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Van Lanschot Kempen Investment Management’s Welltower WELL Stock Holding History

Van Lanschot Kempen Investment Management’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 		$18.7M Sell
82,558
-26,737
-24% -$5.65M 0.14% 109
2026
Q1 		$21.6M Sell
109,295
-6,771
-6% -$1.34M 0.19% 88
2025
Q4 		$21.5M Buy
116,066
+11,157
+11% +$2.08M 0.18% 98
2025
Q3 		$18.7M Sell
104,909
-10,608
-9% -$1.74M 0.17% 103
2025
Q2 		$17.8M Sell
115,517
-2,269
-2% -$339K 0.17% 105
2025
Q1 		$18M Buy
117,786
+28,674
+32% +$4.09M 0.19% 103
2024
Q4 		$11.2M Buy
89,112
+14,384
+19% +$1.89M 0.11% 144
2024
Q3 		$9.57M Buy
74,728
+21,485
+40% +$2.51M 0.1% 142
2024
Q2 		$5.55M Buy
53,243
+16,462
+45% +$1.61M 0.06% 159
2024
Q1 		$3.44M Buy
36,781
+7,481
+26% +$677K 0.04% 171
2023
Q4 		$2.64M Buy
+29,300
New +$2.54M 0.04% 172
2021
Q2 		– Sell
-308,690
Closed -$22.1M – 215
2021
Q1 		$22.1M Buy
308,690
+172,590
+127% +$11.6M 1.01% 39
2020
Q4 		$8.8M Buy
+136,100
New +$8.26M 0.51% 78
2020
Q3 		– Sell
-139,173
Closed -$7.2M – 173
2020
Q2 		$7.2M Buy
+139,173
New +$6.84M 0.53% 78
2019
Q1 		– Sell
-2,969
Closed -$206K – 221
2018
Q4 		$206K Sell
2,969
-144,581
-98% -$9.84M 0.02% 106
2018
Q3 		$9.49M Sell
147,550
-68,822
-32% -$4.45M 0.76% 48
2018
Q2 		$13.6M Buy
216,372
+6,427
+3% +$358K 1.01% 29
2018
Q1 		$11.4M Buy
209,945
+83,117
+66% +$4.69M 0.92% 36
2017
Q4 		$8.09M Sell
126,828
-25,158
-17% -$1.69M 0.64% 46
2017
Q3 		$10.7M Buy
151,986
+16,724
+12% +$1.22M 0.83% 38
2017
Q2 		$10.1M Buy
135,262
+18,643
+16% +$1.36M 0.95% 37
2017
Q1 		$8.26M Sell
116,619
-17,072
-13% -$1.15M 0.95% 33
2016
Q4 		$8.95M Buy
133,691
+19,387
+17% +$1.28M 1.12% 32
2016
Q3 		$8.55M Sell
114,304
-8,658
-7% -$663K 1.11% 33
2016
Q2 		$9.37M Buy
122,962
+46,879
+62% +$3.33M 1.1% 38
2016
Q1 		$5.28M Buy
76,083
+13,217
+21% +$852K 0.6% 43
2015
Q4 		$4.28M Sell
62,866
-9,888
-14% -$645K 0.49% 46
2015
Q3 		$4.93M Buy
72,754
+4,888
+7% +$326K 0.6% 41
2015
Q2 		$4.45M Buy
67,866
+8,745
+15% +$627K 0.51% 41
2015
Q1 		$4.57M Buy
59,121
+1,073
+2% +$84.5K 0.55% 37
2014
Q4 		$4.39M Buy
58,048
+9,495
+20% +$678K 0.48% 36
2014
Q3 		$3.03M Sell
48,553
-793
-2% -$51.1K 0.32% 37
2014
Q2 		$3.09M Sell
49,346
-7,095
-13% -$446K 0.3% 36
2014
Q1 		$3.36M Buy
56,441
+8,208
+17% +$469K 0.32% 38
2013
Q4 		$2.58M Buy
+48,233
New +$2.87M 0.22% 43

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Van Lanschot Kempen Investment Management's WELL Position: Q2 2026 in Review

Van Lanschot Kempen Investment Management reduced its Welltower (WELL) stake by 24% in Q2 2026, selling an estimated $5.65M and leaving 82,558 shares worth $18.7M. The position accounts for 0.14% of the portfolio, ranked #109.

Van Lanschot Kempen Investment Management first reported a position in WELL in Q4 2013 and has held it in 35 quarters since. The position peaked at $22.1M in Q1 2021. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Van Lanschot Kempen Investment Management held 82,558 shares of Welltower worth $18.7M as of Q2 2026.
  • Van Lanschot Kempen Investment Management sold 26,737 Welltower shares in Q2 2026, an estimated $5.65M.
  • Welltower made up 0.14% of Van Lanschot Kempen Investment Management's portfolio in Q2 2026, its #109 holding.
  • Van Lanschot Kempen Investment Management first reported a position in Welltower in Q4 2013 and has held it in 35 quarters since.
  • Van Lanschot Kempen Investment Management's Welltower position peaked at $22.1M in Q1 2021.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.