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Achmea Investment Management’s Welltower WELL Stock Holding History

Achmea 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
2025
Q3 		– Sell
-40,779
Closed -$6.27M – 334
2025
Q2 		$6.27M Buy
40,779
+18,619
+84% +$2.78M 0.08% 211
2025
Q1 		$3.4M Buy
22,160
+6,611
+43% +$942K 0.05% 243
2024
Q4 		$1.96M Buy
+15,549
New +$2.04M 0.03% 292
2023
Q3 		– Sell
-1,744
Closed -$141K – 631
2023
Q2 		$141K Buy
1,744
+890
+104% +$68.6K ﹤0.01% 539
2023
Q1 		$61K Sell
854
-9,844
-92% -$714K ﹤0.01% 521
2022
Q4 		$657K Sell
10,698
-21,496
-67% -$1.38M 0.02% 454
2022
Q3 		$2.07M Hold
32,194
– – 0.07% 269
2022
Q2 		$2.65M Hold
32,194
– – 0.09% 244
2022
Q1 		$3.1M Buy
+32,194
New +$2.8M 0.08% 258
2021
Q4 		– Sell
-52,351
Closed -$4.31M – 629
2021
Q3 		$4.31M Buy
52,351
+854
+2% +$73.4K 0.13% 216
2021
Q2 		$4.28M Sell
51,497
-13,009
-20% -$996K 0.15% 186
2021
Q1 		$4.62M Buy
64,506
+431
+0.7% +$28.9K 0.16% 173
2020
Q4 		$4.14M Buy
64,075
+7,298
+13% +$443K 0.15% 177
2020
Q3 		$3.13M Sell
56,777
-60,674
-52% -$3.33M 0.13% 196
2020
Q2 		$6.08M Buy
117,451
+17,796
+18% +$875K 0.21% 102
2020
Q1 		$4.56M Buy
99,655
+51,967
+109% +$3.83M 0.21% 103
2019
Q4 		$3.9M Sell
47,688
-11,697
-20% -$1M 0.15% 164
2019
Q3 		$5.38M Hold
59,385
– – 0.21% 122
2019
Q2 		$4.84M Buy
+59,385
New +$4.67M 0.18% 137
2018
Q4 		– Sell
-7,759
Closed -$499K – 497
2018
Q3 		$499K Buy
+7,759
New +$501K 0.02% 434
2018
Q2 		– Sell
-44,229
Closed -$2.41M – 510
2018
Q1 		$2.41M Sell
44,229
-4,044
-8% -$228K 0.08% 267
2017
Q4 		$3.08M Buy
48,273
+23,340
+94% +$1.57M 0.1% 242
2017
Q3 		$1.75M Sell
24,933
-5,435
-18% -$395K 0.1% 256
2017
Q2 		$2.27M Sell
30,368
-3,801
-11% -$278K 0.14% 205
2017
Q1 		$2.42M Buy
+34,169
New +$2.31M 0.11% 237

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Achmea Investment Management's WELL Position: Q3 2025 in Review

Achmea Investment Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 40,779 shares — an estimated $6.27M sold.

Achmea Investment Management first reported a position in WELL in Q1 2017 and held it in 25 quarters. The position peaked at $6.27M in Q2 2025. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Achmea Investment Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Achmea Investment Management sold 40,779 Welltower shares in Q3 2025, an estimated $6.27M.
  • Achmea Investment Management first reported a position in Welltower in Q1 2017 and held it in 25 quarters.
  • Achmea Investment Management's Welltower position peaked at $6.27M in Q2 2025.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Achmea Investment Management's 13F filing for Q3 2025, filed 21 Nov 2025.