Handelsbanken Fonder’s Welltower WELL Stock Holding History

Handelsbanken 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	$80.1M	Buy	353,123 +36,308	+11%	+$7.68M	0.23%	73
2026 Q1	$62.6M	Buy	316,815 +1,218	+0.4%	+$241K	0.21%	91
2025 Q4	$58.6M	Buy	315,597 +3,884	+1%	+$725K	0.18%	104
2025 Q3	$55.5M	Buy	311,713 +8,423	+3%	+$1.38M	0.18%	106
2025 Q2	$46.6M	Sell	303,290 -21,162	-7%	-$3.16M	0.17%	118
2025 Q1	$49.7M	Sell	324,452 -11,373	-3%	-$1.62M	0.2%	98
2024 Q4	$42.3M	Buy	335,825 +18,807	+6%	+$2.47M	0.16%	116
2024 Q3	$40.6M	Buy	317,018 +22,369	+8%	+$2.61M	0.16%	130
2024 Q2	$30.7M	Buy	294,649 +62,140	+27%	+$6.09M	0.13%	156
2024 Q1	$21.7M	Buy	232,509 +18,220	+9%	+$1.65M	0.09%	204
2023 Q4	$19.3M	Buy	214,289 +19,459	+10%	+$1.69M	0.09%	217
2023 Q3	$16M	Buy	194,830 +919	+0.5%	+$75.6K	0.09%	234
2023 Q2	$15.7M	Buy	193,911 +31,877	+20%	+$2.46M	0.08%	251
2023 Q1	$11.6M	Buy	162,034 +16,802	+12%	+$1.22M	0.07%	296
2022 Q4	$9.52M	Buy	145,232 +7,064	+5%	+$454K	0.06%	319
2022 Q3	$8.89M	Hold	138,168	–	–	0.06%	298
2022 Q2	$11.4M	Buy	138,168 +3,613	+3%	+$321K	0.07%	261
2022 Q1	$12.9M	Buy	134,555 +2,923	+2%	+$254K	0.07%	261
2021 Q4	$11.3M	Sell	131,632 -10,529	-7%	-$878K	0.06%	320
2021 Q3	$11.7M	Buy	142,161 +7,445	+6%	+$640K	0.06%	298
2021 Q2	$11.2M	Buy	134,716 +29,150	+28%	+$2.23M	0.06%	309
2021 Q1	$7.56M	Buy	105,566 +8,109	+8%	+$545K	0.04%	348
2020 Q4	$6.3M	Buy	97,457 +3,438	+4%	+$209K	0.04%	376
2020 Q3	$5.18M	Buy	94,019 +3,700	+4%	+$203K	0.04%	363
2020 Q2	$4.67M	Buy	+90,319	New	+$4.44M	0.04%	354
2016 Q1	–	Sell	-37,037	Closed	-$2.52M	–	588
2015 Q4	$2.52M	Buy	+37,037	New	+$2.42M	0.05%	297

Other funds holding WELL

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder's WELL Position: Q2 2026 in Review

Handelsbanken Fonder increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $7.68M and bringing the position to 353,123 shares worth $80.1M. The position accounts for 0.23% of the portfolio, ranked #73.

Handelsbanken Fonder first reported a position in WELL in Q4 2015 and has held it in 26 quarters since. 218 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Handelsbanken Fonder held 353,123 shares of Welltower worth $80.1M as of Q2 2026.
Handelsbanken Fonder bought 36,308 Welltower shares in Q2 2026, an estimated $7.68M.
Welltower made up 0.23% of Handelsbanken Fonder's portfolio in Q2 2026, its #73 holding.
Handelsbanken Fonder first reported a position in Welltower in Q4 2015 and has held it in 26 quarters since.
218 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.