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VNO · 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.

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.
  • VNO
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterVNOWELL
Q3 20202 holders, $335m8 holders, $1.3bn
Q4 20205 holders, $434m8 holders, $2.3bn
Q1 20213 holders, $71m6 holders, $2.8bn
Q2 20213 holders, $57m7 holders, $3.8bn
Q3 20211 holders, $37m8 holders, $4.0bn
Q4 20212 holders, $20m11 holders, $3.9bn
Q1 20221 holders, $34m12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 20224 holders, $311m14 holders, $4.0bn
Q4 20223 holders, $324m12 holders, $3.6bn
Q1 20232 holders, $6.8m9 holders, $4.1bn
Q2 20231 holders, $24m8 holders, $4.7bn
Q3 20235 holders, $162m9 holders, $5.0bn
Q4 20235 holders, $203m12 holders, $4.3bn
Q1 20243 holders, $201m15 holders, $4.6bn
Q2 20245 holders, $228m16 holders, $5.0bn
Q3 20244 holders, $375m18 holders, $7.1bn
Q4 20244 holders, $425m16 holders, $7.0bn
Q1 20255 holders, $353m21 holders, $9.6bn
Q2 20253 holders, $389m25 holders, $10.4bn
Q3 20253 holders, $403m22 holders, $13.2bn
Q4 20254 holders, $387m19 holders, $14.8bn
Q1 20264 holders, $275m22 holders, $18.2bn
Q2 20264 holders, $594m21 holders, $21.3bn
VNO

Vornado Realty Trust

Holders
4
Reported value
$275m
Buyers
16
Sellers
12

Breadth +4 among 91 comparable managers.

WELL

Welltower Inc

Holders
22
Reported value
$18.2bn
Buyers
24
Sellers
12

Breadth +12 among 91 comparable managers.

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.

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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