Swedbank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $133M | Sell |
586,668
-46,801
| -7% | -$9.89M | 0.11% | 141 |
|
|
2026
Q1 | $125M | Sell |
633,469
-43,717
| -6% | -$8.64M | 0.13% | 133 |
|
|
2025
Q4 | $126M | Sell |
677,186
-17,865
| -3% | -$3.34M | 0.12% | 132 |
|
|
2025
Q3 | $124M | Buy |
695,051
+28,832
| +4% | +$4.74M | 0.13% | 132 |
|
|
2025
Q2 | $102M | Buy |
666,219
+66,039
| +11% | +$9.87M | 0.12% | 142 |
|
|
2025
Q1 | $92M | Sell |
600,180
-35,103
| -6% | -$5M | 0.12% | 145 |
|
|
2024
Q4 | $80.1M | Sell |
635,283
-10,763
| -2% | -$1.41M | 0.1% | 153 |
|
|
2024
Q3 | $82.7M | Buy |
646,046
+17,554
| +3% | +$2.05M | 0.11% | 152 |
|
|
2024
Q2 | $65.5M | Sell |
628,492
-87,526
| -12% | -$8.58M | 0.09% | 168 |
|
|
2024
Q1 | $66.9M | Buy |
716,018
+522
| +0.1% | +$47.3K | 0.09% | 169 |
|
|
2023
Q4 | $64.5M | Buy |
715,496
+5,591
| +0.8% | +$485K | 0.1% | 159 |
|
|
2023
Q3 | $58.2M | Buy |
709,905
+12,145
| +2% | +$999K | 0.1% | 163 |
|
|
2023
Q2 | $56.4M | Buy |
697,760
+446,029
| +177% | +$34.4M | 0.1% | 168 |
|
|
2023
Q1 | $18M | Sell |
251,731
-4,784
| -2% | -$347K | 0.04% | 327 |
|
|
2022
Q4 | $16.8M | Sell |
256,515
-31,917
| -11% | -$2.05M | 0.04% | 341 |
|
|
2022
Q3 | $18.6M | Sell |
288,432
-1,498
| -0.5% | -$117K | 0.04% | 310 |
|
|
2022
Q2 | $23.9M | Sell |
289,930
-4,804
| -2% | -$427K | 0.05% | 268 |
|
|
2022
Q1 | $28.3M | Sell |
294,734
-117,180
| -28% | -$10.2M | 0.05% | 273 |
|
|
2021
Q4 | $35.4M | Sell |
411,914
-52,078
| -11% | -$4.34M | 0.06% | 252 |
|
|
2021
Q3 | $38.2M | Sell |
463,992
-18,580
| -4% | -$1.6M | 0.07% | 232 |
|
|
2021
Q2 | $40.1M | Buy |
482,572
+9,550
| +2% | +$731K | 0.08% | 227 |
|
|
2021
Q1 | $33.9M | Buy |
+473,022
| New | +$31.8M | 0.07% | 248 |
|
|
2020
Q4 | – | Sell |
-452,883
| Closed | -$24.9M | – | 132 |
|
|
2020
Q3 | $24.9M | Buy |
452,883
+193
| +0% | +$10.6K | 0.09% | 111 |
|
|
2020
Q2 | $23.4M | Sell |
452,690
-96,247
| -18% | -$4.73M | 0.09% | 111 |
|
|
2020
Q1 | $25.1M | Buy |
548,937
+33,184
| +6% | +$2.45M | 0.12% | 98 |
|
|
2019
Q4 | $41.8M | Sell |
515,753
-1,530,179
| -75% | -$131M | 0.17% | 105 |
|
|
2019
Q3 | $185M | Sell |
2,045,932
-27,984
| -1% | -$2.44M | 0.84% | 38 |
|
|
2019
Q2 | $169M | Buy |
2,073,916
+12,026
| +0.6% | +$945K | 0.77% | 42 |
|
|
2019
Q1 | $160M | Buy |
+2,061,890
| New | +$155M | 0.76% | 44 |
|
Other funds holding WELL
Swedbank's WELL Position: Q2 2026 in Review
Swedbank reduced its Welltower (WELL) stake by 7.4% in Q2 2026, selling an estimated $9.89M and leaving 586,668 shares worth $133M. The position accounts for 0.11% of the portfolio, ranked #141.
Swedbank first reported a position in WELL in Q1 2019 and has held it in 29 quarters since. The position peaked at $185M in Q3 2019. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Swedbank held 586,668 shares of Welltower worth $133M as of Q2 2026.
- Swedbank sold 46,801 Welltower shares in Q2 2026, an estimated $9.89M.
- Welltower made up 0.11% of Swedbank's portfolio in Q2 2026, its #141 holding.
- Swedbank first reported a position in Welltower in Q1 2019 and has held it in 29 quarters since.
- Swedbank's Welltower position peaked at $185M in Q3 2019.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.