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MAA · 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.

MAAWELL
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.
  • MAA
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterMAAWELL
Q3 202010 holders, $1.3bn8 holders, $1.3bn
Q4 20207 holders, $1.5bn8 holders, $2.3bn
Q1 20216 holders, $2.1bn6 holders, $2.8bn
Q2 20216 holders, $2.8bn7 holders, $3.8bn
Q3 20219 holders, $3.0bn8 holders, $4.0bn
Q4 20219 holders, $3.4bn11 holders, $3.9bn
Q1 202215 holders, $2.7bn12 holders, $5.3bn
Q2 202217 holders, $1.9bn15 holders, $5.0bn
Q3 202217 holders, $1.6bn14 holders, $4.0bn
Q4 20227 holders, $1.2bn12 holders, $3.6bn
Q1 202310 holders, $1.0bn9 holders, $4.1bn
Q2 202311 holders, $1.2bn8 holders, $4.7bn
Q3 202310 holders, $1.0bn9 holders, $5.0bn
Q4 202311 holders, $1.4bn12 holders, $4.3bn
Q1 20249 holders, $1.4bn15 holders, $4.6bn
Q2 20247 holders, $1.6bn16 holders, $5.0bn
Q3 20249 holders, $2.4bn18 holders, $7.1bn
Q4 20247 holders, $2.1bn16 holders, $7.0bn
Q1 20257 holders, $2.0bn21 holders, $9.6bn
Q2 20257 holders, $2.0bn25 holders, $10.4bn
Q3 20258 holders, $1.9bn22 holders, $13.2bn
Q4 202511 holders, $1.2bn19 holders, $14.8bn
Q1 20268 holders, $894m22 holders, $18.2bn
Q2 20268 holders, $1.6bn21 holders, $21.3bn
MAA

Mid-america Apartment Communities Inc

Holders
7
Reported value
$2.0bn
Buyers
7
Sellers
1

Breadth +6 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 MAA (3)

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

Only WELL (21)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, 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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