LP, Voloridge Investment Management LLC

Only WELL (11)

Acadian Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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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