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Bank Pictet & Cie (Europe)’s Welltower WELL Stock Holding History

Bank Pictet & Cie (Europe)’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
2024
Q1 		– Sell
-78,156
Closed -$7.05M – 276
2023
Q4 		$7.05M Buy
78,156
+5,850
+8% +$508K 0.21% 72
2023
Q3 		$5.92M Sell
72,306
-982
-1% -$80.8K 0.21% 80
2023
Q2 		$5.93M Buy
+73,288
New +$5.65M 0.2% 79

Other funds holding WELL

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s WELL Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of Welltower (WELL) in Q1 2024, closing a stake of 78,156 shares — an estimated $7.05M sold.

Bank Pictet & Cie (Europe) first reported a position in WELL in Q2 2023 and held it in 3 quarters. The position peaked at $7.05M in Q4 2023. 963 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 78,156 Welltower shares in Q1 2024, an estimated $7.05M.
  • Bank Pictet & Cie (Europe) first reported a position in Welltower in Q2 2023 and held it in 3 quarters.
  • Bank Pictet & Cie (Europe)'s Welltower position peaked at $7.05M in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.