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FR · 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.

FRWELL
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.
  • FR
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterFRWELL
Q3 202010 holders, $351m8 holders, $1.3bn
Q4 20206 holders, $175m8 holders, $2.3bn
Q1 20215 holders, $136m6 holders, $2.8bn
Q2 20213 holders, $104m7 holders, $3.8bn
Q3 20217 holders, $155m8 holders, $4.0bn
Q4 20217 holders, $300m11 holders, $3.9bn
Q1 20225 holders, $152m12 holders, $5.3bn
Q2 20228 holders, $185m15 holders, $5.0bn
Q3 20227 holders, $125m14 holders, $4.0bn
Q4 20225 holders, $100m12 holders, $3.6bn
Q1 20233 holders, $135m9 holders, $4.1bn
Q2 20236 holders, $128m8 holders, $4.7bn
Q3 20237 holders, $205m9 holders, $5.0bn
Q4 20237 holders, $273m12 holders, $4.3bn
Q1 20248 holders, $307m15 holders, $4.6bn
Q2 20247 holders, $254m16 holders, $5.0bn
Q3 20248 holders, $314m18 holders, $7.1bn
Q4 20248 holders, $275m16 holders, $7.0bn
Q1 202510 holders, $386m21 holders, $9.6bn
Q2 20255 holders, $155m25 holders, $10.4bn
Q3 20254 holders, $119m22 holders, $13.2bn
Q4 20256 holders, $182m19 holders, $14.8bn
Q1 20265 holders, $186m22 holders, $18.2bn
Q2 20265 holders, $86m21 holders, $21.3bn
FR

First Industrial Realty Trust Inc

Holders
8
Reported value
$275m
Buyers
4
Sellers
3

Breadth +1 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 FR (4)

Balyasny Asset Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Woodline Partners LP

Only WELL (12)

Acadian Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies 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.

Back to the 13F Explorer →