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O · 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.

OWELL
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.
  • O
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterOWELL
Q3 202010 holders, $507m8 holders, $1.3bn
Q4 20208 holders, $439m8 holders, $2.3bn
Q1 20216 holders, $358m6 holders, $2.8bn
Q2 20215 holders, $331m7 holders, $3.8bn
Q3 20218 holders, $329m8 holders, $4.0bn
Q4 20218 holders, $459m11 holders, $3.9bn
Q1 20225 holders, $546m12 holders, $5.3bn
Q2 20226 holders, $778m15 holders, $5.0bn
Q3 202214 holders, $949m14 holders, $4.0bn
Q4 202214 holders, $965m12 holders, $3.6bn
Q1 202310 holders, $1.0bn9 holders, $4.1bn
Q2 202312 holders, $1.0bn8 holders, $4.7bn
Q3 202312 holders, $854m9 holders, $5.0bn
Q4 202312 holders, $919m12 holders, $4.3bn
Q1 20247 holders, $797m15 holders, $4.6bn
Q2 20245 holders, $780m16 holders, $5.0bn
Q3 20248 holders, $1.4bn18 holders, $7.1bn
Q4 20249 holders, $1.1bn16 holders, $7.0bn
Q1 20258 holders, $1.2bn21 holders, $9.6bn
Q2 20254 holders, $752m25 holders, $10.4bn
Q3 20255 holders, $778m22 holders, $13.2bn
Q4 20255 holders, $571m19 holders, $14.8bn
Q1 20268 holders, $1.3bn22 holders, $18.2bn
Q2 20269 holders, $1.4bn21 holders, $21.3bn
O

Realty Income Corp

Holders
8
Reported value
$1.3bn
Buyers
17
Sellers
7

Breadth +10 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 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only O (2)

Caxton Associates LLP, Quantbot Technologies LP

Only WELL (16)

Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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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