ASR Vermogensbeheer
WELL icon

ASR Vermogensbeheer’s Welltower WELL Stock Holding History

ASR Vermogensbeheer’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
Q3 		$6.25M Buy
27,151
+20,605
+315% +$4.87M 0.06% 262
2026
Q2 		$1.49M Sell
6,546
-89,876
-93% -$19M 0.02% 385
2026
Q1 		$19.1M Buy
96,422
+845
+0.9% +$167K 0.22% 101
2025
Q4 		$17.7M Buy
95,577
+24,744
+35% +$4.62M 0.21% 96
2025
Q3 		$12.6M Buy
70,833
+9,138
+15% +$1.5M 0.15% 129
2025
Q2 		$9.48M Buy
61,695
+14,683
+31% +$2.19M 0.12% 159
2025
Q1 		$7.2M Buy
+47,012
New +$6.7M 0.11% 181

Other funds holding WELL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

ASR Vermogensbeheer's WELL Position: Q3 2026 in Review

ASR Vermogensbeheer increased its Welltower (WELL) stake by 315% in Q3 2026, buying an estimated $4.87M and bringing the position to 27,151 shares worth $6.25M. The position accounts for 0.06% of the portfolio, ranked #262.

ASR Vermogensbeheer first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.1M in Q1 2026. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • ASR Vermogensbeheer held 27,151 shares of Welltower worth $6.25M as of Q3 2026.
  • ASR Vermogensbeheer bought 20,605 Welltower shares in Q3 2026, an estimated $4.87M.
  • Welltower made up 0.06% of ASR Vermogensbeheer's portfolio in Q3 2026, its #262 holding.
  • ASR Vermogensbeheer first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • ASR Vermogensbeheer's Welltower position peaked at $19.1M in Q1 2026.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on ASR Vermogensbeheer's 13F filing for Q3 2026, filed 16 Oct 2026.