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ADC · 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.

ADCWELL
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.
  • ADC
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterADCWELL
Q3 20201 holders, $14m8 holders, $1.3bn
Q4 20202 holders, $24m8 holders, $2.3bn
Q1 20211 holders, $20m6 holders, $2.8bn
Q2 20214 holders, $47m7 holders, $3.8bn
Q3 20214 holders, $61m8 holders, $4.0bn
Q4 20212 holders, $102m11 holders, $3.9bn
Q1 20223 holders, $14m12 holders, $5.3bn
Q2 20226 holders, $118m15 holders, $5.0bn
Q3 202214 holders, $378m14 holders, $4.0bn
Q4 202211 holders, $378m12 holders, $3.6bn
Q1 202310 holders, $298m9 holders, $4.1bn
Q2 202312 holders, $287m8 holders, $4.7bn
Q3 202310 holders, $225m9 holders, $5.0bn
Q4 20236 holders, $150m12 holders, $4.3bn
Q1 20249 holders, $200m15 holders, $4.6bn
Q2 20249 holders, $228m16 holders, $5.0bn
Q3 202410 holders, $330m18 holders, $7.1bn
Q4 202414 holders, $450m16 holders, $7.0bn
Q1 202513 holders, $557m21 holders, $9.6bn
Q2 202510 holders, $606m25 holders, $10.4bn
Q3 202512 holders, $695m22 holders, $13.2bn
Q4 202511 holders, $662m19 holders, $14.8bn
Q1 20269 holders, $587m22 holders, $18.2bn
Q2 202612 holders, $717m21 holders, $21.3bn
ADC

Agree Realty Corp

Holders
12
Reported value
$717m
Buyers
14
Sellers
14

Breadth 0 among 91 comparable managers.

Real estateReal estate investment trusts
WELL

Welltower Inc

Holders
21
Reported value
$21.3bn
Buyers
13
Sellers
20

Breadth -7 among 91 comparable managers.

Real estateReal estate investment trusts

Who holds both, Q2 2026

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ADC (7)

Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments LP

Only WELL (16)

AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital 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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