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Hudson Edge Investment Partners’s Welltower WELL Stock Holding History

Hudson Edge Investment Partners’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
Q1 		– Sell
-150
Closed -$18.9K – 189
2024
Q4 		$18.9K Hold
150
– – ﹤0.01% 157
2024
Q3 		$19.2K Hold
150
– – ﹤0.01% 170
2024
Q2 		$15.6K Buy
+150
New +$14.7K ﹤0.01% 169
2021
Q4 		– Sell
-48,274
Closed -$3.98M – 144
2021
Q3 		$3.98M Sell
48,274
-6,563
-12% -$564K 1.31% 46
2021
Q2 		$4.56M Sell
54,837
-7,006
-11% -$536K 1.45% 35
2021
Q1 		$4.43M Sell
61,843
-1,824
-3% -$122K 1.46% 36
2020
Q4 		$4.11M Sell
63,667
-7,080
-10% -$430K 1.47% 37
2020
Q3 		$3.9M Sell
70,747
-22,854
-24% -$1.25M 1.56% 21
2020
Q2 		$4.84M Sell
93,601
-300
-0.3% -$14.7K 1.56% 39
2020
Q1 		$4.3M Buy
93,901
+15,851
+20% +$1.17M 1.63% 36
2019
Q4 		$6.38M Buy
78,050
+11,005
+16% +$942K 1.68% 31
2019
Q3 		$6.08M Sell
67,045
-7,756
-10% -$675K 1.71% 22
2019
Q2 		$6.1M Sell
74,801
-6,816
-8% -$536K 1.77% 23
2019
Q1 		$6.33M Sell
81,617
-4,493
-5% -$337K 1.91% 19
2018
Q4 		$5.98M Sell
86,110
-74,895
-47% -$5.1M 1.85% 24
2018
Q3 		$10.4M Buy
161,005
+55,778
+53% +$3.6M 1.84% 28
2018
Q2 		$6.6M Buy
+105,227
New +$5.86M 1.23% 47
2016
Q2 		– Sell
-212,190
Closed -$14.7M – 183
2016
Q1 		$14.7M Buy
+212,190
New +$13.7M 1.46% 26

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hudson Edge Investment Partners's WELL Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Welltower (WELL) in Q1 2025, closing a stake of 150 shares — an estimated $18.9K sold.

Hudson Edge Investment Partners first reported a position in WELL in Q1 2016 and held it in 18 quarters. The position peaked at $14.7M in Q1 2016. 1,231 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

  • Hudson Edge Investment Partners reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 150 Welltower shares in Q1 2025, an estimated $18.9K.
  • Hudson Edge Investment Partners first reported a position in Welltower in Q1 2016 and held it in 18 quarters.
  • Hudson Edge Investment Partners's Welltower position peaked at $14.7M in Q1 2016.
  • 1,231 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.