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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
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

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Avanza Fonder's WELL Position: Q2 2026 in Review

Avanza Fonder increased its Welltower (WELL) stake by 14% in Q2 2026, buying an estimated $2.09M and bringing the position to 82,151 shares worth $18.6M. The position accounts for 0.41% of the portfolio, ranked #40.

Avanza Fonder first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Avanza Fonder held 82,151 shares of Welltower worth $18.6M as of Q2 2026.
  • Avanza Fonder bought 9,881 Welltower shares in Q2 2026, an estimated $2.09M.
  • Welltower made up 0.41% of Avanza Fonder's portfolio in Q2 2026, its #40 holding.
  • Avanza Fonder first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.