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KIM · 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.

KIMWELL
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.
  • KIM
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterKIMWELL
Q3 20202 holders, $170m8 holders, $1.3bn
Q4 20203 holders, $236m8 holders, $2.3bn
Q1 20213 holders, $433m6 holders, $2.8bn
Q2 20214 holders, $497m7 holders, $3.8bn
Q3 20213 holders, $354m8 holders, $4.0bn
Q4 20214 holders, $390m11 holders, $3.9bn
Q1 20223 holders, $801m12 holders, $5.3bn
Q2 20224 holders, $898m15 holders, $5.0bn
Q3 20224 holders, $940m14 holders, $4.0bn
Q4 20227 holders, $1.2bn12 holders, $3.6bn
Q1 20237 holders, $840m9 holders, $4.1bn
Q2 20236 holders, $803m8 holders, $4.7bn
Q3 20238 holders, $971m9 holders, $5.0bn
Q4 20238 holders, $932m12 holders, $4.3bn
Q1 20249 holders, $628m15 holders, $4.6bn
Q2 20246 holders, $289m16 holders, $5.0bn
Q3 20246 holders, $1.2bn18 holders, $7.1bn
Q4 20249 holders, $1.4bn16 holders, $7.0bn
Q1 20255 holders, $1.1bn21 holders, $9.6bn
Q2 20256 holders, $833m25 holders, $10.4bn
Q3 20258 holders, $867m22 holders, $13.2bn
Q4 20258 holders, $1.1bn19 holders, $14.8bn
Q1 20268 holders, $1.1bn22 holders, $18.2bn
Q2 20269 holders, $609m21 holders, $21.3bn
KIM

Kimco Rlty Corp

Holders
8
Reported value
$1.1bn
Buyers
15
Sellers
20

Breadth -5 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 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KIM (3)

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

Only WELL (17)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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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