Dudley Capital Management’s Welltower WELL Stock Holding History

Dudley 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
2026 Q3	$1.37M	Hold	5,950	–	–	0.53%	47
2026 Q2	$1.35M	Sell	5,950 -75	-1%	-$15.9K	0.54%	46
2026 Q1	$1.19M	Hold	6,025	–	–	0.53%	52
2025 Q4	$1.12M	Hold	6,025	–	–	0.49%	52
2025 Q3	$1.07M	Hold	6,025	–	–	0.48%	48
2025 Q2	$926K	Hold	6,025	–	–	0.46%	52
2025 Q1	$923K	Sell	6,025 -50	-0.8%	-$7.12K	0.48%	52
2024 Q4	$766K	Hold	6,075	–	–	0.39%	62
2024 Q3	$778K	Hold	6,075	–	–	0.4%	63
2024 Q2	$633K	Hold	6,075	–	–	0.35%	66
2024 Q1	$559K	Sell	6,075 -75	-1%	-$6.79K	0.33%	68
2023 Q4	$555K	Hold	6,150	–	–	0.35%	66
2023 Q3	$504K	Sell	6,150 -100	-2%	-$8.22K	0.35%	64
2023 Q2	$506K	Sell	6,250 -200	-3%	-$15.4K	0.34%	65
2023 Q1	$462K	Hold	6,450	–	–	0.31%	73
2022 Q4	$423K	Buy	+6,450	New	+$415K	0.3%	76

Other funds holding WELL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dudley Capital Management's WELL Position: Q3 2026 in Review

Dudley Capital Management held its Welltower (WELL) position steady in Q3 2026 at 5,950 shares worth $1.37M. The position accounts for 0.53% of the portfolio, ranked #47.

Dudley Capital Management first reported a position in WELL in Q4 2022 and has held it in 16 quarters since. 1,075 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Dudley Capital Management held 5,950 shares of Welltower worth $1.37M as of Q3 2026.
Dudley Capital Management left its Welltower share count unchanged in Q3 2026.
Welltower made up 0.53% of Dudley Capital Management's portfolio in Q3 2026, its #47 holding.
Dudley Capital Management first reported a position in Welltower in Q4 2022 and has held it in 16 quarters since.
1,075 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.