Bridgefront Capital’s Welltower WELL Stock Holding History

Bridgefront Capital’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 Q2	–	Sell	-1,792	Closed	-$275K	–	883
2025 Q1	$275K	Sell	1,792 -529	-23%	-$75.4K	0.08%	421
2024 Q4	$293K	Buy	+2,321	New	+$305K	0.1%	365
2022 Q4	–	Sell	-4,384	Closed	-$282K	–	532
2022 Q3	$282K	Buy	+4,384	New	+$343K	0.29%	149
2022 Q2	–	Sell	-4,362	Closed	-$419K	–	448
2022 Q1	$419K	Buy	+4,362	New	+$379K	0.51%	49
2021 Q3	–	Sell	-4,862	Closed	-$404K	–	685
2021 Q2	$404K	Sell	4,862 -7,727	-61%	-$592K	0.15%	239
2021 Q1	$902K	Sell	12,589 -7,020	-36%	-$471K	0.28%	73
2020 Q4	$1.27M	Buy	+19,609	New	+$1.19M	0.43%	27

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgefront Capital's WELL Position: Q2 2025 in Review

Bridgefront Capital sold out of Welltower (WELL) in Q2 2025, closing a stake of 1,792 shares — an estimated $275K sold.

Bridgefront Capital first reported a position in WELL in Q4 2020 and held it in 7 quarters. The position peaked at $1.27M in Q4 2020. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Bridgefront Capital reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
Bridgefront Capital sold 1,792 Welltower shares in Q2 2025, an estimated $275K.
Bridgefront Capital first reported a position in Welltower in Q4 2020 and held it in 7 quarters.
Bridgefront Capital's Welltower position peaked at $1.27M in Q4 2020.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Bridgefront Capital's 13F filing for Q2 2025, filed 14 Aug 2025.