Holders over time
- KRC
- WELL
| Quarter | KRC | WELL |
|---|---|---|
| Q3 2020 | 4 holders, $154m | 8 holders, $1.3bn |
| Q4 2020 | 3 holders, $5.7m | 8 holders, $2.3bn |
| Q1 2021 | 6 holders, $129m | 6 holders, $2.8bn |
| Q2 2021 | 8 holders, $173m | 7 holders, $3.8bn |
| Q3 2021 | 9 holders, $232m | 8 holders, $4.0bn |
| Q4 2021 | 9 holders, $266m | 11 holders, $3.9bn |
| Q1 2022 | 7 holders, $240m | 12 holders, $5.3bn |
| Q2 2022 | 7 holders, $156m | 15 holders, $5.0bn |
| Q3 2022 | 8 holders, $143m | 14 holders, $4.0bn |
| Q4 2022 | 9 holders, $217m | 12 holders, $3.6bn |
| Q1 2023 | 6 holders, $109m | 9 holders, $4.1bn |
| Q2 2023 | 5 holders, $141m | 8 holders, $4.7bn |
| Q3 2023 | 7 holders, $156m | 9 holders, $5.0bn |
| Q4 2023 | 6 holders, $171m | 12 holders, $4.3bn |
| Q1 2024 | 7 holders, $182m | 15 holders, $4.6bn |
| Q2 2024 | 9 holders, $168m | 16 holders, $5.0bn |
| Q3 2024 | 6 holders, $155m | 18 holders, $7.1bn |
| Q4 2024 | 4 holders, $121m | 16 holders, $7.0bn |
| Q1 2025 | 4 holders, $126m | 21 holders, $9.6bn |
| Q2 2025 | 4 holders, $134m | 25 holders, $10.4bn |
| Q3 2025 | 5 holders, $499m | 22 holders, $13.2bn |
| Q4 2025 | 3 holders, $478m | 19 holders, $14.8bn |
| Q1 2026 | 4 holders, $394m | 22 holders, $18.2bn |
| Q2 2026 | 2 holders, $463m | 21 holders, $21.3bn |
Kilroy Realty Corp
- Holders
- 5
- Reported value
- $499m
- Buyers
- 4
- Sellers
- 0
Breadth +4 among 95 comparable managers.
Welltower Inc
- Holders
- 22
- Reported value
- $13.2bn
- Buyers
- 12
- Sellers
- 9
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Only KRC (2)
Only WELL (19)
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, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, 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.