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GLPI · 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.

GLPIWELL
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.
  • GLPI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterGLPIWELL
Q3 202011 holders, $1.6bn8 holders, $1.3bn
Q4 20209 holders, $1.5bn8 holders, $2.3bn
Q1 20216 holders, $1.5bn6 holders, $2.8bn
Q2 20215 holders, $1.6bn7 holders, $3.8bn
Q3 20217 holders, $2.0bn8 holders, $4.0bn
Q4 202111 holders, $2.3bn11 holders, $3.9bn
Q1 20229 holders, $2.0bn12 holders, $5.3bn
Q2 202214 holders, $2.2bn15 holders, $5.0bn
Q3 202211 holders, $1.9bn14 holders, $4.0bn
Q4 202214 holders, $2.1bn12 holders, $3.6bn
Q1 202310 holders, $1.6bn9 holders, $4.1bn
Q2 20237 holders, $1.5bn8 holders, $4.7bn
Q3 20235 holders, $1.2bn9 holders, $5.0bn
Q4 202311 holders, $1.3bn12 holders, $4.3bn
Q1 20249 holders, $1.2bn15 holders, $4.6bn
Q2 20248 holders, $1.2bn16 holders, $5.0bn
Q3 202411 holders, $1.7bn18 holders, $7.1bn
Q4 20248 holders, $1.6bn16 holders, $7.0bn
Q1 202510 holders, $1.8bn21 holders, $9.6bn
Q2 202512 holders, $1.9bn25 holders, $10.4bn
Q3 202514 holders, $1.8bn22 holders, $13.2bn
Q4 202513 holders, $1.8bn19 holders, $14.8bn
Q1 202613 holders, $1.7bn22 holders, $18.2bn
Q2 202612 holders, $1.8bn21 holders, $21.3bn
GLPI

Gaming & Leisure Pptys Inc

Holders
13
Reported value
$1.7bn
Buyers
13
Sellers
19

Breadth -6 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 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GLPI (5)

Caxton Associates LLP, Dodge & Cox, Quantbot Technologies LP, Renaissance Technologies LLC, Winton Group Ltd

Only WELL (14)

AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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