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UE · 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.

UEWELL
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.
  • UE
  • WELL
0102030202120222023202420252026
Holders and value by quarter
QuarterUEWELL
Q3 20202 holders, $85m8 holders, $1.3bn
Q4 20202 holders, $105m8 holders, $2.3bn
Q1 20213 holders, $84m6 holders, $2.8bn
Q2 20214 holders, $115m7 holders, $3.8bn
Q3 20214 holders, $101m8 holders, $4.0bn
Q4 20214 holders, $107m11 holders, $3.9bn
Q1 20223 holders, $106m12 holders, $5.3bn
Q2 20221 holders, $85m15 holders, $5.0bn
Q3 20221 holders, $76m14 holders, $4.0bn
Q4 20222 holders, $84m12 holders, $3.6bn
Q1 20231 holders, $88m9 holders, $4.1bn
Q2 20231 holders, $80m8 holders, $4.7bn
Q3 20231 holders, $39m9 holders, $5.0bn
Q4 20232 holders, $29m12 holders, $4.3bn
Q1 20242 holders, $45m15 holders, $4.6bn
Q2 20242 holders, $16m16 holders, $5.0bn
Q3 20244 holders, $61m18 holders, $7.1bn
Q4 20242 holders, $67m16 holders, $7.0bn
Q1 20253 holders, $73m21 holders, $9.6bn
Q2 20251 holders, $36m25 holders, $10.4bn
Q3 2025none listed holders, n.a.22 holders, $13.2bn
Q4 20251 holders, $8.0m19 holders, $14.8bn
Q1 2026none listed holders, n.a.22 holders, $18.2bn
Q2 2026none listed holders, n.a.21 holders, $21.3bn
UE

Urban Edge Pptys

Holders
0
Reported value
$0
Buyers
11
Sellers
13

Breadth -2 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 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only UE (0)

None.

Only WELL (21)

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, 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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