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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triglav Skladi's WELL Position: Q1 2026 in Review

Triglav Skladi reduced its Welltower (WELL) stake by 68% in Q1 2026, selling an estimated $6.38M and leaving 14,866 shares worth $2.94M. The position accounts for 0.21% of the portfolio, ranked #69.

Triglav Skladi first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.75M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Triglav Skladi held 14,866 shares of Welltower worth $2.94M as of Q1 2026.
  • Triglav Skladi sold 32,300 Welltower shares in Q1 2026, an estimated $6.38M.
  • Welltower made up 0.21% of Triglav Skladi's portfolio in Q1 2026, its #69 holding.
  • Triglav Skladi first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • Triglav Skladi's Welltower position peaked at $8.75M in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Triglav Skladi's 13F filing for Q1 2026, filed 4 May 2026.