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FPI · 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.

FPIWELL
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.
  • FPI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterFPIWELL
Q3 20201 holders, $296k8 holders, $1.3bn
Q4 20201 holders, $387k8 holders, $2.3bn
Q1 20211 holders, $499k6 holders, $2.8bn
Q2 20211 holders, $536k7 holders, $3.8bn
Q3 20211 holders, $534k8 holders, $4.0bn
Q4 20211 holders, $532k11 holders, $3.9bn
Q1 2022none listed holders, n.a.12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 2022none listed holders, n.a.14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 2023none listed holders, n.a.8 holders, $4.7bn
Q3 2023none listed holders, n.a.9 holders, $5.0bn
Q4 2023none listed holders, n.a.12 holders, $4.3bn
Q1 2024none listed holders, n.a.15 holders, $4.6bn
Q2 20241 holders, $40m16 holders, $5.0bn
Q3 2024none listed holders, n.a.18 holders, $7.1bn
Q4 20241 holders, $44m16 holders, $7.0bn
Q1 2025none listed holders, n.a.21 holders, $9.6bn
Q2 2025none listed holders, n.a.25 holders, $10.4bn
Q3 2025none listed holders, n.a.22 holders, $13.2bn
Q4 2025none listed holders, n.a.19 holders, $14.8bn
Q1 2026none listed holders, n.a.22 holders, $18.2bn
Q2 2026none listed holders, n.a.21 holders, $21.3bn
FPI

Farmland Partners Inc

Holders
0
Reported value
$0
Buyers
18
Sellers
7

Breadth +11 among 92 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
19
Reported value
$14.8bn
Buyers
16
Sellers
18

Breadth -2 among 92 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q4 2025

Among the 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only FPI (0)

None.

Only WELL (19)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops 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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