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MMI · 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.

MMIWELL
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.
  • MMI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterMMIWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 20211 holders, $984k6 holders, $2.8bn
Q2 20211 holders, $884k7 holders, $3.8bn
Q3 20211 holders, $941k8 holders, $4.0bn
Q4 20211 holders, $1.2m11 holders, $3.9bn
Q1 20221 holders, $1.1m12 holders, $5.3bn
Q2 20221 holders, $337k15 holders, $5.0bn
Q3 20221 holders, $258k14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 2023none listed holders, n.a.8 holders, $4.7bn
Q3 20231 holders, $394k9 holders, $5.0bn
Q4 20231 holders, $531k12 holders, $4.3bn
Q1 20242 holders, $1.8m15 holders, $4.6bn
Q2 20241 holders, $916k16 holders, $5.0bn
Q3 20241 holders, $1.2m18 holders, $7.1bn
Q4 20241 holders, $1.1m16 holders, $7.0bn
Q1 20251 holders, $1.1m21 holders, $9.6bn
Q2 20251 holders, $945k25 holders, $10.4bn
Q3 20252 holders, $1.7m22 holders, $13.2bn
Q4 20252 holders, $1.8m19 holders, $14.8bn
Q1 20261 holders, $1.2m22 holders, $18.2bn
Q2 20261 holders, $2.5m21 holders, $21.3bn
MMI

Marcus & Millichap Inc

Holders
1
Reported value
$1.1m
Buyers
1
Sellers
0

Breadth +1 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 17 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only MMI (1)

Winton Group Ltd

Only WELL (16)

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