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AMH · 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.

AMHWELL
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.
  • AMH
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterAMHWELL
Q3 20208 holders, $583m8 holders, $1.3bn
Q4 20206 holders, $137m8 holders, $2.3bn
Q1 20216 holders, $222m6 holders, $2.8bn
Q2 20216 holders, $304m7 holders, $3.8bn
Q3 20219 holders, $448m8 holders, $4.0bn
Q4 202115 holders, $670m11 holders, $3.9bn
Q1 20229 holders, $459m12 holders, $5.3bn
Q2 20226 holders, $470m15 holders, $5.0bn
Q3 20228 holders, $404m14 holders, $4.0bn
Q4 20227 holders, $331m12 holders, $3.6bn
Q1 20237 holders, $472m9 holders, $4.1bn
Q2 202310 holders, $599m8 holders, $4.7bn
Q3 202311 holders, $720m9 holders, $5.0bn
Q4 202317 holders, $907m12 holders, $4.3bn
Q1 20249 holders, $549m15 holders, $4.6bn
Q2 20247 holders, $515m16 holders, $5.0bn
Q3 20249 holders, $631m18 holders, $7.1bn
Q4 20248 holders, $768m16 holders, $7.0bn
Q1 20257 holders, $613m21 holders, $9.6bn
Q2 20259 holders, $588m25 holders, $10.4bn
Q3 202510 holders, $512m22 holders, $13.2bn
Q4 202510 holders, $634m19 holders, $14.8bn
Q1 202613 holders, $458m22 holders, $18.2bn
Q2 20268 holders, $744m21 holders, $21.3bn
AMH

American Homes 4 Rent

Holders
8
Reported value
$744m
Buyers
17
Sellers
17

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

Only AMH (4)

AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Tudor Investment Corp

Only WELL (17)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), 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, Wellington Management Group LLP

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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