Pensionfund DSM Netherlands’s Welltower WELL Stock Holding History

Pensionfund DSM Netherlands’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	$13.7M	Hold	60,253	–	–	7.04%	3
2026 Q1	$11.9M	Buy	60,253 +7,500	+14%	+$1.48M	6.89%	3
2025 Q4	$9.79M	Hold	52,753	–	–	6.45%	3
2025 Q3	$9.4M	Hold	52,753	–	–	6.09%	3
2025 Q2	$8.11M	Hold	52,753	–	–	5.47%	3
2025 Q1	$8.08M	Hold	52,753	–	–	5.35%	3
2024 Q4	$6.65M	Sell	52,753 -11,000	-17%	-$1.44M	4.13%	7
2024 Q3	$8.16M	Hold	63,753	–	–	3.74%	7
2024 Q2	$6.65M	Hold	63,753	–	–	3.53%	7
2024 Q1	$5.96M	Buy	63,753 +8,000	+14%	+$724K	3.19%	7
2023 Q4	$5.03M	Hold	55,753	–	–	3.03%	7
2023 Q3	$4.57M	Hold	55,753	–	–	3.18%	6
2023 Q2	$4.51M	Hold	55,753	–	–	2.94%	8
2023 Q1	$4M	Hold	55,753	–	–	2.71%	8
2022 Q4	$3.65M	Sell	55,753 -2,000	-3%	-$129K	2.54%	8
2022 Q3	$3.71M	Hold	57,753	–	–	2.68%	8
2022 Q2	$4.76M	Sell	57,753 -4,000	-6%	-$356K	3.01%	7
2022 Q1	$5.94M	Sell	61,753 -24,200	-28%	-$2.1M	2.83%	7
2021 Q4	$7.37M	Sell	85,953 -2,000	-2%	-$167K	0.85%	19
2021 Q3	$7.25M	Buy	87,953 +5,200	+6%	+$447K	0.92%	14
2021 Q2	$6.88M	Sell	82,753 -2,000	-2%	-$153K	0.88%	16
2021 Q1	$6.07M	Buy	84,753 +9,800	+13%	+$658K	0.81%	19
2020 Q4	$4.13M	Hold	74,953	–	–	0.74%	31
2020 Q3	$4.13M	Sell	74,953 -5,000	-6%	-$275K	0.74%	31
2020 Q2	$4.14M	Sell	79,953 -4,000	-5%	-$197K	0.77%	30
2020 Q1	$3.84M	Buy	83,953 +24,000	+40%	+$1.77M	0.86%	24
2019 Q4	$4.9M	Hold	59,953	–	–	0.8%	22
2019 Q3	$4.89M	Hold	59,953	–	–	0.88%	20
2019 Q2	$4.89M	Hold	59,953	–	–	0.88%	20
2019 Q1	$4.65M	Sell	59,953 -4,000	-6%	-$300K	0.85%	19
2018 Q4	$4.44M	Hold	63,953	–	–	0.88%	18
2018 Q3	$4.11M	Hold	63,953	–	–	0.72%	21
2018 Q2	$4.01M	Hold	63,953	–	–	0.71%	22
2018 Q1	$3.48M	Buy	63,953 +14,000	+28%	+$790K	0.63%	41
2017 Q4	$3.19M	Hold	49,953	–	–	0.45%	105
2017 Q3	$3.51M	Hold	49,953	–	–	0.53%	72
2017 Q2	$3.74M	Hold	49,953	–	–	0.58%	59
2017 Q1	$3.54M	Hold	49,953	–	–	0.52%	60
2016 Q4	$3.34M	Hold	49,953	–	–	0.48%	86
2016 Q3	$3.73M	Hold	49,953	–	–	0.5%	83
2016 Q2	$3.81M	Hold	49,953	–	–	0.51%	69
2016 Q1	$3.46M	Buy	49,953 +11,000	+28%	+$709K	0.47%	88
2015 Q4	$2.65M	Buy	38,953 +7,000	+22%	+$457K	0.36%	134
2015 Q3	$2.16M	Hold	31,953	–	–	0.31%	136
2015 Q2	$2.1M	Hold	31,953	–	–	0.33%	121
2015 Q1	$2.47M	Sell	31,953 -6,900	-18%	-$543K	0.35%	121
2014 Q4	$2.94M	Hold	38,853	–	–	0.41%	105
2014 Q3	$2.42M	Hold	38,853	–	–	0.36%	119
2014 Q2	$2.44M	Hold	38,853	–	–	0.36%	120
2014 Q1	$2.32M	Hold	38,853	–	–	0.37%	118
2013 Q4	$2.08M	Hold	38,853	–	–	0.32%	116
2013 Q3	$2.42M	Sell	38,853 -7,500	-16%	-$477K	0.41%	93
2013 Q2	$3.11M	Buy	+46,353	New	+$3.29M	0.58%	59

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pensionfund DSM Netherlands's WELL Position: Q2 2026 in Review

Pensionfund DSM Netherlands held its Welltower (WELL) position steady in Q2 2026 at 60,253 shares worth $13.7M. The position accounts for 7.04% of the portfolio, ranked #3.

Pensionfund DSM Netherlands first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Pensionfund DSM Netherlands held 60,253 shares of Welltower worth $13.7M as of Q2 2026.
Pensionfund DSM Netherlands left its Welltower share count unchanged in Q2 2026.
Welltower made up 7.04% of Pensionfund DSM Netherlands's portfolio in Q2 2026, its #3 holding.
Pensionfund DSM Netherlands first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pensionfund DSM Netherlands's 13F filing for Q2 2026, filed 1 Jul 2026.