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EPR · 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.

EPRWELL
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.
  • EPR
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterEPRWELL
Q3 20203 holders, $112m8 holders, $1.3bn
Q4 20205 holders, $266m8 holders, $2.3bn
Q1 20214 holders, $396m6 holders, $2.8bn
Q2 20213 holders, $416m7 holders, $3.8bn
Q3 20213 holders, $399m8 holders, $4.0bn
Q4 20213 holders, $372m11 holders, $3.9bn
Q1 20225 holders, $381m12 holders, $5.3bn
Q2 20223 holders, $275m15 holders, $5.0bn
Q3 20222 holders, $227m14 holders, $4.0bn
Q4 20222 holders, $232m12 holders, $3.6bn
Q1 20232 holders, $214m9 holders, $4.1bn
Q2 20233 holders, $282m8 holders, $4.7bn
Q3 20233 holders, $236m9 holders, $5.0bn
Q4 20235 holders, $304m12 holders, $4.3bn
Q1 20246 holders, $90m15 holders, $4.6bn
Q2 20244 holders, $98m16 holders, $5.0bn
Q3 20245 holders, $149m18 holders, $7.1bn
Q4 20244 holders, $107m16 holders, $7.0bn
Q1 20253 holders, $151m21 holders, $9.6bn
Q2 20253 holders, $183m25 holders, $10.4bn
Q3 20256 holders, $194m22 holders, $13.2bn
Q4 20254 holders, $79m19 holders, $14.8bn
Q1 20263 holders, $67m22 holders, $18.2bn
Q2 20261 holders, $4.2m21 holders, $21.3bn
EPR

Epr Pptys

Holders
6
Reported value
$194m
Buyers
4
Sellers
2

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

Only EPR (2)

Caxton Associates LLP, Verition Fund Management LLC

Only WELL (18)

Acadian Asset Management LLC, AllianceBernstein LP, 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, 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.

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