Holders over time
- LINE
- WELL
| Quarter | LINE | WELL |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 8 holders, $1.3bn |
| Q4 2020 | none listed holders, n.a. | 8 holders, $2.3bn |
| Q1 2021 | none listed holders, n.a. | 6 holders, $2.8bn |
| Q2 2021 | none listed holders, n.a. | 7 holders, $3.8bn |
| Q3 2021 | none listed holders, n.a. | 8 holders, $4.0bn |
| Q4 2021 | none listed holders, n.a. | 11 holders, $3.9bn |
| Q1 2022 | none listed holders, n.a. | 12 holders, $5.3bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $5.0bn |
| Q3 2022 | none listed holders, n.a. | 14 holders, $4.0bn |
| Q4 2022 | none listed holders, n.a. | 12 holders, $3.6bn |
| Q1 2023 | none listed holders, n.a. | 9 holders, $4.1bn |
| Q2 2023 | none listed holders, n.a. | 8 holders, $4.7bn |
| Q3 2023 | none listed holders, n.a. | 9 holders, $5.0bn |
| Q4 2023 | none listed holders, n.a. | 12 holders, $4.3bn |
| Q1 2024 | none listed holders, n.a. | 15 holders, $4.6bn |
| Q2 2024 | none listed holders, n.a. | 16 holders, $5.0bn |
| Q3 2024 | 16 holders, $1.5bn | 18 holders, $7.1bn |
| Q4 2024 | 12 holders, $1.1bn | 16 holders, $7.0bn |
| Q1 2025 | 9 holders, $1.3bn | 21 holders, $9.6bn |
| Q2 2025 | 11 holders, $1.0bn | 25 holders, $10.4bn |
| Q3 2025 | 7 holders, $646m | 22 holders, $13.2bn |
| Q4 2025 | 6 holders, $481m | 19 holders, $14.8bn |
| Q1 2026 | 4 holders, $341m | 22 holders, $18.2bn |
| Q2 2026 | 4 holders, $513m | 21 holders, $21.3bn |
Lineage Cell Theraputics In
- Holders
- 12
- Reported value
- $1.1bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 among 94 comparable managers.
Welltower Inc
- Holders
- 16
- Reported value
- $7.0bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 among 94 comparable managers.
Who holds both, Q4 2024
Both (4)
Capital Research Global Investors, Janus Henderson Group Ltd, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only LINE (8)
Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, D1 Capital Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Quantbot Technologies LP, Woodline Partners LP
Only WELL (12)
Acadian Asset Management LLC, AllianceBernstein LP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, 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.