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AHR · 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.

AHRWELL
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.
  • AHR
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterAHRWELL
Q3 2020none listed holders, n.a.8 holders, $1.3bn
Q4 2020none listed holders, n.a.8 holders, $2.3bn
Q1 2021none listed holders, n.a.6 holders, $2.8bn
Q2 2021none listed holders, n.a.7 holders, $3.8bn
Q3 2021none listed holders, n.a.8 holders, $4.0bn
Q4 2021none listed holders, n.a.11 holders, $3.9bn
Q1 2022none listed holders, n.a.12 holders, $5.3bn
Q2 2022none listed holders, n.a.15 holders, $5.0bn
Q3 2022none listed holders, n.a.14 holders, $4.0bn
Q4 2022none listed holders, n.a.12 holders, $3.6bn
Q1 2023none listed holders, n.a.9 holders, $4.1bn
Q2 2023none listed holders, n.a.8 holders, $4.7bn
Q3 2023none listed holders, n.a.9 holders, $5.0bn
Q4 2023none listed holders, n.a.12 holders, $4.3bn
Q1 20244 holders, $161m15 holders, $4.6bn
Q2 20243 holders, $171m16 holders, $5.0bn
Q3 20245 holders, $465m18 holders, $7.1bn
Q4 20244 holders, $361m16 holders, $7.0bn
Q1 20255 holders, $477m21 holders, $9.6bn
Q2 20255 holders, $607m25 holders, $10.4bn
Q3 20254 holders, $637m22 holders, $13.2bn
Q4 202510 holders, $837m19 holders, $14.8bn
Q1 202610 holders, $837m22 holders, $18.2bn
Q2 202612 holders, $1.2bn21 holders, $21.3bn
AHR

American Healthcare REIT Inc

Holders
12
Reported value
$1.2bn
Buyers
23
Sellers
8

Breadth +15 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 AHR (7)

ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Soros Fund Management LLC, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd

Only WELL (16)

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