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LAMR · 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.

LAMRWELL
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.
  • LAMR
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterLAMRWELL
Q3 20208 holders, $742m8 holders, $1.3bn
Q4 20208 holders, $911m8 holders, $2.3bn
Q1 20217 holders, $1.5bn6 holders, $2.8bn
Q2 20218 holders, $1.8bn7 holders, $3.8bn
Q3 20218 holders, $1.9bn8 holders, $4.0bn
Q4 202110 holders, $1.9bn11 holders, $3.9bn
Q1 20228 holders, $1.7bn12 holders, $5.3bn
Q2 202210 holders, $1.1bn15 holders, $5.0bn
Q3 202210 holders, $1.0bn14 holders, $4.0bn
Q4 202210 holders, $1.3bn12 holders, $3.6bn
Q1 20236 holders, $1.3bn9 holders, $4.1bn
Q2 20238 holders, $1.4bn8 holders, $4.7bn
Q3 20239 holders, $1.2bn9 holders, $5.0bn
Q4 20239 holders, $1.6bn12 holders, $4.3bn
Q1 20249 holders, $1.7bn15 holders, $4.6bn
Q2 20249 holders, $1.8bn16 holders, $5.0bn
Q3 202411 holders, $2.1bn18 holders, $7.1bn
Q4 202410 holders, $1.7bn16 holders, $7.0bn
Q1 202517 holders, $1.6bn21 holders, $9.6bn
Q2 202513 holders, $2.0bn25 holders, $10.4bn
Q3 202512 holders, $1.6bn22 holders, $13.2bn
Q4 202514 holders, $1.5bn19 holders, $14.8bn
Q1 20269 holders, $1.2bn22 holders, $18.2bn
Q2 20269 holders, $1.5bn21 holders, $21.3bn
LAMR

Lamar Advertising Co

Holders
14
Reported value
$1.5bn
Buyers
15
Sellers
18

Breadth -3 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LAMR (9)

AQR Capital Management LLC, Berkshire Hathaway Inc, Egerton Capital UK LLP, Markel Group Inc, MFS Investment Management, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only WELL (14)

Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, 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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