KLP Kapitalforvaltning
WELL icon

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
Q3 		$76.8M Buy
333,746
+9,600
+3% +$2.27M 0.24% 75
2026
Q2 		$73.6M Buy
324,146
+20,800
+7% +$4.4M 0.24% 75
2026
Q1 		$60M Buy
303,346
+12,200
+4% +$2.41M 0.24% 77
2025
Q4 		$54M Buy
291,146
+50,900
+21% +$9.5M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

KLP Kapitalforvaltning's WELL Position: Q3 2026 in Review

KLP Kapitalforvaltning increased its Welltower (WELL) stake by 3% in Q3 2026, buying an estimated $2.27M and bringing the position to 333,746 shares worth $76.8M. The position accounts for 0.24% of the portfolio, ranked #75.

KLP Kapitalforvaltning first reported a position in WELL in Q4 2024 and has held it in 8 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • KLP Kapitalforvaltning held 333,746 shares of Welltower worth $76.8M as of Q3 2026.
  • KLP Kapitalforvaltning bought 9,600 Welltower shares in Q3 2026, an estimated $2.27M.
  • Welltower made up 0.24% of KLP Kapitalforvaltning's portfolio in Q3 2026, its #75 holding.
  • KLP Kapitalforvaltning first reported a position in Welltower in Q4 2024 and has held it in 8 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q3 2026, filed 10 Nov 2026.