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VTR · 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.

VTRWELL
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.
  • VTR
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterVTRWELL
Q3 20202 holders, $540m8 holders, $1.3bn
Q4 20204 holders, $1.1bn8 holders, $2.3bn
Q1 20215 holders, $1.2bn6 holders, $2.8bn
Q2 20214 holders, $1.3bn7 holders, $3.8bn
Q3 20217 holders, $1.6bn8 holders, $4.0bn
Q4 20217 holders, $1.7bn11 holders, $3.9bn
Q1 20227 holders, $2.1bn12 holders, $5.3bn
Q2 202210 holders, $1.7bn15 holders, $5.0bn
Q3 20229 holders, $1.2bn14 holders, $4.0bn
Q4 20227 holders, $1.4bn12 holders, $3.6bn
Q1 202311 holders, $1.4bn9 holders, $4.1bn
Q2 202312 holders, $1.6bn8 holders, $4.7bn
Q3 20236 holders, $1.2bn9 holders, $5.0bn
Q4 20236 holders, $1.5bn12 holders, $4.3bn
Q1 20248 holders, $1.6bn15 holders, $4.6bn
Q2 202410 holders, $2.0bn16 holders, $5.0bn
Q3 202410 holders, $2.5bn18 holders, $7.1bn
Q4 202417 holders, $2.8bn16 holders, $7.0bn
Q1 202517 holders, $3.3bn21 holders, $9.6bn
Q2 202512 holders, $3.2bn25 holders, $10.4bn
Q3 202515 holders, $4.0bn22 holders, $13.2bn
Q4 202515 holders, $5.3bn19 holders, $14.8bn
Q1 202617 holders, $5.8bn22 holders, $18.2bn
Q2 202613 holders, $5.9bn21 holders, $21.3bn
VTR

Ventas Inc

Holders
17
Reported value
$3.3bn
Buyers
10
Sellers
8

Breadth +2 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VTR (7)

AQR Capital Management LLC, Bridgewater Associates LP, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (11)

Acadian Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Quantbot Technologies LP, 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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