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Handelsinvest Investeringsforvaltning’s Welltower WELL Stock Holding History

Handelsinvest Investeringsforvaltning’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
2024
Q1 		$780K Sell
8,345
-1,586
-16% -$144K 0.37% 71
2023
Q4 		$895K Buy
+9,931
New +$862K 0.37% 73

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's WELL Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Welltower (WELL) stake by 16% in Q1 2024, selling an estimated $144K and leaving 8,345 shares worth $780K. The position accounts for 0.37% of the portfolio, ranked #71.

Handelsinvest Investeringsforvaltning first reported a position in WELL in Q4 2023 and has held it in 2 quarters since. The position peaked at $895K in Q4 2023. 963 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 8,345 shares of Welltower worth $780K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 1,586 Welltower shares in Q1 2024, an estimated $144K.
  • Welltower made up 0.37% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #71 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Welltower in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Welltower position peaked at $895K in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.