Position in WELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$18,645,811
+$4,357,310 QoQ
Shares Held
82,151
+13.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#279
of 1,580 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Avanza Fonder AB holds $24,128,677 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
82,151 | $18,645,811 | |
| 2 | VTR |
Ventas, Inc.
|
61,744 | $5,482,866 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,645,811 | 82,151 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $14,288,501 | 72,270 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,034,900 | 75,615 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,551,566 | 70,459 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $9,900,826 | 64,404 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,221,250 | 60,187 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,330,078 | 66,096 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||