Bank Julius Baer & Co
WELL icon

Bank Julius Baer & Co’s Welltower WELL Stock Holding History

Bank Julius Baer & Co’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 		$8.53M Sell
43,130
-83,667
-66% -$16.5M 0.03% 190
2025
Q4 		$23.5M Sell
126,797
-85,013
-40% -$15.9M 0.06% 143
2025
Q3 		$37.7M Buy
211,810
+210,636
+17,942% +$34.6M 0.11% 119
2025
Q2 		$180K Hold
1,174
– – ﹤0.01% 450
2025
Q1 		$180K Buy
1,174
+494
+73% +$70.4K ﹤0.01% 432
2024
Q4 		$94.5K Sell
680
-1,353
-67% -$178K ﹤0.01% 479
2024
Q3 		$275K Sell
2,033
-767
-27% -$89.5K ﹤0.01% 376
2024
Q2 		$260K Sell
2,800
-1,100
-28% -$108K ﹤0.01% 332
2024
Q1 		$363K Sell
3,900
-1,898
-33% -$172K ﹤0.01% 341
2023
Q4 		$523K Buy
5,798
+4,684
+420% +$406K ﹤0.01% 329
2023
Q3 		$91K Sell
1,114
-5,091
-82% -$419K ﹤0.01% 419
2023
Q2 		$502K Buy
6,205
+1,524
+33% +$117K ﹤0.01% 331
2023
Q1 		$336K Buy
4,681
+2,448
+110% +$178K ﹤0.01% 384
2022
Q4 		$146K Sell
2,233
-1,541
-41% -$99.1K ﹤0.01% 451
2022
Q3 		$243K Sell
3,774
-1,165
-24% -$91.1K ﹤0.01% 386
2022
Q2 		$407K Buy
4,939
+3,839
+349% +$342K ﹤0.01% 355
2022
Q1 		$106K Buy
+1,100
New +$95.5K ﹤0.01% 480
2020
Q2 		– Sell
-2,374
Closed -$109K – 755
2020
Q1 		$109K Buy
+2,374
New +$175K ﹤0.01% 490

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank Julius Baer & Co's WELL Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Welltower (WELL) stake by 66% in Q1 2026, selling an estimated $16.5M and leaving 43,130 shares worth $8.53M. The position accounts for 0.03% of the portfolio, ranked #190.

Bank Julius Baer & Co first reported a position in WELL in Q1 2020 and has held it in 18 quarters since. The position peaked at $37.7M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Bank Julius Baer & Co held 43,130 shares of Welltower worth $8.53M as of Q1 2026.
  • Bank Julius Baer & Co sold 83,667 Welltower shares in Q1 2026, an estimated $16.5M.
  • Welltower made up 0.03% of Bank Julius Baer & Co's portfolio in Q1 2026, its #190 holding.
  • Bank Julius Baer & Co first reported a position in Welltower in Q1 2020 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's Welltower position peaked at $37.7M in Q3 2025.
  • 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.