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OHI · 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.

OHIWELL
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.
  • OHI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterOHIWELL
Q3 20205 holders, $97m8 holders, $1.3bn
Q4 20204 holders, $142m8 holders, $2.3bn
Q1 202110 holders, $286m6 holders, $2.8bn
Q2 20217 holders, $202m7 holders, $3.8bn
Q3 20213 holders, $20m8 holders, $4.0bn
Q4 20214 holders, $44m11 holders, $3.9bn
Q1 20222 holders, $4.5m12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 20224 holders, $51m14 holders, $4.0bn
Q4 20225 holders, $46m12 holders, $3.6bn
Q1 20233 holders, $35m9 holders, $4.1bn
Q2 20233 holders, $91m8 holders, $4.7bn
Q3 20234 holders, $103m9 holders, $5.0bn
Q4 20234 holders, $83m12 holders, $4.3bn
Q1 20242 holders, $90m15 holders, $4.6bn
Q2 20245 holders, $147m16 holders, $5.0bn
Q3 20242 holders, $90m18 holders, $7.1bn
Q4 20244 holders, $73m16 holders, $7.0bn
Q1 20256 holders, $151m21 holders, $9.6bn
Q2 202512 holders, $327m25 holders, $10.4bn
Q3 20258 holders, $276m22 holders, $13.2bn
Q4 20257 holders, $391m19 holders, $14.8bn
Q1 20265 holders, $187m22 holders, $18.2bn
Q2 20265 holders, $173m21 holders, $21.3bn
OHI

Omega Healthcare Investors Inc

Holders
7
Reported value
$391m
Buyers
14
Sellers
15

Breadth -1 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 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OHI (5)

AQR Capital Management LLC, Brevan Howard Capital Management LP, Marshall Wace LLP, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only WELL (17)

Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., 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, 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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