L3VLUP
ProSign in

AGNC · 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.

AGNCWELL
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.
  • AGNC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterAGNCWELL
Q3 20207 holders, $285m8 holders, $1.3bn
Q4 20205 holders, $194m8 holders, $2.3bn
Q1 20214 holders, $34m6 holders, $2.8bn
Q2 20213 holders, $69m7 holders, $3.8bn
Q3 20213 holders, $26m8 holders, $4.0bn
Q4 20212 holders, $29m11 holders, $3.9bn
Q1 20222 holders, $13m12 holders, $5.3bn
Q2 20222 holders, $7.6m15 holders, $5.0bn
Q3 20223 holders, $25m14 holders, $4.0bn
Q4 20225 holders, $84m12 holders, $3.6bn
Q1 20235 holders, $84m9 holders, $4.1bn
Q2 20233 holders, $35m8 holders, $4.7bn
Q3 20233 holders, $46m9 holders, $5.0bn
Q4 20231 holders, $3.0m12 holders, $4.3bn
Q1 20243 holders, $36m15 holders, $4.6bn
Q2 20243 holders, $90m16 holders, $5.0bn
Q3 20244 holders, $94m18 holders, $7.1bn
Q4 20243 holders, $7.0m16 holders, $7.0bn
Q1 20252 holders, $35m21 holders, $9.6bn
Q2 20254 holders, $66m25 holders, $10.4bn
Q3 20252 holders, $80m22 holders, $13.2bn
Q4 20253 holders, $118m19 holders, $14.8bn
Q1 20262 holders, $32m22 holders, $18.2bn
Q2 20263 holders, $39m21 holders, $21.3bn
AGNC

American Capital Agency Corp

Holders
2
Reported value
$80m
Buyers
2
Sellers
0

Breadth +2 among 95 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
22
Reported value
$13.2bn
Buyers
12
Sellers
9

Breadth +3 among 95 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q3 2025

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AGNC (0)

None.

Only WELL (20)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, 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 →