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CPT · 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.

CPTWELL
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.
  • CPT
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterCPTWELL
Q3 202010 holders, $852m8 holders, $1.3bn
Q4 202011 holders, $770m8 holders, $2.3bn
Q1 202115 holders, $1.2bn6 holders, $2.8bn
Q2 202110 holders, $1.8bn7 holders, $3.8bn
Q3 20218 holders, $1.8bn8 holders, $4.0bn
Q4 202111 holders, $2.3bn11 holders, $3.9bn
Q1 202216 holders, $1.4bn12 holders, $5.3bn
Q2 202212 holders, $959m15 holders, $5.0bn
Q3 202216 holders, $743m14 holders, $4.0bn
Q4 202219 holders, $902m12 holders, $3.6bn
Q1 202316 holders, $691m9 holders, $4.1bn
Q2 202310 holders, $624m8 holders, $4.7bn
Q3 202311 holders, $428m9 holders, $5.0bn
Q4 202312 holders, $834m12 holders, $4.3bn
Q1 202410 holders, $910m15 holders, $4.6bn
Q2 202410 holders, $1.2bn16 holders, $5.0bn
Q3 202411 holders, $1.3bn18 holders, $7.1bn
Q4 20249 holders, $1.1bn16 holders, $7.0bn
Q1 202513 holders, $1.1bn21 holders, $9.6bn
Q2 202511 holders, $1.3bn25 holders, $10.4bn
Q3 202510 holders, $1.4bn22 holders, $13.2bn
Q4 202514 holders, $2.2bn19 holders, $14.8bn
Q1 202610 holders, $2.0bn22 holders, $18.2bn
Q2 20268 holders, $2.3bn21 holders, $21.3bn
CPT

Camden Ppty TR

Holders
9
Reported value
$1.1bn
Buyers
6
Sellers
3

Breadth +3 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 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CPT (5)

Balyasny Asset Management LLC, Freestone Grove Partners LP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP

Only WELL (12)

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

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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