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BI Asset Management Fondsmaeglerselskab’s Welltower WELL Stock Holding History

BI Asset Management Fondsmaeglerselskab’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 		$9.7M Buy
42,737
+8,357
+24% +$1.77M 0.08% 200
2026
Q1 		$6.8M Sell
34,380
-23,563
-41% -$4.66M 0.07% 207
2025
Q4 		$10.8M Sell
57,943
-26,827
-32% -$5.01M 0.09% 163
2025
Q3 		$15.1M Sell
84,770
-55,002
-39% -$9.04M 0.14% 133
2025
Q2 		$21.5M Buy
139,772
+76,729
+122% +$11.5M 0.21% 101
2025
Q1 		$9.66M Sell
63,043
-10,583
-14% -$1.51M 0.11% 161
2024
Q4 		$9.28M Buy
73,626
+42,406
+136% +$5.57M 0.1% 162
2024
Q3 		$4M Sell
31,220
-4,186
-12% -$488K 0.07% 200
2024
Q2 		$3.69M Buy
35,406
+11,022
+45% +$1.08M 0.06% 229
2024
Q1 		$2.28M Sell
24,384
-2,372
-9% -$215K 0.04% 252
2023
Q4 		$2.41M Sell
26,756
-47,086
-64% -$4.09M 0.05% 260
2023
Q3 		$6.05M Buy
73,842
+42,635
+137% +$3.51M 0.14% 130
2023
Q2 		$2.52M Buy
31,207
+14,284
+84% +$1.1M 0.06% 221
2023
Q1 		$1.21M Sell
16,923
-20,995
-55% -$1.52M 0.03% 298
2022
Q4 		$2.49M Buy
37,918
+26,261
+225% +$1.69M 0.07% 200
2022
Q3 		$750K Sell
11,657
-4,851
-29% -$379K 0.04% 232
2022
Q2 		$1.36M Buy
16,508
+4,128
+33% +$367K 0.06% 185
2022
Q1 		$1.19M Buy
+12,380
New +$1.08M 0.05% 216
2021
Q1 		– Sell
-27,604
Closed -$1.78M – 458
2020
Q4 		$1.78M Buy
+27,604
New +$1.68M 0.08% 171
2019
Q2 		– Sell
-5,100
Closed -$396K – 317
2019
Q1 		$396K Sell
5,100
-5,400
-51% -$405K 0.02% 118
2018
Q4 		$729K Buy
+10,500
New +$714K 0.05% 121

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's WELL Position: Q2 2026 in Review

BI Asset Management Fondsmaeglerselskab increased its Welltower (WELL) stake by 24% in Q2 2026, buying an estimated $1.77M and bringing the position to 42,737 shares worth $9.7M. The position accounts for 0.08% of the portfolio, ranked #200.

BI Asset Management Fondsmaeglerselskab first reported a position in WELL in Q4 2018 and has held it in 21 quarters since. The position peaked at $21.5M in Q2 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • BI Asset Management Fondsmaeglerselskab held 42,737 shares of Welltower worth $9.7M as of Q2 2026.
  • BI Asset Management Fondsmaeglerselskab bought 8,357 Welltower shares in Q2 2026, an estimated $1.77M.
  • Welltower made up 0.08% of BI Asset Management Fondsmaeglerselskab's portfolio in Q2 2026, its #200 holding.
  • BI Asset Management Fondsmaeglerselskab first reported a position in Welltower in Q4 2018 and has held it in 21 quarters since.
  • BI Asset Management Fondsmaeglerselskab's Welltower position peaked at $21.5M in Q2 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q2 2026, filed 10 Aug 2026.