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BRX · 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.

BRXWELL
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.
  • BRX
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterBRXWELL
Q3 20203 holders, $153m8 holders, $1.3bn
Q4 20204 holders, $445m8 holders, $2.3bn
Q1 20217 holders, $465m6 holders, $2.8bn
Q2 20218 holders, $614m7 holders, $3.8bn
Q3 20218 holders, $686m8 holders, $4.0bn
Q4 20218 holders, $919m11 holders, $3.9bn
Q1 202210 holders, $1.2bn12 holders, $5.3bn
Q2 202212 holders, $1.0bn15 holders, $5.0bn
Q3 202212 holders, $917m14 holders, $4.0bn
Q4 202210 holders, $1.1bn12 holders, $3.6bn
Q1 202312 holders, $991m9 holders, $4.1bn
Q2 202311 holders, $836m8 holders, $4.7bn
Q3 202311 holders, $822m9 holders, $5.0bn
Q4 20239 holders, $934m12 holders, $4.3bn
Q1 20248 holders, $786m15 holders, $4.6bn
Q2 20247 holders, $576m16 holders, $5.0bn
Q3 202410 holders, $696m18 holders, $7.1bn
Q4 202410 holders, $607m16 holders, $7.0bn
Q1 20259 holders, $496m21 holders, $9.6bn
Q2 20258 holders, $554m25 holders, $10.4bn
Q3 202510 holders, $658m22 holders, $13.2bn
Q4 202511 holders, $439m19 holders, $14.8bn
Q1 202612 holders, $537m22 holders, $18.2bn
Q2 202613 holders, $657m21 holders, $21.3bn
BRX

Brixmor Property Group Inc

Holders
12
Reported value
$537m
Buyers
17
Sellers
18

Breadth -1 among 91 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
22
Reported value
$18.2bn
Buyers
24
Sellers
12

Breadth +12 among 91 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q1 2026

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BRX (4)

Caxton Associates LLP, Freestone Grove Partners LP, MFS Investment Management, Quantbot Technologies LP

Only WELL (14)

Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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