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CTRE · 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.

CTREWELL
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.
  • CTRE
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCTREWELL
Q3 20203 holders, $53m8 holders, $1.3bn
Q4 20201 holders, $2.1m8 holders, $2.3bn
Q1 20211 holders, $926k6 holders, $2.8bn
Q2 20211 holders, $749k7 holders, $3.8bn
Q3 20211 holders, $932k8 holders, $4.0bn
Q4 20211 holders, $1.4m11 holders, $3.9bn
Q1 20223 holders, $31m12 holders, $5.3bn
Q2 20221 holders, $23m15 holders, $5.0bn
Q3 20221 holders, $26m14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 20236 holders, $220m8 holders, $4.7bn
Q3 20237 holders, $241m9 holders, $5.0bn
Q4 20237 holders, $254m12 holders, $4.3bn
Q1 20245 holders, $361m15 holders, $4.6bn
Q2 20248 holders, $495m16 holders, $5.0bn
Q3 202413 holders, $855m18 holders, $7.1bn
Q4 202410 holders, $584m16 holders, $7.0bn
Q1 20259 holders, $561m21 holders, $9.6bn
Q2 20255 holders, $474m25 holders, $10.4bn
Q3 20259 holders, $550m22 holders, $13.2bn
Q4 20253 holders, $505m19 holders, $14.8bn
Q1 20262 holders, $436m22 holders, $18.2bn
Q2 20268 holders, $558m21 holders, $21.3bn
CTRE

Caretrust REIT Inc

Holders
13
Reported value
$855m
Buyers
8
Sellers
5

Breadth +3 among 94 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
18
Reported value
$7.1bn
Buyers
10
Sellers
9

Breadth +1 among 94 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q3 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 CTRE (11)

Arrowstreet Capital LP, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (16)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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