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SBAC · 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.

SBACWELL
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.
  • SBAC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterSBACWELL
Q3 202023 holders, $5.0bn8 holders, $1.3bn
Q4 202023 holders, $5.0bn8 holders, $2.3bn
Q1 202118 holders, $4.4bn6 holders, $2.8bn
Q2 202126 holders, $4.8bn7 holders, $3.8bn
Q3 202122 holders, $4.8bn8 holders, $4.0bn
Q4 202127 holders, $5.5bn11 holders, $3.9bn
Q1 202219 holders, $4.6bn12 holders, $5.3bn
Q2 202218 holders, $4.8bn15 holders, $5.0bn
Q3 202219 holders, $4.3bn14 holders, $4.0bn
Q4 202222 holders, $4.3bn12 holders, $3.6bn
Q1 202324 holders, $2.9bn9 holders, $4.1bn
Q2 202322 holders, $2.4bn8 holders, $4.7bn
Q3 202321 holders, $2.0bn9 holders, $5.0bn
Q4 202320 holders, $2.8bn12 holders, $4.3bn
Q1 202423 holders, $2.4bn15 holders, $4.6bn
Q2 202421 holders, $2.0bn16 holders, $5.0bn
Q3 202421 holders, $2.6bn18 holders, $7.1bn
Q4 202419 holders, $2.8bn16 holders, $7.0bn
Q1 202519 holders, $3.3bn21 holders, $9.6bn
Q2 202514 holders, $3.0bn25 holders, $10.4bn
Q3 202512 holders, $2.5bn22 holders, $13.2bn
Q4 202510 holders, $3.2bn19 holders, $14.8bn
Q1 202612 holders, $3.0bn22 holders, $18.2bn
Q2 202610 holders, $2.9bn21 holders, $21.3bn
SBAC

Sba Communications Corp

Holders
19
Reported value
$2.8bn
Buyers
9
Sellers
13

Breadth -4 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 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SBAC (13)

AQR Capital Management LLC, Brevan Howard Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Soroban Capital Partners LP, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP

Only WELL (10)

Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Citadel Advisors LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors 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.

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