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Hutchens & Kramer Investment Management Group’s Welltower WELL Stock Holding History

Hutchens & Kramer Investment Management Group’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 		– Sell
-3,294
Closed -$611K – 198
2025
Q4 		$611K Sell
3,294
-155
-4% -$28.9K 0.21% 67
2025
Q3 		$614K Buy
3,449
+125
+4% +$20.5K 0.24% 65
2025
Q2 		$504K Sell
3,324
-98
-3% -$14.6K 0.23% 77
2025
Q1 		$524K Sell
3,422
-113
-3% -$16.1K 0.29% 68
2024
Q4 		$446K Sell
3,535
-40
-1% -$5.25K 0.24% 75
2024
Q3 		$456K Sell
3,575
-76
-2% -$8.87K 0.25% 70
2024
Q2 		$380K Buy
3,651
+49
+1% +$4.8K 0.21% 77
2024
Q1 		$331K Buy
3,602
+507
+16% +$45.9K 0.2% 86
2023
Q4 		$279K Sell
3,095
-480
-13% -$41.6K 0.2% 88
2023
Q3 		$292K Buy
3,575
+43
+1% +$3.54K 0.23% 83
2023
Q2 		$286K Sell
3,532
-569
-14% -$43.8K 0.23% 87
2023
Q1 		$294K Sell
4,101
-545
-12% -$39.5K 0.25% 80
2022
Q4 		$305K Buy
4,646
+1,415
+44% +$91K 0.22% 71
2022
Q3 		$211K Buy
3,231
+270
+9% +$21.1K 0.17% 83
2022
Q2 		$246K Sell
2,961
-60
-2% -$5.34K 0.18% 89
2022
Q1 		$296K Hold
3,021
– – 0.16% 91
2021
Q4 		$280K Buy
+3,021
New +$252K 0.18% 87

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

Hutchens & Kramer Investment Management Group's WELL Position: Q1 2026 in Review

Hutchens & Kramer Investment Management Group sold out of Welltower (WELL) in Q1 2026, closing a stake of 3,294 shares — an estimated $611K sold.

Hutchens & Kramer Investment Management Group first reported a position in WELL in Q4 2021 and held it in 17 quarters. The position peaked at $614K in Q3 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Hutchens & Kramer Investment Management Group reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 3,294 Welltower shares in Q1 2026, an estimated $611K.
  • Hutchens & Kramer Investment Management Group first reported a position in Welltower in Q4 2021 and held it in 17 quarters.
  • Hutchens & Kramer Investment Management Group's Welltower position peaked at $614K in Q3 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2026, filed 15 Apr 2026.