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Hudock Inc’s Welltower WELL Stock Holding History

Hudock Inc’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
Q1 		$494K Buy
2,500
+4
+0.2% +$790 0.07% 115
2025
Q4 		$463K Buy
2,496
+4
+0.2% +$747 0.07% 117
2025
Q3 		$444K Buy
2,492
+4
+0.2% +$657 0.07% 123
2025
Q2 		$383K Buy
2,488
+5
+0.2% +$747 0.06% 128
2025
Q1 		$381K Buy
2,483
+4
+0.2% +$570 0.07% 116
2024
Q4 		$313K Buy
2,479
+5
+0.2% +$656 0.05% 127
2024
Q3 		$317K Sell
2,474
-45
-2% -$5.25K 0.05% 126
2024
Q2 		$263K Buy
2,519
+6
+0.2% +$588 0.05% 139
2024
Q1 		$235K Buy
2,513
+7
+0.3% +$634 0.05% 126
2023
Q4 		$226K Buy
2,506
+6
+0.2% +$521 0.05% 143
2023
Q3 		$205K Buy
2,500
+7
+0.3% +$576 0.05% 149
2023
Q2 		$202K Buy
+2,493
New +$192K 0.05% 152
2022
Q4 		– Sell
-2,385
Closed -$153K – 751
2022
Q3 		$153K Buy
2,385
+7
+0.3% +$547 0.05% 155
2022
Q2 		$195K Buy
2,378
+7
+0.3% +$623 0.07% 142
2022
Q1 		$228K Buy
2,371
+6
+0.3% +$521 0.06% 140
2021
Q4 		$202K Buy
2,365
+7
+0.3% +$584 0.06% 161
2021
Q3 		$194K Buy
2,358
+6
+0.3% +$516 0.06% 154
2021
Q2 		$195K Buy
2,352
+7
+0.3% +$536 0.06% 153
2021
Q1 		$167K Buy
2,345
+8
+0.3% +$537 0.05% 154
2020
Q4 		$151K Buy
2,337
+8
+0.3% +$486 0.05% 164
2020
Q3 		$128K Sell
2,329
-123
-5% -$6.75K 0.05% 159
2020
Q2 		$126K Sell
2,452
-13
-0.5% -$639 0.05% 148
2020
Q1 		$112K Buy
2,465
+781
+46% +$57.6K 0.04% 139
2019
Q4 		$135K Buy
1,684
+93
+6% +$7.96K 0.04% 150
2019
Q3 		$144K Buy
1,591
+3
+0.2% +$261 0.05% 130
2019
Q2 		$129K Buy
1,588
+3
+0.2% +$236 0.05% 134
2019
Q1 		$123K Sell
1,585
-173
-10% -$13K 0.04% 144
2018
Q4 		$121K Buy
1,758
+85
+5% +$5.78K 0.05% 134
2018
Q3 		$107K Buy
1,673
+4
+0.2% +$258 0.04% 156
2018
Q2 		$104K Buy
1,669
+26
+2% +$1.45K 0.04% 153
2018
Q1 		$89K Buy
1,643
+1,162
+242% +$65.6K 0.04% 170
2017
Q4 		$30K Sell
481
-1,521
-76% -$102K 0.01% 300
2017
Q3 		$140K Buy
2,002
+1,691
+544% +$123K 0.07% 112
2017
Q2 		$23K Buy
311
+34
+12% +$2.48K 0.01% 319
2017
Q1 		$19K Buy
277
+3
+1% +$202 0.01% 332
2016
Q4 		$18K Buy
+274
New +$18.1K 0.01% 323

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Hudock Inc's WELL Position: Q1 2026 in Review

Hudock Inc increased its Welltower (WELL) stake by 0.16% in Q1 2026, buying an estimated $790 and bringing the position to 2,500 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #115.

Hudock Inc first reported a position in WELL in Q4 2016 and has held it in 36 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Hudock Inc held 2,500 shares of Welltower worth $494K as of Q1 2026.
  • Hudock Inc bought 4 Welltower shares in Q1 2026, an estimated $790.
  • Welltower made up 0.07% of Hudock Inc's portfolio in Q1 2026, its #115 holding.
  • Hudock Inc first reported a position in Welltower in Q4 2016 and has held it in 36 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Hudock Inc's 13F filing for Q1 2026, filed 13 May 2026.