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ELS · 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.
  • ELS
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterELSWELL
Q3 202016 holders, $1.4bn8 holders, $1.3bn
Q4 202014 holders, $1.3bn8 holders, $2.3bn
Q1 202116 holders, $1.7bn6 holders, $2.8bn
Q2 202114 holders, $2.2bn7 holders, $3.8bn
Q3 202112 holders, $2.5bn8 holders, $4.0bn
Q4 202115 holders, $2.9bn11 holders, $3.9bn
Q1 202213 holders, $2.3bn12 holders, $5.3bn
Q2 202213 holders, $2.2bn15 holders, $5.0bn
Q3 202211 holders, $1.7bn14 holders, $4.0bn
Q4 20229 holders, $1.9bn12 holders, $3.6bn
Q1 202310 holders, $1.7bn9 holders, $4.1bn
Q2 20238 holders, $2.0bn8 holders, $4.7bn
Q3 20239 holders, $1.8bn9 holders, $5.0bn
Q4 20238 holders, $1.9bn12 holders, $4.3bn
Q1 202413 holders, $1.4bn15 holders, $4.6bn
Q2 202415 holders, $1.2bn16 holders, $5.0bn
Q3 202411 holders, $1.1bn18 holders, $7.1bn
Q4 202412 holders, $987m16 holders, $7.0bn
Q1 202511 holders, $784m21 holders, $9.6bn
Q2 202511 holders, $738m25 holders, $10.4bn
Q3 20258 holders, $849m22 holders, $13.2bn
Q4 20256 holders, $1.4bn19 holders, $14.8bn
Q1 20267 holders, $1.6bn22 holders, $18.2bn
Q2 20266 holders, $1.5bn21 holders, $21.3bn
ELS

Equity Lifestyle Pptys Inc

Holders
6
Reported value
$1.5bn
Buyers
10
Sellers
16

Breadth -6 among 91 comparable managers.

WELL

Welltower Inc

Holders
21
Reported value
$21.3bn
Buyers
13
Sellers
20

Breadth -7 among 91 comparable managers.

Who holds both, Q2 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.

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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