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EPRT · 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.

EPRTWELL
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.
  • EPRT
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterEPRTWELL
Q3 20203 holders, $352m8 holders, $1.3bn
Q4 20201 holders, $255m8 holders, $2.3bn
Q1 20211 holders, $288m6 holders, $2.8bn
Q2 20211 holders, $326m7 holders, $3.8bn
Q3 20211 holders, $315m8 holders, $4.0bn
Q4 20213 holders, $347m11 holders, $3.9bn
Q1 20225 holders, $345m12 holders, $5.3bn
Q2 20224 holders, $249m15 holders, $5.0bn
Q3 20223 holders, $229m14 holders, $4.0bn
Q4 20226 holders, $236m12 holders, $3.6bn
Q1 20234 holders, $232m9 holders, $4.1bn
Q2 20235 holders, $229m8 holders, $4.7bn
Q3 20236 holders, $236m9 holders, $5.0bn
Q4 20236 holders, $319m12 holders, $4.3bn
Q1 20246 holders, $354m15 holders, $4.6bn
Q2 20247 holders, $428m16 holders, $5.0bn
Q3 20247 holders, $510m18 holders, $7.1bn
Q4 20248 holders, $472m16 holders, $7.0bn
Q1 202511 holders, $538m21 holders, $9.6bn
Q2 202513 holders, $565m25 holders, $10.4bn
Q3 202510 holders, $542m22 holders, $13.2bn
Q4 202510 holders, $650m19 holders, $14.8bn
Q1 202611 holders, $758m22 holders, $18.2bn
Q2 20267 holders, $536m21 holders, $21.3bn
EPRT

Essential Pptys Rlty TR Inc

Holders
7
Reported value
$428m
Buyers
4
Sellers
3

Breadth +1 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 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EPRT (4)

Balyasny Asset Management LLC, MFS Investment Management, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (13)

Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, D. E. Shaw & Co., 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

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 →