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Bridge Creek Capital Management’s Welltower WELL Stock Holding History

Bridge Creek Capital Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$344K Sell
1,928
-25
-1% -$4.11K 0.1% 97
2025
Q2 		$300K Hold
1,953
– – 0.09% 98
2025
Q1 		$299K Hold
1,953
– – 0.09% 96
2024
Q4 		$246K Hold
1,953
– – 0.08% 102
2024
Q3 		$250K Hold
1,953
– – 0.08% 101
2024
Q2 		$204K Buy
+1,953
New +$191K 0.07% 101

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bridge Creek Capital Management's WELL Position: Q3 2025 in Review

Bridge Creek Capital Management reduced its Welltower (WELL) stake by 1.3% in Q3 2025, selling an estimated $4.11K and leaving 1,928 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #97.

Bridge Creek Capital Management first reported a position in WELL in Q2 2024 and has held it in 6 quarters since. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Bridge Creek Capital Management held 1,928 shares of Welltower worth $344K as of Q3 2025.
  • Bridge Creek Capital Management sold 25 Welltower shares in Q3 2025, an estimated $4.11K.
  • Welltower made up 0.1% of Bridge Creek Capital Management's portfolio in Q3 2025, its #97 holding.
  • Bridge Creek Capital Management first reported a position in Welltower in Q2 2024 and has held it in 6 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Bridge Creek Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.