KK
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KLP Kapitalforvaltning’s Welltower WELL Stock Holding History

KLP Kapitalforvaltning’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
Q1 		$60M Buy
303,346
+12,200
+4% +$2.41M 0.24% 77
2025
Q4 		$54M Buy
291,146
+50,900
+21% +$9.51M 0.21% 89
2025
Q3 		$42.8M Buy
240,246
+6,400
+3% +$1.05M 0.17% 112
2025
Q2 		$35.9M Buy
233,846
+20,700
+10% +$3.09M 0.16% 129
2025
Q1 		$32.7M Buy
213,146
+2,400
+1% +$342K 0.16% 126
2024
Q4 		$26.6M Buy
+210,746
New +$27.7M 0.13% 154

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KLP Kapitalforvaltning's WELL Position: Q1 2026 in Review

KLP Kapitalforvaltning increased its Welltower (WELL) stake by 4.2% in Q1 2026, buying an estimated $2.41M and bringing the position to 303,346 shares worth $60M. The position accounts for 0.24% of the portfolio, ranked #77.

KLP Kapitalforvaltning first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • KLP Kapitalforvaltning held 303,346 shares of Welltower worth $60M as of Q1 2026.
  • KLP Kapitalforvaltning bought 12,200 Welltower shares in Q1 2026, an estimated $2.41M.
  • Welltower made up 0.24% of KLP Kapitalforvaltning's portfolio in Q1 2026, its #77 holding.
  • KLP Kapitalforvaltning first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q1 2026, filed 29 Apr 2026.