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CUBE · 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.

CUBEWELL
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.
  • CUBE
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCUBEWELL
Q3 20206 holders, $1.2bn8 holders, $1.3bn
Q4 20207 holders, $1.1bn8 holders, $2.3bn
Q1 20217 holders, $1.2bn6 holders, $2.8bn
Q2 20218 holders, $1.6bn7 holders, $3.8bn
Q3 202111 holders, $1.7bn8 holders, $4.0bn
Q4 202119 holders, $2.4bn11 holders, $3.9bn
Q1 202217 holders, $2.2bn12 holders, $5.3bn
Q2 202212 holders, $2.1bn15 holders, $5.0bn
Q3 202213 holders, $1.9bn14 holders, $4.0bn
Q4 202210 holders, $1.8bn12 holders, $3.6bn
Q1 202313 holders, $2.0bn9 holders, $4.1bn
Q2 202313 holders, $1.6bn8 holders, $4.7bn
Q3 20239 holders, $1.2bn9 holders, $5.0bn
Q4 202310 holders, $1.5bn12 holders, $4.3bn
Q1 202411 holders, $1.5bn15 holders, $4.6bn
Q2 202411 holders, $1.4bn16 holders, $5.0bn
Q3 202411 holders, $1.7bn18 holders, $7.1bn
Q4 20248 holders, $1.2bn16 holders, $7.0bn
Q1 202511 holders, $1.1bn21 holders, $9.6bn
Q2 202510 holders, $606m25 holders, $10.4bn
Q3 20256 holders, $533m22 holders, $13.2bn
Q4 202513 holders, $684m19 holders, $14.8bn
Q1 202611 holders, $686m22 holders, $18.2bn
Q2 202610 holders, $933m21 holders, $21.3bn
CUBE

Cubesmart

Holders
11
Reported value
$1.7bn
Buyers
7
Sellers
4

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

Only CUBE (6)

Balyasny Asset Management LLC, Capital World Investors, Holocene Advisors LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (13)

Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, 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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