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UDR · 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.

UDRWELL
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.
  • UDR
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterUDRWELL
Q3 202014 holders, $967m8 holders, $1.3bn
Q4 202010 holders, $1.1bn8 holders, $2.3bn
Q1 202112 holders, $1.4bn6 holders, $2.8bn
Q2 20215 holders, $1.3bn7 holders, $3.8bn
Q3 20215 holders, $1.7bn8 holders, $4.0bn
Q4 20217 holders, $2.0bn11 holders, $3.9bn
Q1 202212 holders, $1.9bn12 holders, $5.3bn
Q2 202211 holders, $1.5bn15 holders, $5.0bn
Q3 202211 holders, $1.2bn14 holders, $4.0bn
Q4 20229 holders, $1.1bn12 holders, $3.6bn
Q1 20236 holders, $1.2bn9 holders, $4.1bn
Q2 20239 holders, $1.6bn8 holders, $4.7bn
Q3 20239 holders, $1.2bn9 holders, $5.0bn
Q4 20239 holders, $1.1bn12 holders, $4.3bn
Q1 202411 holders, $1.3bn15 holders, $4.6bn
Q2 202411 holders, $857m16 holders, $5.0bn
Q3 202412 holders, $1.6bn18 holders, $7.1bn
Q4 20249 holders, $1.9bn16 holders, $7.0bn
Q1 202513 holders, $2.2bn21 holders, $9.6bn
Q2 202510 holders, $2.1bn25 holders, $10.4bn
Q3 202511 holders, $2.0bn22 holders, $13.2bn
Q4 20259 holders, $1.9bn19 holders, $14.8bn
Q1 202610 holders, $1.8bn22 holders, $18.2bn
Q2 20268 holders, $2.0bn21 holders, $21.3bn
UDR

Udr Inc

Holders
8
Reported value
$2.0bn
Buyers
18
Sellers
14

Breadth +4 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 UDR (3)

Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC, Winton Group Ltd

Only WELL (16)

AllianceBernstein LP, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, 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

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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