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WELL · EQIX 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.

WELLEQIX
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.
  • WELL
  • EQIX
010203040202120222023202420252026
Holders and value by quarter
QuarterWELLEQIX
Q3 20208 holders, $1.3bn19 holders, $8.2bn
Q4 20208 holders, $2.3bn21 holders, $8.2bn
Q1 20216 holders, $2.8bn19 holders, $7.5bn
Q2 20217 holders, $3.8bn17 holders, $7.9bn
Q3 20218 holders, $4.0bn15 holders, $7.0bn
Q4 202111 holders, $3.9bn18 holders, $6.0bn
Q1 202212 holders, $5.3bn18 holders, $6.0bn
Q2 202215 holders, $5.0bn23 holders, $5.7bn
Q3 202214 holders, $4.0bn20 holders, $4.8bn
Q4 202212 holders, $3.6bn15 holders, $5.1bn
Q1 20239 holders, $4.1bn17 holders, $5.3bn
Q2 20238 holders, $4.7bn20 holders, $6.5bn
Q3 20239 holders, $5.0bn16 holders, $6.2bn
Q4 202312 holders, $4.3bn19 holders, $6.6bn
Q1 202415 holders, $4.6bn27 holders, $7.6bn
Q2 202416 holders, $5.0bn21 holders, $8.1bn
Q3 202418 holders, $7.1bn26 holders, $9.6bn
Q4 202416 holders, $7.0bn28 holders, $10.3bn
Q1 202521 holders, $9.6bn31 holders, $8.7bn
Q2 202525 holders, $10.4bn30 holders, $7.3bn
Q3 202522 holders, $13.2bn28 holders, $7.0bn
Q4 202519 holders, $14.8bn26 holders, $8.2bn
Q1 202622 holders, $18.2bn31 holders, $11.5bn
Q2 202621 holders, $21.3bn31 holders, $12.6bn
WELL

Welltower Inc

Holders
21
Reported value
$21.3bn
Buyers
13
Sellers
20

Breadth -7 among 91 comparable managers.

Real estateReal estate investment trusts
EQIX

Equinix Inc

Holders
31
Reported value
$12.6bn
Buyers
18
Sellers
21

Breadth -3 among 91 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts

Who holds both, Q2 2026

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WELL (5)

Capital World Investors, Farallon Capital Management LLC, GAMCO Investors Inc, Marshall Wace LLP, Millennium Management LLC

Only EQIX (15)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Coatue Management LLC, Elliott Investment Management LP, First Eagle Investment Management LLC, Man Group PLC, MFS Investment Management, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management 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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