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Hunter Associates Investment Management’s Welltower WELL Stock Holding History

Hunter Associates Investment 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
Q1 		$337K Buy
1,702
+102
+6% +$20.2K 0.04% 222
2025
Q4 		$297K Hold
1,600
– – 0.04% 220
2025
Q3 		$285K Hold
1,600
– – 0.04% 226
2025
Q2 		$246K Hold
1,600
– – 0.04% 228
2025
Q1 		$246K Hold
1,600
– – 0.04% 221
2024
Q4 		$201K Sell
1,600
-50
-3% -$6.56K 0.03% 244
2024
Q3 		$212K Buy
+1,650
New +$193K 0.03% 241
2024
Q1 		– Sell
-2,400
Closed -$217K – 267
2023
Q4 		$217K Buy
+2,400
New +$208K 0.04% 240
2022
Q3 		– Sell
-2,895
Closed -$237K – 232
2022
Q2 		$237K Buy
+2,895
New +$258K 0.06% 195
2021
Q2 		– Sell
-5,505
Closed -$394K – 196
2021
Q1 		$394K Sell
5,505
-2,303
-29% -$155K 0.09% 147
2020
Q4 		$505K Sell
7,808
-12,174
-61% -$739K 0.12% 119
2020
Q3 		$1.1M Sell
19,982
-6,948
-26% -$382K 0.31% 67
2020
Q2 		$1.39M Buy
26,930
+1,750
+7% +$86K 0.41% 57
2020
Q1 		$1.15M Buy
25,180
+2,480
+11% +$183K 0.45% 52
2019
Q4 		$1.86M Sell
22,700
-5,125
-18% -$439K 0.58% 41
2019
Q3 		$2.52M Sell
27,825
-575
-2% -$50K 0.87% 31
2019
Q2 		$2.31M Sell
28,400
-550
-2% -$43.2K 0.8% 35
2019
Q1 		$2.25M Buy
28,950
+500
+2% +$37.5K 0.79% 34
2018
Q4 		$1.98M Buy
28,450
+1,900
+7% +$129K 0.8% 33
2018
Q3 		$1.71M Buy
26,550
+1,250
+5% +$80.7K 0.59% 47
2018
Q2 		$1.59M Buy
25,300
+11,775
+87% +$656K 0.57% 48
2018
Q1 		$736K Buy
13,525
+4,400
+48% +$248K 0.27% 77
2017
Q4 		$582K Buy
9,125
+450
+5% +$30.2K 0.21% 86
2017
Q3 		$610K Buy
8,675
+950
+12% +$69.1K 0.24% 80
2017
Q2 		$578K Buy
7,725
+1,150
+17% +$84.1K 0.24% 85
2017
Q1 		$466K Buy
6,575
+1,100
+20% +$74.2K 0.2% 94
2016
Q4 		$366K Sell
5,475
-550
-9% -$36.4K 0.16% 110
2016
Q3 		$450K Buy
+6,025
New +$461K 0.19% 104

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

Hunter Associates Investment Management's WELL Position: Q1 2026 in Review

Hunter Associates Investment Management increased its Welltower (WELL) stake by 6.4% in Q1 2026, buying an estimated $20.2K and bringing the position to 1,702 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #222.

Hunter Associates Investment Management first reported a position in WELL in Q3 2016 and has held it in 28 quarters since. The position peaked at $2.52M in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Hunter Associates Investment Management held 1,702 shares of Welltower worth $337K as of Q1 2026.
  • Hunter Associates Investment Management bought 102 Welltower shares in Q1 2026, an estimated $20.2K.
  • Welltower made up 0.04% of Hunter Associates Investment Management's portfolio in Q1 2026, its #222 holding.
  • Hunter Associates Investment Management first reported a position in Welltower in Q3 2016 and has held it in 28 quarters since.
  • Hunter Associates Investment Management's Welltower position peaked at $2.52M in Q3 2019.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Hunter Associates Investment Management's 13F filing for Q1 2026, filed 27 Apr 2026.