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PECO · 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.

PECOWELL
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.
  • PECO
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterPECOWELL
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 20215 holders, $135m8 holders, $4.0bn
Q4 20213 holders, $119m11 holders, $3.9bn
Q1 20226 holders, $544m12 holders, $5.3bn
Q2 20225 holders, $576m15 holders, $5.0bn
Q3 20224 holders, $467m14 holders, $4.0bn
Q4 20225 holders, $533m12 holders, $3.6bn
Q1 20233 holders, $507m9 holders, $4.1bn
Q2 20233 holders, $507m8 holders, $4.7bn
Q3 20234 holders, $495m9 holders, $5.0bn
Q4 20235 holders, $465m12 holders, $4.3bn
Q1 20244 holders, $412m15 holders, $4.6bn
Q2 20244 holders, $259m16 holders, $5.0bn
Q3 20246 holders, $337m18 holders, $7.1bn
Q4 20244 holders, $356m16 holders, $7.0bn
Q1 20255 holders, $326m21 holders, $9.6bn
Q2 20255 holders, $299m25 holders, $10.4bn
Q3 20254 holders, $276m22 holders, $13.2bn
Q4 20256 holders, $312m19 holders, $14.8bn
Q1 20265 holders, $244m22 holders, $18.2bn
Q2 20264 holders, $199m21 holders, $21.3bn
PECO

Phillips Edison & Co Inc

Holders
4
Reported value
$199m
Buyers
14
Sellers
16

Breadth -2 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 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PECO (3)

Caxton Associates LLP, Hudson Bay Capital Management LP, Quantbot Technologies LP

Only WELL (20)

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, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, 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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