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WPC · 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.

WPCWELL
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.
  • WPC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterWPCWELL
Q3 20207 holders, $296m8 holders, $1.3bn
Q4 20205 holders, $264m8 holders, $2.3bn
Q1 20216 holders, $163m6 holders, $2.8bn
Q2 20216 holders, $169m7 holders, $3.8bn
Q3 20215 holders, $164m8 holders, $4.0bn
Q4 20213 holders, $176m11 holders, $3.9bn
Q1 20223 holders, $141m12 holders, $5.3bn
Q2 20224 holders, $402m15 holders, $5.0bn
Q3 20223 holders, $342m14 holders, $4.0bn
Q4 20225 holders, $434m12 holders, $3.6bn
Q1 20235 holders, $387m9 holders, $4.1bn
Q2 20237 holders, $225m8 holders, $4.7bn
Q3 20234 holders, $239m9 holders, $5.0bn
Q4 20233 holders, $247m12 holders, $4.3bn
Q1 20243 holders, $240m15 holders, $4.6bn
Q2 20245 holders, $293m16 holders, $5.0bn
Q3 20245 holders, $290m18 holders, $7.1bn
Q4 20241 holders, $219m16 holders, $7.0bn
Q1 20254 holders, $307m21 holders, $9.6bn
Q2 20253 holders, $291m25 holders, $10.4bn
Q3 20253 holders, $320m22 holders, $13.2bn
Q4 20254 holders, $329m19 holders, $14.8bn
Q1 20266 holders, $413m22 holders, $18.2bn
Q2 20266 holders, $391m21 holders, $21.3bn
WPC

WP Carey Inc

Holders
6
Reported value
$413m
Buyers
17
Sellers
10

Breadth +7 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 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WPC (4)

First Eagle Investment Management LLC, MFS Investment Management, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP

Only WELL (20)

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, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, 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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