Swedbank
WELL icon

Swedbank’s Welltower WELL Stock Holding History

Swedbank’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 		$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 0.58% 38
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

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

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. 583 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.
  • 583 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.