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WY · 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.

WYWELL
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.
  • WY
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterWYWELL
Q3 202012 holders, $3.9bn8 holders, $1.3bn
Q4 202014 holders, $4.4bn8 holders, $2.3bn
Q1 20217 holders, $3.7bn6 holders, $2.8bn
Q2 202110 holders, $2.9bn7 holders, $3.8bn
Q3 20218 holders, $3.0bn8 holders, $4.0bn
Q4 202110 holders, $3.8bn11 holders, $3.9bn
Q1 202212 holders, $3.2bn12 holders, $5.3bn
Q2 202214 holders, $2.8bn15 holders, $5.0bn
Q3 202216 holders, $2.5bn14 holders, $4.0bn
Q4 202211 holders, $2.7bn12 holders, $3.6bn
Q1 202312 holders, $2.9bn9 holders, $4.1bn
Q2 202314 holders, $3.4bn8 holders, $4.7bn
Q3 202313 holders, $3.3bn9 holders, $5.0bn
Q4 202313 holders, $4.0bn12 holders, $4.3bn
Q1 202412 holders, $4.3bn15 holders, $4.6bn
Q2 202411 holders, $3.4bn16 holders, $5.0bn
Q3 202412 holders, $3.9bn18 holders, $7.1bn
Q4 202413 holders, $3.3bn16 holders, $7.0bn
Q1 202515 holders, $3.4bn21 holders, $9.6bn
Q2 202512 holders, $2.5bn25 holders, $10.4bn
Q3 20259 holders, $2.4bn22 holders, $13.2bn
Q4 20257 holders, $2.6bn19 holders, $14.8bn
Q1 20268 holders, $2.7bn22 holders, $18.2bn
Q2 20268 holders, $2.6bn21 holders, $21.3bn
WY

Weyerhaeuser Co

Holders
11
Reported value
$3.4bn
Buyers
9
Sellers
3

Breadth +6 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 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WY (7)

First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, MFS Investment Management, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (12)

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

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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