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IVT · 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.

IVTWELL
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.
  • IVT
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterIVTWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 2021none listed holders, n.a.7 holders, $3.8bn
Q3 2021none listed holders, n.a.8 holders, $4.0bn
Q4 20211 holders, $27m11 holders, $3.9bn
Q1 20221 holders, $10m12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 2022none listed holders, n.a.14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 20231 holders, $8.5m8 holders, $4.7bn
Q3 20231 holders, $15m9 holders, $5.0bn
Q4 20232 holders, $24m12 holders, $4.3bn
Q1 20243 holders, $33m15 holders, $4.6bn
Q2 20242 holders, $20m16 holders, $5.0bn
Q3 20242 holders, $48m18 holders, $7.1bn
Q4 20241 holders, $6.9m16 holders, $7.0bn
Q1 20251 holders, $19m21 holders, $9.6bn
Q2 2025none listed holders, n.a.25 holders, $10.4bn
Q3 20252 holders, $37m22 holders, $13.2bn
Q4 20251 holders, $21m19 holders, $14.8bn
Q1 2026none listed holders, n.a.22 holders, $18.2bn
Q2 20261 holders, $2.1m21 holders, $21.3bn
IVT

Inventrust Pptys Corp

Holders
2
Reported value
$48m
Buyers
2
Sellers
0

Breadth +2 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 20 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only IVT (2)

Balyasny Asset Management LLC, Verition Fund Management LLC

Only WELL (18)

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, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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