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FRT · 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.

FRTWELL
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.
  • FRT
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterFRTWELL
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 20211 holders, $3.2m11 holders, $3.9bn
Q1 20226 holders, $594m12 holders, $5.3bn
Q2 20224 holders, $434m15 holders, $5.0bn
Q3 20224 holders, $739m14 holders, $4.0bn
Q4 20224 holders, $857m12 holders, $3.6bn
Q1 20231 holders, $589m9 holders, $4.1bn
Q2 20232 holders, $580m8 holders, $4.7bn
Q3 20232 holders, $621m9 holders, $5.0bn
Q4 20235 holders, $449m12 holders, $4.3bn
Q1 20244 holders, $481m15 holders, $4.6bn
Q2 20245 holders, $474m16 holders, $5.0bn
Q3 202410 holders, $435m18 holders, $7.1bn
Q4 20247 holders, $732m16 holders, $7.0bn
Q1 20256 holders, $318m21 holders, $9.6bn
Q2 20259 holders, $358m25 holders, $10.4bn
Q3 20258 holders, $395m22 holders, $13.2bn
Q4 20258 holders, $482m19 holders, $14.8bn
Q1 20267 holders, $485m22 holders, $18.2bn
Q2 20266 holders, $768m21 holders, $21.3bn
FRT

Federal Rlty Invt TR New

Holders
9
Reported value
$358m
Buyers
5
Sellers
3

Breadth +2 among 95 comparable managers.

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

Only FRT (3)

Holocene Advisors LP, Hudson Bay Capital Management LP, MFS Investment Management

Only WELL (19)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP

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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