Livforsakringsbolaget Skandia’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Hold |
5,713
| – | – | 0.04% | 157 |
|
|
2025
Q4 | $1.06M | Hold |
5,713
| – | – | 0.04% | 174 |
|
|
2025
Q3 | $1.02M | Sell |
5,713
-700
| -11% | -$115K | 0.04% | 188 |
|
|
2025
Q2 | $985K | Hold |
6,413
| – | – | 0.04% | 191 |
|
|
2025
Q1 | $983K | Hold |
6,413
| – | – | 0.06% | 195 |
|
|
2024
Q4 | $807K | Buy |
6,413
+1,600
| +33% | +$210K | 0.04% | 205 |
|
|
2024
Q3 | $616K | Buy |
4,813
+3,668
| +320% | +$428K | 0.03% | 251 |
|
|
2024
Q2 | $119K | Buy |
1,145
+400
| +54% | +$39.2K | 0.01% | 269 |
|
|
2024
Q1 | $69.5K | Hold |
745
| – | – | 0.01% | 359 |
|
|
2023
Q4 | $67.2K | Hold |
745
| – | – | 0.01% | 355 |
|
|
2023
Q3 | $61K | Hold |
745
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $60.2K | Hold |
745
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $53.4K | Hold |
745
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $48.8K | Hold |
745
| – | – | 0.01% | 330 |
|
|
2022
Q3 | $48K | Sell |
745
-2,600
| -78% | -$203K | 0.01% | 323 |
|
|
2022
Q2 | $275K | Sell |
3,345
-400
| -11% | -$35.6K | 0.02% | 292 |
|
|
2022
Q1 | $360K | Hold |
3,745
| – | – | 0.02% | 327 |
|
|
2021
Q4 | $321K | Sell |
3,745
-2,500
| -40% | -$208K | 0.02% | 382 |
|
|
2021
Q3 | $514K | Hold |
6,245
| – | – | 0.03% | 329 |
|
|
2021
Q2 | $519K | Hold |
6,245
| – | – | 0.03% | 341 |
|
|
2021
Q1 | $447K | Hold |
6,245
| – | – | 0.03% | 333 |
|
|
2020
Q4 | $404K | Buy |
6,245
+2,000
| +47% | +$121K | 0.03% | 355 |
|
|
2020
Q3 | $234K | Hold |
4,245
| – | – | 0.03% | 361 |
|
|
2020
Q2 | $220K | Hold |
4,245
| – | – | 0.03% | 366 |
|
|
2020
Q1 | $194K | Buy |
4,245
+1,300
| +44% | +$95.9K | 0.03% | 340 |
|
|
2019
Q4 | $241K | Sell |
2,945
-1,500
| -34% | -$128K | 0.03% | 301 |
|
|
2019
Q3 | $403K | Hold |
4,445
| – | – | 0.05% | 275 |
|
|
2019
Q2 | $362K | Buy |
4,445
+1,100
| +33% | +$86.5K | 0.04% | 280 |
|
|
2019
Q1 | $260K | Hold |
3,345
| – | – | 0.03% | 305 |
|
|
2018
Q4 | $232K | Hold |
3,345
| – | – | 0.03% | 299 |
|
|
2018
Q3 | $215K | Sell |
3,345
-2,200
| -40% | -$142K | 0.03% | 364 |
|
|
2018
Q2 | $348K | Hold |
5,545
| – | – | 0.03% | 369 |
|
|
2018
Q1 | $302K | Hold |
5,545
| – | – | 0.03% | 388 |
|
|
2017
Q4 | $354K | Sell |
5,545
-1,400
| -20% | -$94K | 0.03% | 364 |
|
|
2017
Q3 | $488K | Hold |
6,945
| – | – | 0.04% | 340 |
|
|
2017
Q2 | $520K | Hold |
6,945
| – | – | 0.05% | 327 |
|
|
2017
Q1 | $492K | Sell |
6,945
-17,000
| -71% | -$1.15M | 0.05% | 333 |
|
|
2016
Q4 | $1.6K | Buy |
23,945
+11,162
| +87% | +$739K | 0.08% | 262 |
|
|
2016
Q3 | $1.45M | Sell |
12,783
-20,462
| -62% | -$1.57M | 0.07% | 366 |
|
|
2016
Q2 | $2.53M | Hold |
33,245
| – | – | 0.11% | 214 |
|
|
2016
Q1 | $2.31M | Buy |
33,245
+6,900
| +26% | +$445K | 0.11% | 211 |
|
|
2015
Q4 | $1.79M | Sell |
26,345
-8,200
| -24% | -$535K | 0.08% | 261 |
|
|
2015
Q3 | $2.34M | Hold |
34,545
| – | – | 0.12% | 187 |
|
|
2015
Q2 | $2.27M | Hold |
34,545
| – | – | 0.11% | 204 |
|
|
2015
Q1 | $2.67M | Buy |
34,545
+5,900
| +21% | +$464K | 0.13% | 172 |
|
|
2014
Q4 | $2.17M | Sell |
28,645
-14,600
| -34% | -$1.04M | 0.1% | 226 |
|
|
2014
Q3 | $2.7M | Hold |
43,245
| – | – | 0.1% | 229 |
|
|
2014
Q2 | $2.71M | Hold |
43,245
| – | – | 0.1% | 229 |
|
|
2014
Q1 | $2.58M | Buy |
+43,245
| New | +$2.47M | 0.1% | 227 |
|
Other funds holding WELL
VCM
VPM
Livforsakringsbolaget Skandia's WELL Position: Q1 2026 in Review
Livforsakringsbolaget Skandia held its Welltower (WELL) position steady in Q1 2026 at 5,713 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #157.
Livforsakringsbolaget Skandia first reported a position in WELL in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.71M in Q2 2014. 1,487 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Livforsakringsbolaget Skandia held 5,713 shares of Welltower worth $1.13M as of Q1 2026.
- Livforsakringsbolaget Skandia left its Welltower share count unchanged in Q1 2026.
- Welltower made up 0.04% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #157 holding.
- Livforsakringsbolaget Skandia first reported a position in Welltower in Q1 2014 and has held it in 49 quarters since.
- Livforsakringsbolaget Skandia's Welltower position peaked at $2.71M in Q2 2014.
- 1,487 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.