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CDP · 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.

CDPWELL
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.
  • CDP
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCDPWELL
Q3 20203 holders, $203m8 holders, $1.3bn
Q4 20202 holders, $82m8 holders, $2.3bn
Q1 20213 holders, $16m6 holders, $2.8bn
Q2 2021none listed holders, n.a.7 holders, $3.8bn
Q3 2021none listed holders, n.a.8 holders, $4.0bn
Q4 20212 holders, $63m11 holders, $3.9bn
Q1 20222 holders, $5.4m12 holders, $5.3bn
Q2 20221 holders, $41m15 holders, $5.0bn
Q3 20222 holders, $38m14 holders, $4.0bn
Q4 20221 holders, $7.1m12 holders, $3.6bn
Q1 20231 holders, $9.6m9 holders, $4.1bn
Q2 20231 holders, $18m8 holders, $4.7bn
Q3 20231 holders, $21m9 holders, $5.0bn
Q4 20234 holders, $76m12 holders, $4.3bn
Q1 20243 holders, $59m15 holders, $4.6bn
Q2 20244 holders, $57m16 holders, $5.0bn
Q3 20247 holders, $107m18 holders, $7.1bn
Q4 20245 holders, $240m16 holders, $7.0bn
Q1 20255 holders, $270m21 holders, $9.6bn
Q2 20254 holders, $266m25 holders, $10.4bn
Q3 20255 holders, $307m22 holders, $13.2bn
Q4 20253 holders, $327m19 holders, $14.8bn
Q1 20262 holders, $314m22 holders, $18.2bn
Q2 20263 holders, $341m21 holders, $21.3bn
CDP

Corporate Office Properties Trust

Holders
5
Reported value
$240m
Buyers
5
Sellers
0

Breadth +5 among 94 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
16
Reported value
$7.0bn
Buyers
10
Sellers
6

Breadth +4 among 94 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q4 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.

Only CDP (4)

AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Woodline Partners LP

Only WELL (15)

Acadian Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, 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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