Avanza Fonder
WELL icon

Avanza Fonder’s Welltower WELL Stock Holding History

Avanza Fonder’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 		$21.7M Buy
94,342
+12,191
+15% +$2.88M 0.42% 39
2026
Q2 		$18.6M Buy
82,151
+9,881
+14% +$2.09M 0.41% 40
2026
Q1 		$14.3M Sell
72,270
-3,345
-4% -$661K 0.4% 46
2025
Q4 		$14M Buy
75,615
+5,156
+7% +$963K 0.36% 52
2025
Q3 		$12.6M Buy
70,459
+6,055
+9% +$995K 0.33% 55
2025
Q2 		$9.9M Buy
64,404
+4,217
+7% +$630K 0.29% 63
2025
Q1 		$9.21M Sell
60,187
-5,909
-9% -$842K 0.3% 61
2024
Q4 		$8.33M Buy
+66,096
New +$8.68M 0.25% 68

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

Avanza Fonder's WELL Position: Q3 2026 in Review

Avanza Fonder increased its Welltower (WELL) stake by 15% in Q3 2026, buying an estimated $2.88M and bringing the position to 94,342 shares worth $21.7M. The position accounts for 0.42% of the portfolio, ranked #39.

Avanza Fonder first reported a position in WELL in Q4 2024 and has held it in 8 quarters since. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Avanza Fonder held 94,342 shares of Welltower worth $21.7M as of Q3 2026.
  • Avanza Fonder bought 12,191 Welltower shares in Q3 2026, an estimated $2.88M.
  • Welltower made up 0.42% of Avanza Fonder's portfolio in Q3 2026, its #39 holding.
  • Avanza Fonder first reported a position in Welltower in Q4 2024 and has held it in 8 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.