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NNN · 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.

NNNWELL
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.
  • NNN
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterNNNWELL
Q3 20204 holders, $540m8 holders, $1.3bn
Q4 20203 holders, $491m8 holders, $2.3bn
Q1 20214 holders, $555m6 holders, $2.8bn
Q2 20216 holders, $750m7 holders, $3.8bn
Q3 20215 holders, $587m8 holders, $4.0bn
Q4 20215 holders, $699m11 holders, $3.9bn
Q1 20225 holders, $695m12 holders, $5.3bn
Q2 20225 holders, $714m15 holders, $5.0bn
Q3 20227 holders, $632m14 holders, $4.0bn
Q4 20226 holders, $716m12 holders, $3.6bn
Q1 20238 holders, $728m9 holders, $4.1bn
Q2 20237 holders, $675m8 holders, $4.7bn
Q3 20236 holders, $250m9 holders, $5.0bn
Q4 20237 holders, $701m12 holders, $4.3bn
Q1 20244 holders, $273m15 holders, $4.6bn
Q2 20246 holders, $337m16 holders, $5.0bn
Q3 20248 holders, $979m18 holders, $7.1bn
Q4 20246 holders, $906m16 holders, $7.0bn
Q1 20259 holders, $1.1bn21 holders, $9.6bn
Q2 202511 holders, $1.2bn25 holders, $10.4bn
Q3 20257 holders, $1.3bn22 holders, $13.2bn
Q4 20258 holders, $1.2bn19 holders, $14.8bn
Q1 20268 holders, $1.3bn22 holders, $18.2bn
Q2 202610 holders, $788m21 holders, $21.3bn
NNN

National Retail Properties Inc

Holders
8
Reported value
$979m
Buyers
6
Sellers
2

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

Only NNN (6)

Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, MFS Investment Management, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only WELL (16)

Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., 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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