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ESRT · 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.

ESRTWELL
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.
  • ESRT
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterESRTWELL
Q3 20204 holders, $174m8 holders, $1.3bn
Q4 20202 holders, $271m8 holders, $2.3bn
Q1 20212 holders, $288m6 holders, $2.8bn
Q2 20212 holders, $296m7 holders, $3.8bn
Q3 20212 holders, $259m8 holders, $4.0bn
Q4 20213 holders, $220m11 holders, $3.9bn
Q1 20223 holders, $244m12 holders, $5.3bn
Q2 20223 holders, $172m15 holders, $5.0bn
Q3 20222 holders, $154m14 holders, $4.0bn
Q4 20222 holders, $126m12 holders, $3.6bn
Q1 20232 holders, $127m9 holders, $4.1bn
Q2 20232 holders, $132m8 holders, $4.7bn
Q3 20232 holders, $128m9 holders, $5.0bn
Q4 20232 holders, $129m12 holders, $4.3bn
Q1 20244 holders, $108m15 holders, $4.6bn
Q2 20242 holders, $65m16 holders, $5.0bn
Q3 20242 holders, $30m18 holders, $7.1bn
Q4 20242 holders, $31m16 holders, $7.0bn
Q1 20251 holders, $12m21 holders, $9.6bn
Q2 20251 holders, $21m25 holders, $10.4bn
Q3 20251 holders, $20m22 holders, $13.2bn
Q4 20251 holders, $24m19 holders, $14.8bn
Q1 20261 holders, $34m22 holders, $18.2bn
Q2 20261 holders, $47m21 holders, $21.3bn
ESRT

Empire State Realty Trust Inc

Holders
1
Reported value
$12m
Buyers
0
Sellers
1

Breadth -1 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 22 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 ESRT (1)

Southeastern Asset Management Inc

Only WELL (21)

Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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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