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Banque Cantonale Vaudoise’s Welltower WELL Stock Holding History

Banque Cantonale Vaudoise’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 		$5.62M Buy
28,408
+3,204
+13% +$633K 0.21% 94
2025
Q4 		$4.68M Sell
25,204
-14,684
-37% -$2.74M 0.17% 117
2025
Q3 		$7.11M Buy
39,888
+570
+1% +$93.7K 0.27% 66
2025
Q2 		$6.04M Buy
39,318
+10,607
+37% +$1.59M 0.25% 77
2025
Q1 		$4.4M Buy
+28,711
New +$4.09M 0.19% 99
2024
Q3 		$5.05M Buy
39,480
+19,446
+97% +$2.27M 0.21% 111
2024
Q2 		$2.09M Buy
20,034
+9,075
+83% +$889K 0.08% 229
2024
Q1 		$1.02M Sell
10,959
-22,734
-67% -$2.06M 0.04% 348
2023
Q4 		$3.04M Buy
33,693
+20,230
+150% +$1.76M 0.13% 158
2023
Q3 		$1.1M Sell
13,463
-213
-2% -$17.5K 0.06% 291
2023
Q2 		$1.11M Hold
13,676
– – 0.05% 317
2023
Q1 		$980K Hold
13,676
– – 0.05% 312
2022
Q4 		$896K Sell
13,676
-2,152
-14% -$138K 0.05% 324
2022
Q3 		$1.02M Hold
15,828
– – 0.06% 323
2022
Q2 		$1.3M Buy
15,828
+3,900
+33% +$347K 0.07% 285
2022
Q1 		$1.15M Buy
11,928
+2,152
+22% +$187K 0.05% 360
2021
Q4 		$839K Buy
9,776
+1,200
+14% +$100K 0.03% 452
2021
Q3 		$707K Hold
8,576
– – 0.03% 476
2021
Q2 		$713K Hold
8,576
– – 0.03% 506
2021
Q1 		$614K Sell
8,576
-4,160
-33% -$279K 0.03% 484
2020
Q4 		$823K Sell
12,736
-73
-0.6% -$4.43K 0.05% 356
2020
Q3 		$706K Buy
12,809
+1,010
+9% +$55.5K 0.05% 346
2020
Q2 		$611K Sell
11,799
-4,900
-29% -$241K 0.04% 342
2020
Q1 		$765K Sell
16,699
-67
-0.4% -$4.94K 0.06% 286
2019
Q4 		$1.37M Buy
+16,766
New +$1.44M 0.09% 239

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

Banque Cantonale Vaudoise's WELL Position: Q1 2026 in Review

Banque Cantonale Vaudoise increased its Welltower (WELL) stake by 13% in Q1 2026, buying an estimated $633K and bringing the position to 28,408 shares worth $5.62M. The position accounts for 0.21% of the portfolio, ranked #94.

Banque Cantonale Vaudoise first reported a position in WELL in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.11M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Banque Cantonale Vaudoise held 28,408 shares of Welltower worth $5.62M as of Q1 2026.
  • Banque Cantonale Vaudoise bought 3,204 Welltower shares in Q1 2026, an estimated $633K.
  • Welltower made up 0.21% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #94 holding.
  • Banque Cantonale Vaudoise first reported a position in Welltower in Q4 2019 and has held it in 25 quarters since.
  • Banque Cantonale Vaudoise's Welltower position peaked at $7.11M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.