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SPG · 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.

SPGWELL
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.
  • SPG
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterSPGWELL
Q3 20204 holders, $694m8 holders, $1.3bn
Q4 20208 holders, $1.7bn8 holders, $2.3bn
Q1 202111 holders, $2.4bn6 holders, $2.8bn
Q2 202112 holders, $2.4bn7 holders, $3.8bn
Q3 202112 holders, $2.3bn8 holders, $4.0bn
Q4 202113 holders, $3.0bn11 holders, $3.9bn
Q1 202219 holders, $2.2bn12 holders, $5.3bn
Q2 202220 holders, $2.0bn15 holders, $5.0bn
Q3 202213 holders, $1.6bn14 holders, $4.0bn
Q4 202213 holders, $1.9bn12 holders, $3.6bn
Q1 202311 holders, $1.9bn9 holders, $4.1bn
Q2 202311 holders, $2.0bn8 holders, $4.7bn
Q3 202310 holders, $1.7bn9 holders, $5.0bn
Q4 20239 holders, $2.1bn12 holders, $4.3bn
Q1 202411 holders, $2.7bn15 holders, $4.6bn
Q2 202412 holders, $2.5bn16 holders, $5.0bn
Q3 202415 holders, $2.9bn18 holders, $7.1bn
Q4 202415 holders, $3.0bn16 holders, $7.0bn
Q1 202514 holders, $3.7bn21 holders, $9.6bn
Q2 202518 holders, $3.6bn25 holders, $10.4bn
Q3 202516 holders, $5.6bn22 holders, $13.2bn
Q4 202517 holders, $5.3bn19 holders, $14.8bn
Q1 202616 holders, $6.7bn22 holders, $18.2bn
Q2 202614 holders, $8.5bn21 holders, $21.3bn
SPG

Simon Ppty Group Inc New

Holders
16
Reported value
$5.6bn
Buyers
8
Sellers
8

Breadth 0 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 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SPG (5)

Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, MFS Investment Management, Verition Fund Management LLC, Voloridge Investment Management LLC

Only WELL (11)

Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments 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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