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 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dudley Capital Management's WELL Position: Q2 2026 in Review

Dudley Capital Management reduced its Welltower (WELL) stake by 1.2% in Q2 2026, selling an estimated $15.9K and leaving 5,950 shares worth $1.35M. The position accounts for 0.54% of the portfolio, ranked #46.

Dudley Capital Management first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Dudley Capital Management held 5,950 shares of Welltower worth $1.35M as of Q2 2026.
Dudley Capital Management sold 75 Welltower shares in Q2 2026, an estimated $15.9K.
Welltower made up 0.54% of Dudley Capital Management's portfolio in Q2 2026, its #46 holding.
Dudley Capital Management first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.