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ESS · 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.

ESSWELL
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.
  • ESS
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterESSWELL
Q3 202010 holders, $617m8 holders, $1.3bn
Q4 20205 holders, $115m8 holders, $2.3bn
Q1 20214 holders, $154m6 holders, $2.8bn
Q2 20213 holders, $185m7 holders, $3.8bn
Q3 20215 holders, $518m8 holders, $4.0bn
Q4 20217 holders, $571m11 holders, $3.9bn
Q1 20229 holders, $1.1bn12 holders, $5.3bn
Q2 202215 holders, $871m15 holders, $5.0bn
Q3 202213 holders, $1.3bn14 holders, $4.0bn
Q4 202211 holders, $755m12 holders, $3.6bn
Q1 20237 holders, $1.1bn9 holders, $4.1bn
Q2 20235 holders, $1.2bn8 holders, $4.7bn
Q3 20236 holders, $1.2bn9 holders, $5.0bn
Q4 20237 holders, $1.3bn12 holders, $4.3bn
Q1 20245 holders, $755m15 holders, $4.6bn
Q2 20245 holders, $1.1bn16 holders, $5.0bn
Q3 20245 holders, $1.2bn18 holders, $7.1bn
Q4 202411 holders, $1.5bn16 holders, $7.0bn
Q1 20259 holders, $1.6bn21 holders, $9.6bn
Q2 20254 holders, $1.5bn25 holders, $10.4bn
Q3 20253 holders, $1.3bn22 holders, $13.2bn
Q4 20253 holders, $1.1bn19 holders, $14.8bn
Q1 20264 holders, $1.1bn22 holders, $18.2bn
Q2 20262 holders, $1.2bn21 holders, $21.3bn
ESS

Essex Property Trust Inc

Holders
9
Reported value
$1.6bn
Buyers
7
Sellers
3

Breadth +4 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 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ESS (4)

Hudson Bay Capital Management LP, MFS Investment Management, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC

Only WELL (16)

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, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, 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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