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PLD · 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.

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.
  • PLD
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterPLDWELL
Q3 202015 holders, $8.1bn8 holders, $1.3bn
Q4 202020 holders, $7.5bn8 holders, $2.3bn
Q1 202124 holders, $8.0bn6 holders, $2.8bn
Q2 202121 holders, $9.0bn7 holders, $3.8bn
Q3 202121 holders, $10.0bn8 holders, $4.0bn
Q4 202119 holders, $13.4bn11 holders, $3.9bn
Q1 202218 holders, $12.3bn12 holders, $5.3bn
Q2 202227 holders, $9.0bn15 holders, $5.0bn
Q3 202228 holders, $8.1bn14 holders, $4.0bn
Q4 202226 holders, $9.4bn12 holders, $3.6bn
Q1 202324 holders, $10.1bn9 holders, $4.1bn
Q2 202322 holders, $9.3bn8 holders, $4.7bn
Q3 202321 holders, $8.4bn9 holders, $5.0bn
Q4 202317 holders, $11.0bn12 holders, $4.3bn
Q1 202419 holders, $10.8bn15 holders, $4.6bn
Q2 202417 holders, $9.2bn16 holders, $5.0bn
Q3 202416 holders, $10.5bn18 holders, $7.1bn
Q4 202415 holders, $9.1bn16 holders, $7.0bn
Q1 202515 holders, $10.3bn21 holders, $9.6bn
Q2 202517 holders, $9.4bn25 holders, $10.4bn
Q3 202520 holders, $9.8bn22 holders, $13.2bn
Q4 202518 holders, $10.6bn19 holders, $14.8bn
Q1 202620 holders, $10.9bn22 holders, $18.2bn
Q2 202623 holders, $11.1bn21 holders, $21.3bn
PLD

Prologis Inc.

Holders
20
Reported value
$9.8bn
Buyers
10
Sellers
11

Breadth -1 among 95 comparable managers.

WELL

Welltower Inc

Holders
22
Reported value
$13.2bn
Buyers
12
Sellers
9

Breadth +3 among 95 comparable managers.

Who holds both, Q3 2025

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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