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FRMI · 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.

FRMIWELL
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.
  • FRMI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterFRMIWELL
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 2021none listed holders, n.a.8 holders, $4.0bn
Q4 2021none listed holders, n.a.11 holders, $3.9bn
Q1 2022none listed holders, n.a.12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 2022none listed holders, n.a.14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 2023none listed holders, n.a.8 holders, $4.7bn
Q3 2023none listed holders, n.a.9 holders, $5.0bn
Q4 2023none listed holders, n.a.12 holders, $4.3bn
Q1 2024none listed holders, n.a.15 holders, $4.6bn
Q2 2024none listed holders, n.a.16 holders, $5.0bn
Q3 2024none listed holders, n.a.18 holders, $7.1bn
Q4 2024none listed holders, n.a.16 holders, $7.0bn
Q1 2025none listed holders, n.a.21 holders, $9.6bn
Q2 2025none listed holders, n.a.25 holders, $10.4bn
Q3 2025none listed holders, n.a.22 holders, $13.2bn
Q4 20253 holders, $19m19 holders, $14.8bn
Q1 20263 holders, $10m22 holders, $18.2bn
Q2 20268 holders, $181m21 holders, $21.3bn
FRMI

Fermi Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
25
Reported value
$10.4bn
Buyers
15
Sellers
9

Breadth +6 among 95 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q2 2025

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only FRMI (0)

None.

Only WELL (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors 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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