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ELS · 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.

ELSWELL
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.
  • ELS
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterELSWELL
Q3 202016 holders, $1.4bn8 holders, $1.3bn
Q4 202014 holders, $1.3bn8 holders, $2.3bn
Q1 202116 holders, $1.7bn6 holders, $2.8bn
Q2 202114 holders, $2.2bn7 holders, $3.8bn
Q3 202112 holders, $2.5bn8 holders, $4.0bn
Q4 202115 holders, $2.9bn11 holders, $3.9bn
Q1 202213 holders, $2.3bn12 holders, $5.3bn
Q2 202213 holders, $2.2bn15 holders, $5.0bn
Q3 202211 holders, $1.7bn14 holders, $4.0bn
Q4 20229 holders, $1.9bn12 holders, $3.6bn
Q1 202310 holders, $1.7bn9 holders, $4.1bn
Q2 20238 holders, $2.0bn8 holders, $4.7bn
Q3 20239 holders, $1.8bn9 holders, $5.0bn
Q4 20238 holders, $1.9bn12 holders, $4.3bn
Q1 202413 holders, $1.4bn15 holders, $4.6bn
Q2 202415 holders, $1.2bn16 holders, $5.0bn
Q3 202411 holders, $1.1bn18 holders, $7.1bn
Q4 202412 holders, $987m16 holders, $7.0bn
Q1 202511 holders, $784m21 holders, $9.6bn
Q2 202511 holders, $738m25 holders, $10.4bn
Q3 20258 holders, $849m22 holders, $13.2bn
Q4 20256 holders, $1.4bn19 holders, $14.8bn
Q1 20267 holders, $1.6bn22 holders, $18.2bn
Q2 20266 holders, $1.5bn21 holders, $21.3bn
ELS

Equity Lifestyle Pptys Inc

Holders
11
Reported value
$1.1bn
Buyers
4
Sellers
7

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

Only ELS (7)

Arrowstreet Capital LP, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, MFS Investment Management, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC

Only WELL (14)

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, 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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