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FSV · 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.

FSVWELL
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.
  • FSV
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterFSVWELL
Q3 20205 holders, $1.5bn8 holders, $1.3bn
Q4 20206 holders, $1.6bn8 holders, $2.3bn
Q1 20217 holders, $1.7bn6 holders, $2.8bn
Q2 20216 holders, $1.9bn7 holders, $3.8bn
Q3 20216 holders, $2.0bn8 holders, $4.0bn
Q4 20216 holders, $2.1bn11 holders, $3.9bn
Q1 20225 holders, $1.5bn12 holders, $5.3bn
Q2 20225 holders, $1.3bn15 holders, $5.0bn
Q3 20225 holders, $979m14 holders, $4.0bn
Q4 20224 holders, $780m12 holders, $3.6bn
Q1 20234 holders, $885m9 holders, $4.1bn
Q2 20234 holders, $871m8 holders, $4.7bn
Q3 20234 holders, $776m9 holders, $5.0bn
Q4 20235 holders, $837m12 holders, $4.3bn
Q1 20245 holders, $876m15 holders, $4.6bn
Q2 20246 holders, $880m16 holders, $5.0bn
Q3 20246 holders, $1.0bn18 holders, $7.1bn
Q4 20248 holders, $919m16 holders, $7.0bn
Q1 20259 holders, $863m21 holders, $9.6bn
Q2 20258 holders, $880m25 holders, $10.4bn
Q3 20258 holders, $1.0bn22 holders, $13.2bn
Q4 20258 holders, $612m19 holders, $14.8bn
Q1 20266 holders, $473m22 holders, $18.2bn
Q2 20265 holders, $473m21 holders, $21.3bn
FSV

Firstservice Corp New

Holders
5
Reported value
$473m
Buyers
11
Sellers
14

Breadth -3 among 91 comparable managers.

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

Only FSV (3)

PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC

Only WELL (19)

AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, 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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