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AMT · 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.

AMTWELL
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.
  • AMT
  • WELL
010203040202120222023202420252026
Holders and value by quarter
QuarterAMTWELL
Q3 202034 holders, $18.1bn8 holders, $1.3bn
Q4 202029 holders, $15.3bn8 holders, $2.3bn
Q1 202121 holders, $15.3bn6 holders, $2.8bn
Q2 202123 holders, $17.2bn7 holders, $3.8bn
Q3 202128 holders, $16.9bn8 holders, $4.0bn
Q4 202124 holders, $17.1bn11 holders, $3.9bn
Q1 202222 holders, $13.4bn12 holders, $5.3bn
Q2 202225 holders, $15.2bn15 holders, $5.0bn
Q3 202227 holders, $12.7bn14 holders, $4.0bn
Q4 202222 holders, $13.0bn12 holders, $3.6bn
Q1 202332 holders, $12.6bn9 holders, $4.1bn
Q2 202328 holders, $11.7bn8 holders, $4.7bn
Q3 202329 holders, $9.5bn9 holders, $5.0bn
Q4 202323 holders, $12.8bn12 holders, $4.3bn
Q1 202426 holders, $11.7bn15 holders, $4.6bn
Q2 202429 holders, $11.3bn16 holders, $5.0bn
Q3 202428 holders, $14.0bn18 holders, $7.1bn
Q4 202426 holders, $11.6bn16 holders, $7.0bn
Q1 202528 holders, $13.9bn21 holders, $9.6bn
Q2 202528 holders, $13.8bn25 holders, $10.4bn
Q3 202530 holders, $9.5bn22 holders, $13.2bn
Q4 202534 holders, $9.0bn19 holders, $14.8bn
Q1 202629 holders, $8.4bn22 holders, $18.2bn
Q2 202631 holders, $8.6bn21 holders, $21.3bn
AMT

American Tower Corp

Holders
28
Reported value
$13.9bn
Buyers
15
Sellers
13

Breadth +2 among 95 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
21
Reported value
$9.6bn
Buyers
17
Sellers
4

Breadth +13 among 95 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q1 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMT (14)

Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital World Investors, Citadel Advisors LLC, Hudson Bay Capital Management LP, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Viking Global Investors LP, Walleye Capital LLC

Only WELL (7)

Acadian Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Woodline Partners LP

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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