Red Cedar Investment Management’s Welltower WELL Stock Holding History

Red Cedar 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	$5.28M	Sell	26,713 -169	-0.6%	-$33.4K	0.55%	38
2025 Q4	$4.99M	Buy	26,882 +6,442	+32%	+$1.2M	0.54%	34
2025 Q3	$3.64M	Buy	20,440 +5,455	+36%	+$897K	0.43%	42
2025 Q2	$2.3M	Buy	14,985 +729	+5%	+$109K	0.29%	51
2025 Q1	$2.18M	Hold	14,256	–	–	0.3%	50
2024 Q4	$1.8M	Sell	14,256 -8,730	-38%	-$1.15M	0.23%	51
2024 Q3	$2.94M	Buy	22,986 +15,547	+209%	+$1.81M	0.37%	40
2024 Q2	$776K	Sell	7,439 -1,705	-19%	-$167K	0.11%	69
2024 Q1	$854K	Buy	+9,144	New	+$828K	0.11%	76

Other funds holding WELL

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Red Cedar Investment Management's WELL Position: Q1 2026 in Review

Red Cedar Investment Management reduced its Welltower (WELL) stake by 0.63% in Q1 2026, selling an estimated $33.4K and leaving 26,713 shares worth $5.28M. The position accounts for 0.55% of the portfolio, ranked #38.

Red Cedar Investment Management first reported a position in WELL in Q1 2024 and has held it in 9 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Red Cedar Investment Management held 26,713 shares of Welltower worth $5.28M as of Q1 2026.
Red Cedar Investment Management sold 169 Welltower shares in Q1 2026, an estimated $33.4K.
Welltower made up 0.55% of Red Cedar Investment Management's portfolio in Q1 2026, its #38 holding.
Red Cedar Investment Management first reported a position in Welltower in Q1 2024 and has held it in 9 quarters since.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.