S-Bank Fund Management’s Welltower WELL Stock Holding History

S-Bank Fund 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	$223K	Buy	+984	New	+$208K	0.03%	236

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

AIM

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

S-Bank Fund Management's WELL Position: Q2 2026 in Review

S-Bank Fund Management opened a new position in Welltower (WELL) in Q2 2026: 984 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #236 among its holdings.

802 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

S-Bank Fund Management held 984 shares of Welltower worth $223K as of Q2 2026.
Welltower was a new S-Bank Fund Management position in Q2 2026.
Welltower made up 0.03% of S-Bank Fund Management's portfolio in Q2 2026, its #236 holding.
802 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.