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KRG · 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.

KRGWELL
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.
  • KRG
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterKRGWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 2021none listed holders, n.a.7 holders, $3.8bn
Q3 20211 holders, $4.2m8 holders, $4.0bn
Q4 20213 holders, $80m11 holders, $3.9bn
Q1 20223 holders, $37m12 holders, $5.3bn
Q2 20222 holders, $36m15 holders, $5.0bn
Q3 20222 holders, $44m14 holders, $4.0bn
Q4 20223 holders, $62m12 holders, $3.6bn
Q1 20233 holders, $57m9 holders, $4.1bn
Q2 20234 holders, $76m8 holders, $4.7bn
Q3 20233 holders, $80m9 holders, $5.0bn
Q4 20237 holders, $136m12 holders, $4.3bn
Q1 20245 holders, $106m15 holders, $4.6bn
Q2 20241 holders, $15m16 holders, $5.0bn
Q3 20245 holders, $181m18 holders, $7.1bn
Q4 20243 holders, $145m16 holders, $7.0bn
Q1 20255 holders, $43m21 holders, $9.6bn
Q2 20252 holders, $17m25 holders, $10.4bn
Q3 20252 holders, $24m22 holders, $13.2bn
Q4 20251 holders, $1.1m19 holders, $14.8bn
Q1 20263 holders, $19m22 holders, $18.2bn
Q2 20264 holders, $21m21 holders, $21.3bn
KRG

Kite Realty Group Trust

Holders
5
Reported value
$43m
Buyers
5
Sellers
0

Breadth +5 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 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KRG (3)

Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP

Only WELL (19)

Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., 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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