L3VLUP
ProSign in

NHI · 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.

NHIWELL
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.
  • NHI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterNHIWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 20203 holders, $24m8 holders, $2.3bn
Q1 20213 holders, $22m6 holders, $2.8bn
Q2 20211 holders, $3.8m7 holders, $3.8bn
Q3 20212 holders, $3.5m8 holders, $4.0bn
Q4 20212 holders, $6.8m11 holders, $3.9bn
Q1 20223 holders, $6.4m12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 20221 holders, $4.6m14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 20231 holders, $11m9 holders, $4.1bn
Q2 20231 holders, $8.2m8 holders, $4.7bn
Q3 2023none listed holders, n.a.9 holders, $5.0bn
Q4 2023none listed holders, n.a.12 holders, $4.3bn
Q1 20241 holders, $986k15 holders, $4.6bn
Q2 2024none listed holders, n.a.16 holders, $5.0bn
Q3 20241 holders, $4.5m18 holders, $7.1bn
Q4 20242 holders, $40m16 holders, $7.0bn
Q1 20252 holders, $70m21 holders, $9.6bn
Q2 20252 holders, $83m25 holders, $10.4bn
Q3 20251 holders, $22m22 holders, $13.2bn
Q4 20252 holders, $38m19 holders, $14.8bn
Q1 20262 holders, $23m22 holders, $18.2bn
Q2 20261 holders, $2.3m21 holders, $21.3bn
NHI

National Health Investors Inc

Holders
2
Reported value
$83m
Buyers
1
Sellers
1

Breadth 0 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 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NHI (0)

None.

Only WELL (23)

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., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, 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.

Back to the 13F Explorer →