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RITM · 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.
  • RITM
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterRITMWELL
Q3 20203 holders, $55m8 holders, $1.3bn
Q4 20202 holders, $47m8 holders, $2.3bn
Q1 20211 holders, $45m6 holders, $2.8bn
Q2 20213 holders, $88m7 holders, $3.8bn
Q3 20212 holders, $26m8 holders, $4.0bn
Q4 20212 holders, $43m11 holders, $3.9bn
Q1 20221 holders, $29m12 holders, $5.3bn
Q2 20222 holders, $27m15 holders, $5.0bn
Q3 20221 holders, $21m14 holders, $4.0bn
Q4 20223 holders, $43m12 holders, $3.6bn
Q1 20233 holders, $38m9 holders, $4.1bn
Q2 20232 holders, $51m8 holders, $4.7bn
Q3 20234 holders, $81m9 holders, $5.0bn
Q4 20231 holders, $17m12 holders, $4.3bn
Q1 20241 holders, $19m15 holders, $4.6bn
Q2 20245 holders, $90m16 holders, $5.0bn
Q3 20247 holders, $186m18 holders, $7.1bn
Q4 20244 holders, $124m16 holders, $7.0bn
Q1 20253 holders, $72m21 holders, $9.6bn
Q2 20254 holders, $82m25 holders, $10.4bn
Q3 20255 holders, $121m22 holders, $13.2bn
Q4 20256 holders, $95m19 holders, $14.8bn
Q1 20267 holders, $101m22 holders, $18.2bn
Q2 20267 holders, $49m21 holders, $21.3bn
RITM

New Residential Invt Corp

Holders
3
Reported value
$72m
Buyers
2
Sellers
1

Breadth +1 among 95 comparable managers.

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 23 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.

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