Militia Capital Partners’s Welltower WELL Stock Holding History

Militia Capital 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	-800	Closed	-$101K	–	265
2024 Q4	$101K	Buy	+800	New	+$105K	0.09%	134

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Militia Capital Partners's WELL Position: Q1 2025 in Review

Militia Capital Partners sold out of Welltower (WELL) in Q1 2025, closing a stake of 800 shares — an estimated $101K sold.

Militia Capital Partners first reported a position in WELL in Q4 2024 and held it in 1 quarter. The position peaked at $101K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Militia Capital Partners reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Militia Capital Partners sold 800 Welltower shares in Q1 2025, an estimated $101K.
Militia Capital Partners first reported a position in Welltower in Q4 2024 and held it in 1 quarter.
Militia Capital Partners's Welltower position peaked at $101K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Militia Capital Partners's 13F filing for Q1 2025, filed 6 Jun 2025.