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TRNO · 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.

TRNOWELL
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.
  • TRNO
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterTRNOWELL
Q3 20202 holders, $315m8 holders, $1.3bn
Q4 20202 holders, $332m8 holders, $2.3bn
Q1 20212 holders, $346m6 holders, $2.8bn
Q2 20212 holders, $373m7 holders, $3.8bn
Q3 20213 holders, $390m8 holders, $4.0bn
Q4 20213 holders, $511m11 holders, $3.9bn
Q1 20223 holders, $501m12 holders, $5.3bn
Q2 20224 holders, $439m15 holders, $5.0bn
Q3 20224 holders, $203m14 holders, $4.0bn
Q4 20223 holders, $175m12 holders, $3.6bn
Q1 20235 holders, $451m9 holders, $4.1bn
Q2 20236 holders, $475m8 holders, $4.7bn
Q3 20236 holders, $501m9 holders, $5.0bn
Q4 20236 holders, $634m12 holders, $4.3bn
Q1 20247 holders, $1.2bn15 holders, $4.6bn
Q2 20246 holders, $1.1bn16 holders, $5.0bn
Q3 20246 holders, $1.4bn18 holders, $7.1bn
Q4 20246 holders, $949m16 holders, $7.0bn
Q1 20255 holders, $1.0bn21 holders, $9.6bn
Q2 20255 holders, $822m25 holders, $10.4bn
Q3 20253 holders, $900m22 holders, $13.2bn
Q4 20253 holders, $890m19 holders, $14.8bn
Q1 20266 holders, $1.1bn22 holders, $18.2bn
Q2 20267 holders, $1.2bn21 holders, $21.3bn
TRNO

Terreno Realty Corp

Holders
6
Reported value
$949m
Buyers
2
Sellers
3

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

Only TRNO (3)

First Eagle Investment Management LLC, Freestone Grove Partners LP, MFS Investment Management

Only WELL (13)

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