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INVH · 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.

INVHWELL
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.
  • INVH
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterINVHWELL
Q3 202011 holders, $1.2bn8 holders, $1.3bn
Q4 202010 holders, $1.1bn8 holders, $2.3bn
Q1 202112 holders, $1.6bn6 holders, $2.8bn
Q2 202111 holders, $1.8bn7 holders, $3.8bn
Q3 202113 holders, $1.8bn8 holders, $4.0bn
Q4 202115 holders, $2.2bn11 holders, $3.9bn
Q1 202210 holders, $1.7bn12 holders, $5.3bn
Q2 20228 holders, $1.4bn15 holders, $5.0bn
Q3 20227 holders, $1.3bn14 holders, $4.0bn
Q4 20227 holders, $996m12 holders, $3.6bn
Q1 20236 holders, $1.1bn9 holders, $4.1bn
Q2 20236 holders, $960m8 holders, $4.7bn
Q3 20236 holders, $1.1bn9 holders, $5.0bn
Q4 20237 holders, $1.1bn12 holders, $4.3bn
Q1 20247 holders, $998m15 holders, $4.6bn
Q2 20248 holders, $1.4bn16 holders, $5.0bn
Q3 20243 holders, $1.2bn18 holders, $7.1bn
Q4 20246 holders, $1.1bn16 holders, $7.0bn
Q1 20259 holders, $1.4bn21 holders, $9.6bn
Q2 202510 holders, $1.3bn25 holders, $10.4bn
Q3 20257 holders, $1.0bn22 holders, $13.2bn
Q4 202511 holders, $473m19 holders, $14.8bn
Q1 202612 holders, $954m22 holders, $18.2bn
Q2 202614 holders, $1.0bn21 holders, $21.3bn
INVH

Invitation Homes Inc

Holders
12
Reported value
$954m
Buyers
17
Sellers
16

Breadth +1 among 91 comparable managers.

Real estate
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 INVH (5)

Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Millennium Management LLC, Quantbot Technologies LP, Winton Group Ltd

Only WELL (15)

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, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, 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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