Triglav Skladi
WELL icon

Triglav Skladi’s Welltower WELL Stock Holding History

Triglav Skladi’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
Q3 		$7.47M Buy
32,426
+18,760
+137% +$4.44M 0.38% 48
2026
Q2 		$3.1M Sell
13,666
-1,200
-8% -$254K 0.16% 81
2026
Q1 		$2.94M Sell
14,866
-32,300
-68% -$6.38M 0.21% 69
2025
Q4 		$8.75M Buy
47,166
+35,566
+307% +$6.64M 0.55% 42
2025
Q3 		$2.07M Buy
+11,600
New +$1.91M 0.14% 76

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Triglav Skladi's WELL Position: Q3 2026 in Review

Triglav Skladi increased its Welltower (WELL) stake by 137% in Q3 2026, buying an estimated $4.44M and bringing the position to 32,426 shares worth $7.47M. The position accounts for 0.38% of the portfolio, ranked #48.

Triglav Skladi first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.75M in Q4 2025. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Triglav Skladi held 32,426 shares of Welltower worth $7.47M as of Q3 2026.
  • Triglav Skladi bought 18,760 Welltower shares in Q3 2026, an estimated $4.44M.
  • Welltower made up 0.38% of Triglav Skladi's portfolio in Q3 2026, its #48 holding.
  • Triglav Skladi first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • Triglav Skladi's Welltower position peaked at $8.75M in Q4 2025.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Triglav Skladi's 13F filing for Q3 2026, filed 6 Nov 2026.