L3VLUP

DHC · 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.

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.
  • DHC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterDHCWELL
Q3 20201 holders, $79k8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 20211 holders, $71k7 holders, $3.8bn
Q3 20211 holders, $291k8 holders, $4.0bn
Q4 20211 holders, $1.1m11 holders, $3.9bn
Q1 20222 holders, $2.2m12 holders, $5.3bn
Q2 20222 holders, $1.7m15 holders, $5.0bn
Q3 20222 holders, $1.0m14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 20231 holders, $526k8 holders, $4.7bn
Q3 20231 holders, $1.1m9 holders, $5.0bn
Q4 20232 holders, $53m12 holders, $4.3bn
Q1 20241 holders, $737k15 holders, $4.6bn
Q2 20241 holders, $830k16 holders, $5.0bn
Q3 20242 holders, $51m18 holders, $7.1bn
Q4 20241 holders, $179k16 holders, $7.0bn
Q1 2025none listed holders, n.a.21 holders, $9.6bn
Q2 20252 holders, $7.7m25 holders, $10.4bn
Q3 20252 holders, $9.7m22 holders, $13.2bn
Q4 20252 holders, $10m19 holders, $14.8bn
Q1 20263 holders, $56m22 holders, $18.2bn
Q2 20263 holders, $80m21 holders, $21.3bn
DHC

Diversified Healthcare TR

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

WELL

Welltower Inc

Holders
21
Reported value
$9.6bn
Buyers
17
Sellers
4

Breadth +13 among 95 comparable managers.

Who holds both, Q1 2025

Among the 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →