Holders over time
- WELL
- PLD
| Quarter | WELL | PLD |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 15 holders, $8.1bn |
| Q4 2020 | 8 holders, $2.3bn | 20 holders, $7.5bn |
| Q1 2021 | 6 holders, $2.8bn | 24 holders, $8.0bn |
| Q2 2021 | 7 holders, $3.8bn | 21 holders, $9.0bn |
| Q3 2021 | 8 holders, $4.0bn | 21 holders, $10.0bn |
| Q4 2021 | 11 holders, $3.9bn | 19 holders, $13.4bn |
| Q1 2022 | 12 holders, $5.3bn | 18 holders, $12.3bn |
| Q2 2022 | 15 holders, $5.0bn | 27 holders, $9.0bn |
| Q3 2022 | 14 holders, $4.0bn | 28 holders, $8.1bn |
| Q4 2022 | 12 holders, $3.6bn | 26 holders, $9.4bn |
| Q1 2023 | 9 holders, $4.1bn | 24 holders, $10.1bn |
| Q2 2023 | 8 holders, $4.7bn | 22 holders, $9.3bn |
| Q3 2023 | 9 holders, $5.0bn | 21 holders, $8.4bn |
| Q4 2023 | 12 holders, $4.3bn | 17 holders, $11.0bn |
| Q1 2024 | 15 holders, $4.6bn | 19 holders, $10.8bn |
| Q2 2024 | 16 holders, $5.0bn | 17 holders, $9.2bn |
| Q3 2024 | 18 holders, $7.1bn | 16 holders, $10.5bn |
| Q4 2024 | 16 holders, $7.0bn | 15 holders, $9.1bn |
| Q1 2025 | 21 holders, $9.6bn | 15 holders, $10.3bn |
| Q2 2025 | 25 holders, $10.4bn | 17 holders, $9.4bn |
| Q3 2025 | 22 holders, $13.2bn | 20 holders, $9.8bn |
| Q4 2025 | 19 holders, $14.8bn | 18 holders, $10.6bn |
| Q1 2026 | 22 holders, $18.2bn | 20 holders, $10.9bn |
| Q2 2026 | 21 holders, $21.3bn | 23 holders, $11.1bn |
Welltower Inc
- Holders
- 21
- Reported value
- $9.6bn
- Buyers
- 17
- Sellers
- 4
Breadth +13 among 95 comparable managers.
Prologis Inc.
- Holders
- 15
- Reported value
- $10.3bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 95 comparable managers.
Who holds both, Q1 2025
Both (10)
AllianceBernstein LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only WELL (11)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Point72 Asset Management LP, 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.