WELL β€” WELLTOWER INC REIT

Ownership history in Hurley Capital, LLC  Β·  1 quarter on record

AI Ownership Summary

Hurley Capital, LLC reported WELLTOWER INC REIT (WELL) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows WELL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WELL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hurley Capital, LLC's position in WELLTOWER INC REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WELL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hurley Capital, LLC held WELL β€” position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 5 β€” β€” 0.00% $891 2025-11-12 $190.96

FAQ About Hurley Capital, LLC and WELL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hurley Capital, LLC reported owning WELL?

Hurley Capital, LLC reported WELL across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported WELL position in Hurley Capital, LLC's portfolio?

The largest reported portfolio weight for WELL was 0.00% in 2025 Q3.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q3, when Hurley Capital, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $891.

What does the chart on this WELL ownership page compare?

The chart compares Hurley Capital, LLC's quarterly WELL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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