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VAC · 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.

VACWELL
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.
  • VAC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterVACWELL
Q3 20203 holders, $27m8 holders, $1.3bn
Q4 20202 holders, $21m8 holders, $2.3bn
Q1 20215 holders, $210m6 holders, $2.8bn
Q2 20215 holders, $251m7 holders, $3.8bn
Q3 20213 holders, $37m8 holders, $4.0bn
Q4 20212 holders, $56m11 holders, $3.9bn
Q1 20221 holders, $24m12 holders, $5.3bn
Q2 20223 holders, $34m15 holders, $5.0bn
Q3 20222 holders, $57m14 holders, $4.0bn
Q4 20226 holders, $71m12 holders, $3.6bn
Q1 20234 holders, $66m9 holders, $4.1bn
Q2 20235 holders, $58m8 holders, $4.7bn
Q3 20236 holders, $67m9 holders, $5.0bn
Q4 20238 holders, $65m12 holders, $4.3bn
Q1 20249 holders, $108m15 holders, $4.6bn
Q2 20245 holders, $64m16 holders, $5.0bn
Q3 20245 holders, $74m18 holders, $7.1bn
Q4 20246 holders, $165m16 holders, $7.0bn
Q1 20252 holders, $35m21 holders, $9.6bn
Q2 20253 holders, $77m25 holders, $10.4bn
Q3 20251 holders, $47m22 holders, $13.2bn
Q4 20252 holders, $16m19 holders, $14.8bn
Q1 20262 holders, $21m22 holders, $18.2bn
Q2 20262 holders, $13m21 holders, $21.3bn
VAC

Marriott Vacations Worldwide

Holders
2
Reported value
$21m
Buyers
11
Sellers
14

Breadth -3 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 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only VAC (2)

Caxton Associates LLP, Schonfeld Strategic Advisors LLC

Only WELL (22)

AllianceBernstein LP, 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, Holocene Advisors LP, 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, Verition Fund Management LLC, Voloridge Investment 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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