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EGP · 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.

EGPWELL
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.
  • EGP
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterEGPWELL
Q3 20202 holders, $341m8 holders, $1.3bn
Q4 20202 holders, $372m8 holders, $2.3bn
Q1 20212 holders, $420m6 holders, $2.8bn
Q2 20212 holders, $487m7 holders, $3.8bn
Q3 20212 holders, $498m8 holders, $4.0bn
Q4 20214 holders, $693m11 holders, $3.9bn
Q1 20223 holders, $636m12 holders, $5.3bn
Q2 20228 holders, $623m15 holders, $5.0bn
Q3 20225 holders, $161m14 holders, $4.0bn
Q4 20224 holders, $129m12 holders, $3.6bn
Q1 20233 holders, $144m9 holders, $4.1bn
Q2 20234 holders, $187m8 holders, $4.7bn
Q3 20238 holders, $402m9 holders, $5.0bn
Q4 20239 holders, $290m12 holders, $4.3bn
Q1 202412 holders, $350m15 holders, $4.6bn
Q2 202410 holders, $427m16 holders, $5.0bn
Q3 202412 holders, $510m18 holders, $7.1bn
Q4 202411 holders, $504m16 holders, $7.0bn
Q1 202510 holders, $477m21 holders, $9.6bn
Q2 20259 holders, $450m25 holders, $10.4bn
Q3 20256 holders, $402m22 holders, $13.2bn
Q4 20256 holders, $377m19 holders, $14.8bn
Q1 20264 holders, $366m22 holders, $18.2bn
Q2 20266 holders, $498m21 holders, $21.3bn
EGP

Eastgroup Ppty Inc

Holders
12
Reported value
$510m
Buyers
8
Sellers
4

Breadth +4 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 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EGP (9)

Balyasny Asset Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (15)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), 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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