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IRT · 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.

IRTWELL
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.
  • IRT
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterIRTWELL
Q3 20203 holders, $129m8 holders, $1.3bn
Q4 20202 holders, $134m8 holders, $2.3bn
Q1 20212 holders, $120m6 holders, $2.8bn
Q2 20212 holders, $140m7 holders, $3.8bn
Q3 20213 holders, $201m8 holders, $4.0bn
Q4 20217 holders, $652m11 holders, $3.9bn
Q1 20226 holders, $474m12 holders, $5.3bn
Q2 20224 holders, $335m15 holders, $5.0bn
Q3 20222 holders, $113m14 holders, $4.0bn
Q4 20221 holders, $78m12 holders, $3.6bn
Q1 20231 holders, $4.3m9 holders, $4.1bn
Q2 20232 holders, $11m8 holders, $4.7bn
Q3 2023none listed holders, n.a.9 holders, $5.0bn
Q4 20234 holders, $24m12 holders, $4.3bn
Q1 20243 holders, $19m15 holders, $4.6bn
Q2 20242 holders, $358m16 holders, $5.0bn
Q3 20244 holders, $514m18 holders, $7.1bn
Q4 20245 holders, $551m16 holders, $7.0bn
Q1 20256 holders, $642m21 holders, $9.6bn
Q2 20253 holders, $449m25 holders, $10.4bn
Q3 20255 holders, $256m22 holders, $13.2bn
Q4 20255 holders, $293m19 holders, $14.8bn
Q1 20265 holders, $251m22 holders, $18.2bn
Q2 20265 holders, $226m21 holders, $21.3bn
IRT

Independence Realty Trust Inc

Holders
5
Reported value
$251m
Buyers
9
Sellers
11

Breadth -2 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 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IRT (1)

MFS Investment Management

Only WELL (18)

Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, 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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