Svenska Handelsbanken’s Welltower WELL Stock Holding History

Svenska Handelsbanken’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
2025 Q3	–	Sell	-32,992	Closed	-$5.07M	–	17
2025 Q2	$5.07M	Buy	+32,992	New	+$4.93M	4.78%	6

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Svenska Handelsbanken's WELL Position: Q3 2025 in Review

Svenska Handelsbanken sold out of Welltower (WELL) in Q3 2025, closing a stake of 32,992 shares — an estimated $5.07M sold.

Svenska Handelsbanken first reported a position in WELL in Q2 2025 and held it in 1 quarter. The position peaked at $5.07M in Q2 2025. 1,330 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

Svenska Handelsbanken reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
Svenska Handelsbanken sold 32,992 Welltower shares in Q3 2025, an estimated $5.07M.
Svenska Handelsbanken first reported a position in Welltower in Q2 2025 and held it in 1 quarter.
Svenska Handelsbanken's Welltower position peaked at $5.07M in Q2 2025.
1,330 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Svenska Handelsbanken's 13F filing for Q3 2025, filed 14 Oct 2025.