Holders over time
- GLPI
- WELL
| Quarter | GLPI | WELL |
|---|---|---|
| Q3 2020 | 11 holders, $1.6bn | 8 holders, $1.3bn |
| Q4 2020 | 9 holders, $1.5bn | 8 holders, $2.3bn |
| Q1 2021 | 6 holders, $1.5bn | 6 holders, $2.8bn |
| Q2 2021 | 5 holders, $1.6bn | 7 holders, $3.8bn |
| Q3 2021 | 7 holders, $2.0bn | 8 holders, $4.0bn |
| Q4 2021 | 11 holders, $2.3bn | 11 holders, $3.9bn |
| Q1 2022 | 9 holders, $2.0bn | 12 holders, $5.3bn |
| Q2 2022 | 14 holders, $2.2bn | 15 holders, $5.0bn |
| Q3 2022 | 11 holders, $1.9bn | 14 holders, $4.0bn |
| Q4 2022 | 14 holders, $2.1bn | 12 holders, $3.6bn |
| Q1 2023 | 10 holders, $1.6bn | 9 holders, $4.1bn |
| Q2 2023 | 7 holders, $1.5bn | 8 holders, $4.7bn |
| Q3 2023 | 5 holders, $1.2bn | 9 holders, $5.0bn |
| Q4 2023 | 11 holders, $1.3bn | 12 holders, $4.3bn |
| Q1 2024 | 9 holders, $1.2bn | 15 holders, $4.6bn |
| Q2 2024 | 8 holders, $1.2bn | 16 holders, $5.0bn |
| Q3 2024 | 11 holders, $1.7bn | 18 holders, $7.1bn |
| Q4 2024 | 8 holders, $1.6bn | 16 holders, $7.0bn |
| Q1 2025 | 10 holders, $1.8bn | 21 holders, $9.6bn |
| Q2 2025 | 12 holders, $1.9bn | 25 holders, $10.4bn |
| Q3 2025 | 14 holders, $1.8bn | 22 holders, $13.2bn |
| Q4 2025 | 13 holders, $1.8bn | 19 holders, $14.8bn |
| Q1 2026 | 13 holders, $1.7bn | 22 holders, $18.2bn |
| Q2 2026 | 12 holders, $1.8bn | 21 holders, $21.3bn |
Gaming & Leisure Pptys Inc
- Holders
- 12
- Reported value
- $1.8bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 among 91 comparable managers.
Welltower Inc
- Holders
- 21
- Reported value
- $21.3bn
- Buyers
- 13
- Sellers
- 20
Breadth -7 among 91 comparable managers.
Who holds both, Q2 2026
Both (4)
Balyasny Asset Management LLC, Janus Henderson Group Ltd, Voloridge Investment Management LLC, Wellington Management Group LLP
Only GLPI (8)
Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Tudor Investment Corp
Only WELL (17)
AllianceBernstein LP, 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, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.