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Storebrand Asset Management’s Welltower WELL Stock Holding History

Storebrand Asset 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 		$180M Buy
790,981
+4,376
+0.6% +$925K 0.44% 40
2026
Q1 		$156M Buy
786,605
+7,909
+1% +$1.56M 0.45% 40
2025
Q4 		$145M Buy
778,696
+98,519
+14% +$18.4M 0.39% 45
2025
Q3 		$121M Buy
680,177
+122,490
+22% +$20.1M 0.32% 65
2025
Q2 		$85.7M Buy
557,687
+69,670
+14% +$10.4M 0.25% 83
2025
Q1 		$74.8M Sell
488,017
-9,443
-2% -$1.35M 0.24% 91
2024
Q4 		$62.7M Buy
497,460
+256,145
+106% +$33.6M 0.19% 107
2024
Q3 		$30.9M Buy
241,315
+55,745
+30% +$6.5M 0.1% 209
2024
Q2 		$19.3M Buy
185,570
+22,436
+14% +$2.2M 0.06% 284
2024
Q1 		$15.2M Buy
163,134
+3,947
+2% +$357K 0.05% 326
2023
Q4 		$14.4M Buy
159,187
+13,892
+10% +$1.21M 0.05% 333
2023
Q3 		$11.9M Sell
145,295
-10,386
-7% -$854K 0.06% 334
2023
Q2 		$12.6M Buy
155,681
+1,508
+1% +$116K 0.06% 327
2023
Q1 		$11.1M Sell
154,173
-13,838
-8% -$1M 0.06% 348
2022
Q4 		$11M Sell
168,011
-2,430
-1% -$156K 0.06% 337
2022
Q3 		$11M Buy
170,441
+615
+0.4% +$48.1K 0.07% 317
2022
Q2 		$14M Buy
169,826
+1,003
+0.6% +$89.2K 0.08% 282
2022
Q1 		$16.2M Sell
168,823
-12,807
-7% -$1.11M 0.08% 276
2021
Q4 		$15.6M Sell
181,630
-18,373
-9% -$1.53M 0.07% 305
2021
Q3 		$16.5M Sell
200,003
-553
-0.3% -$47.5K 0.08% 285
2021
Q2 		$16.7M Sell
200,556
-3,197
-2% -$245K 0.08% 288
2021
Q1 		$14.6M Sell
203,753
-2,989
-1% -$201K 0.08% 290
2020
Q4 		$13.4M Buy
206,742
+9,088
+5% +$552K 0.08% 294
2020
Q3 		$10.9M Sell
197,654
-6,511
-3% -$358K 0.08% 259
2020
Q2 		$10.6M Buy
204,165
+2,245
+1% +$110K 0.09% 244
2020
Q1 		$9.24M Buy
+201,920
New +$14.9M 0.1% 228

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Storebrand Asset Management's WELL Position: Q2 2026 in Review

Storebrand Asset Management increased its Welltower (WELL) stake by 0.56% in Q2 2026, buying an estimated $925K and bringing the position to 790,981 shares worth $180M. The position accounts for 0.44% of the portfolio, ranked #40.

Storebrand Asset Management first reported a position in WELL in Q1 2020 and has held it in 26 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Storebrand Asset Management held 790,981 shares of Welltower worth $180M as of Q2 2026.
  • Storebrand Asset Management bought 4,376 Welltower shares in Q2 2026, an estimated $925K.
  • Welltower made up 0.44% of Storebrand Asset Management's portfolio in Q2 2026, its #40 holding.
  • Storebrand Asset Management first reported a position in Welltower in Q1 2020 and has held it in 26 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.