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VMRK · 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.

VMRKWELL
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.
  • VMRK
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterVMRKWELL
Q3 202015 holders, $1.8bn8 holders, $1.3bn
Q4 20206 holders, $1.6bn8 holders, $2.3bn
Q1 20217 holders, $2.3bn6 holders, $2.8bn
Q2 202111 holders, $2.5bn7 holders, $3.8bn
Q3 202112 holders, $2.9bn8 holders, $4.0bn
Q4 202114 holders, $3.1bn11 holders, $3.9bn
Q1 202215 holders, $3.0bn12 holders, $5.3bn
Q2 202217 holders, $2.5bn15 holders, $5.0bn
Q3 202214 holders, $2.2bn14 holders, $4.0bn
Q4 202216 holders, $2.1bn12 holders, $3.6bn
Q1 202315 holders, $2.3bn9 holders, $4.1bn
Q2 202316 holders, $2.5bn8 holders, $4.7bn
Q3 202313 holders, $2.1bn9 holders, $5.0bn
Q4 202316 holders, $2.7bn12 holders, $4.3bn
Q1 202411 holders, $2.7bn15 holders, $4.6bn
Q2 20247 holders, $2.6bn16 holders, $5.0bn
Q3 202411 holders, $3.3bn18 holders, $7.1bn
Q4 20247 holders, $3.2bn16 holders, $7.0bn
Q1 20259 holders, $3.2bn21 holders, $9.6bn
Q2 20259 holders, $3.1bn25 holders, $10.4bn
Q3 202512 holders, $3.0bn22 holders, $13.2bn
Q4 20259 holders, $1.9bn19 holders, $14.8bn
Q1 20268 holders, $1.9bn22 holders, $18.2bn
Q2 20269 holders, $2.5bn21 holders, $21.3bn
VMRK

Equity Residential

Holders
9
Reported value
$1.9bn
Buyers
13
Sellers
19

Breadth -6 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 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VMRK (6)

Baillie Gifford & Co, Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Soros Fund Management LLC

Only WELL (16)

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), Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Wellington Management Group LLP

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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