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REG · 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.

REGWELL
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.
  • REG
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterREGWELL
Q3 20204 holders, $514m8 holders, $1.3bn
Q4 20205 holders, $589m8 holders, $2.3bn
Q1 20216 holders, $939m6 holders, $2.8bn
Q2 20217 holders, $1.2bn7 holders, $3.8bn
Q3 20215 holders, $1.6bn8 holders, $4.0bn
Q4 20216 holders, $2.0bn11 holders, $3.9bn
Q1 20226 holders, $1.7bn12 holders, $5.3bn
Q2 20224 holders, $1.7bn15 holders, $5.0bn
Q3 20226 holders, $947m14 holders, $4.0bn
Q4 20228 holders, $1.0bn12 holders, $3.6bn
Q1 20236 holders, $814m9 holders, $4.1bn
Q2 20237 holders, $871m8 holders, $4.7bn
Q3 20238 holders, $1.2bn9 holders, $5.0bn
Q4 20237 holders, $1.2bn12 holders, $4.3bn
Q1 20246 holders, $741m15 holders, $4.6bn
Q2 20245 holders, $679m16 holders, $5.0bn
Q3 20245 holders, $794m18 holders, $7.1bn
Q4 20246 holders, $1.2bn16 holders, $7.0bn
Q1 20256 holders, $1.2bn21 holders, $9.6bn
Q2 20256 holders, $1.3bn25 holders, $10.4bn
Q3 20258 holders, $1.2bn22 holders, $13.2bn
Q4 20257 holders, $734m19 holders, $14.8bn
Q1 20268 holders, $825m22 holders, $18.2bn
Q2 202611 holders, $946m21 holders, $21.3bn
REG

Regency CTRS Corp

Holders
7
Reported value
$734m
Buyers
14
Sellers
12

Breadth +2 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 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only REG (3)

Caxton Associates LLP, MFS Investment Management, Quantbot Technologies LP

Only WELL (15)

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), Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Squarepoint Ops LLC, 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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