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SUI · 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.

SUIWELL
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.
  • SUI
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterSUIWELL
Q3 202012 holders, $2.0bn8 holders, $1.3bn
Q4 202010 holders, $1.2bn8 holders, $2.3bn
Q1 202113 holders, $1.5bn6 holders, $2.8bn
Q2 202110 holders, $1.5bn7 holders, $3.8bn
Q3 202116 holders, $1.6bn8 holders, $4.0bn
Q4 202119 holders, $2.5bn11 holders, $3.9bn
Q1 202213 holders, $1.9bn12 holders, $5.3bn
Q2 202212 holders, $1.7bn15 holders, $5.0bn
Q3 202215 holders, $1.6bn14 holders, $4.0bn
Q4 202212 holders, $1.7bn12 holders, $3.6bn
Q1 202315 holders, $1.9bn9 holders, $4.1bn
Q2 202312 holders, $1.3bn8 holders, $4.7bn
Q3 202311 holders, $844m9 holders, $5.0bn
Q4 202315 holders, $1.2bn12 holders, $4.3bn
Q1 202410 holders, $2.1bn15 holders, $4.6bn
Q2 202412 holders, $2.1bn16 holders, $5.0bn
Q3 202411 holders, $2.7bn18 holders, $7.1bn
Q4 202412 holders, $3.4bn16 holders, $7.0bn
Q1 20259 holders, $4.0bn21 holders, $9.6bn
Q2 20258 holders, $3.9bn25 holders, $10.4bn
Q3 20258 holders, $4.1bn22 holders, $13.2bn
Q4 20259 holders, $3.9bn19 holders, $14.8bn
Q1 202610 holders, $4.0bn22 holders, $18.2bn
Q2 20269 holders, $2.8bn21 holders, $21.3bn
SUI

Sun Communities Inc

Holders
9
Reported value
$2.8bn
Buyers
18
Sellers
12

Breadth +6 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 SUI (4)

Baillie Gifford & Co, Dodge & Cox, Freestone Grove Partners LP, Hudson Bay Capital Management LP

Only WELL (16)

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, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC, Walleye Capital LLC

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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