Nordea Investment Management’s Welltower WELL Stock Holding History

Nordea Investment Management’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	$480M	Buy	2,099,648 +69,354	+3%	+$14.7M	0.39%	53
2026 Q1	$399M	Buy	2,030,294 +99,400	+5%	+$19.6M	0.37%	60
2025 Q4	$359M	Buy	1,930,894 +204,317	+12%	+$38.2M	0.31%	84
2025 Q3	$307M	Buy	1,726,577 +124,087	+8%	+$20.4M	0.27%	100
2025 Q2	$243M	Buy	1,602,490 +70,574	+5%	+$10.5M	0.23%	117
2025 Q1	$236M	Buy	1,531,916 +54,528	+4%	+$7.77M	0.25%	109
2024 Q4	$186M	Buy	1,477,388 +324,520	+28%	+$42.6M	0.19%	136
2024 Q3	$147M	Sell	1,152,868 -59,736	-5%	-$6.97M	0.17%	157
2024 Q2	$126M	Buy	1,212,604 +94,271	+8%	+$9.24M	0.15%	170
2024 Q1	$104M	Buy	1,118,333 +523,656	+88%	+$47.4M	0.12%	196
2023 Q4	$54.1M	Buy	594,677 +555,353	+1,412%	+$48.2M	0.07%	242
2023 Q3	$3.25M	Sell	39,324 -512	-1%	-$42.1K	﹤0.01%	612
2023 Q2	$3.22M	Buy	39,836 +3,632	+10%	+$280K	﹤0.01%	607
2023 Q1	$2.58M	Buy	36,204 +220	+0.6%	+$16K	﹤0.01%	640
2022 Q4	$2.36M	Sell	35,984 -772	-2%	-$49.6K	﹤0.01%	644
2022 Q3	$2.33M	Sell	36,756 -3,721	-9%	-$291K	﹤0.01%	653
2022 Q2	$3.36M	Buy	40,477 +3,789	+10%	+$337K	0.01%	624
2022 Q1	$3.59M	Sell	36,688 -97	-0.3%	-$8.43K	﹤0.01%	634
2021 Q4	$3.16M	Sell	36,785 -788	-2%	-$65.7K	﹤0.01%	648
2021 Q3	$3.15M	Hold	37,573	–	–	﹤0.01%	660
2021 Q2	$3.12M	Sell	37,573 -13,217	-26%	-$1.01M	﹤0.01%	651
2021 Q1	$3.67M	Buy	50,790 +1,424	+3%	+$95.6K	0.01%	625
2020 Q4	$3.19M	Sell	49,366 -7,501	-13%	-$455K	0.01%	644
2020 Q3	$3.18M	Sell	56,867 -58,893	-51%	-$3.23M	0.01%	600
2020 Q2	$5.9M	Buy	115,760 +58,710	+103%	+$2.89M	0.01%	594
2020 Q1	$2.63M	Sell	57,050 -87	-0.2%	-$6.42K	0.01%	602
2019 Q4	$4.64M	Buy	57,137 +2,348	+4%	+$201K	0.01%	564
2019 Q3	$4.97M	Sell	54,789 -998	-2%	-$86.8K	0.01%	481
2019 Q2	$4.55M	Sell	55,787 -561,617	-91%	-$44.1M	0.01%	527
2019 Q1	$47.9M	Buy	617,404 +110,146	+22%	+$8.26M	0.1%	177
2018 Q4	$35.2M	Buy	507,258 +447,058	+743%	+$30.4M	0.08%	192
2018 Q3	$3.87M	Buy	+60,200	New	+$3.89M	0.01%	752

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Nordea Investment Management's WELL Position: Q2 2026 in Review

Nordea Investment Management increased its Welltower (WELL) stake by 3.4% in Q2 2026, buying an estimated $14.7M and bringing the position to 2,099,648 shares worth $480M. The position accounts for 0.39% of the portfolio, ranked #53.

Nordea Investment Management first reported a position in WELL in Q3 2018 and has held it in 32 quarters since. 795 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Nordea Investment Management held 2,099,648 shares of Welltower worth $480M as of Q2 2026.
Nordea Investment Management bought 69,354 Welltower shares in Q2 2026, an estimated $14.7M.
Welltower made up 0.39% of Nordea Investment Management's portfolio in Q2 2026, its #53 holding.
Nordea Investment Management first reported a position in Welltower in Q3 2018 and has held it in 32 quarters since.
795 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Nordea Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.