Holders over time
- LAMR
- WELL
| Quarter | LAMR | WELL |
|---|---|---|
| Q3 2020 | 8 holders, $742m | 8 holders, $1.3bn |
| Q4 2020 | 8 holders, $911m | 8 holders, $2.3bn |
| Q1 2021 | 7 holders, $1.5bn | 6 holders, $2.8bn |
| Q2 2021 | 8 holders, $1.8bn | 7 holders, $3.8bn |
| Q3 2021 | 8 holders, $1.9bn | 8 holders, $4.0bn |
| Q4 2021 | 10 holders, $1.9bn | 11 holders, $3.9bn |
| Q1 2022 | 8 holders, $1.7bn | 12 holders, $5.3bn |
| Q2 2022 | 10 holders, $1.1bn | 15 holders, $5.0bn |
| Q3 2022 | 10 holders, $1.0bn | 14 holders, $4.0bn |
| Q4 2022 | 10 holders, $1.3bn | 12 holders, $3.6bn |
| Q1 2023 | 6 holders, $1.3bn | 9 holders, $4.1bn |
| Q2 2023 | 8 holders, $1.4bn | 8 holders, $4.7bn |
| Q3 2023 | 9 holders, $1.2bn | 9 holders, $5.0bn |
| Q4 2023 | 9 holders, $1.6bn | 12 holders, $4.3bn |
| Q1 2024 | 9 holders, $1.7bn | 15 holders, $4.6bn |
| Q2 2024 | 9 holders, $1.8bn | 16 holders, $5.0bn |
| Q3 2024 | 11 holders, $2.1bn | 18 holders, $7.1bn |
| Q4 2024 | 10 holders, $1.7bn | 16 holders, $7.0bn |
| Q1 2025 | 17 holders, $1.6bn | 21 holders, $9.6bn |
| Q2 2025 | 13 holders, $2.0bn | 25 holders, $10.4bn |
| Q3 2025 | 12 holders, $1.6bn | 22 holders, $13.2bn |
| Q4 2025 | 14 holders, $1.5bn | 19 holders, $14.8bn |
| Q1 2026 | 9 holders, $1.2bn | 22 holders, $18.2bn |
| Q2 2026 | 9 holders, $1.5bn | 21 holders, $21.3bn |
Lamar Advertising Co
- Holders
- 17
- Reported value
- $1.6bn
- Buyers
- 13
- Sellers
- 4
Breadth +9 among 95 comparable managers.
Welltower Inc
- Holders
- 21
- Reported value
- $9.6bn
- Buyers
- 17
- Sellers
- 4
Breadth +13 among 95 comparable managers.
Who holds both, Q1 2025
Both (9)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Quantbot Technologies LP, Wellington Management Group LLP
Only LAMR (8)
AQR Capital Management LLC, Artisan Partners LP, Capital World Investors, Freestone Grove Partners LP, Markel Group Inc, MFS Investment Management, Tudor Investment Corp, Voloridge Investment Management LLC
Only WELL (12)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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.