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JLL · 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.

JLLWELL
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.
  • JLL
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterJLLWELL
Q3 20201 holders, $2.2m8 holders, $1.3bn
Q4 20203 holders, $438m8 holders, $2.3bn
Q1 20215 holders, $576m6 holders, $2.8bn
Q2 20217 holders, $876m7 holders, $3.8bn
Q3 20217 holders, $1.1bn8 holders, $4.0bn
Q4 20219 holders, $1.3bn11 holders, $3.9bn
Q1 20227 holders, $1.2bn12 holders, $5.3bn
Q2 20229 holders, $834m15 holders, $5.0bn
Q3 20228 holders, $702m14 holders, $4.0bn
Q4 20227 holders, $950m12 holders, $3.6bn
Q1 20236 holders, $863m9 holders, $4.1bn
Q2 20238 holders, $951m8 holders, $4.7bn
Q3 20238 holders, $948m9 holders, $5.0bn
Q4 20239 holders, $1.3bn12 holders, $4.3bn
Q1 20247 holders, $1.2bn15 holders, $4.6bn
Q2 20247 holders, $1.4bn16 holders, $5.0bn
Q3 20248 holders, $1.9bn18 holders, $7.1bn
Q4 202413 holders, $1.5bn16 holders, $7.0bn
Q1 20257 holders, $1.1bn21 holders, $9.6bn
Q2 202510 holders, $1.4bn25 holders, $10.4bn
Q3 202510 holders, $1.7bn22 holders, $13.2bn
Q4 202510 holders, $2.3bn19 holders, $14.8bn
Q1 202611 holders, $2.1bn22 holders, $18.2bn
Q2 202610 holders, $2.2bn21 holders, $21.3bn
JLL

Jones Lang Lasalle Inc

Holders
13
Reported value
$1.5bn
Buyers
9
Sellers
5

Breadth +4 among 94 comparable managers.

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

Only JLL (8)

AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management

Only WELL (11)

Acadian Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, 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.

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