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GLPI · 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.

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.
  • GLPI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterGLPIWELL
Q3 202011 holders, $1.6bn8 holders, $1.3bn
Q4 20209 holders, $1.5bn8 holders, $2.3bn
Q1 20216 holders, $1.5bn6 holders, $2.8bn
Q2 20215 holders, $1.6bn7 holders, $3.8bn
Q3 20217 holders, $2.0bn8 holders, $4.0bn
Q4 202111 holders, $2.3bn11 holders, $3.9bn
Q1 20229 holders, $2.0bn12 holders, $5.3bn
Q2 202214 holders, $2.2bn15 holders, $5.0bn
Q3 202211 holders, $1.9bn14 holders, $4.0bn
Q4 202214 holders, $2.1bn12 holders, $3.6bn
Q1 202310 holders, $1.6bn9 holders, $4.1bn
Q2 20237 holders, $1.5bn8 holders, $4.7bn
Q3 20235 holders, $1.2bn9 holders, $5.0bn
Q4 202311 holders, $1.3bn12 holders, $4.3bn
Q1 20249 holders, $1.2bn15 holders, $4.6bn
Q2 20248 holders, $1.2bn16 holders, $5.0bn
Q3 202411 holders, $1.7bn18 holders, $7.1bn
Q4 20248 holders, $1.6bn16 holders, $7.0bn
Q1 202510 holders, $1.8bn21 holders, $9.6bn
Q2 202512 holders, $1.9bn25 holders, $10.4bn
Q3 202514 holders, $1.8bn22 holders, $13.2bn
Q4 202513 holders, $1.8bn19 holders, $14.8bn
Q1 202613 holders, $1.7bn22 holders, $18.2bn
Q2 202612 holders, $1.8bn21 holders, $21.3bn
GLPI

Gaming & Leisure Pptys Inc

Holders
8
Reported value
$1.6bn
Buyers
2
Sellers
4

Breadth -2 among 94 comparable managers.

WELL

Welltower Inc

Holders
16
Reported value
$7.0bn
Buyers
10
Sellers
6

Breadth +4 among 94 comparable managers.

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.

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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