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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
Q2 		$3.1K Sell
13,663
-14,745
-52% -$3.12M ﹤0.01% 295
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 $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

Banque Cantonale Vaudoise's WELL Position: Q2 2026 in Review

Banque Cantonale Vaudoise reduced its Welltower (WELL) stake by 52% in Q2 2026, selling an estimated $3.12M and leaving 13,663 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Banque Cantonale Vaudoise first reported a position in WELL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.11M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Banque Cantonale Vaudoise held 13,663 shares of Welltower worth $3.1K as of Q2 2026.
  • Banque Cantonale Vaudoise sold 14,745 Welltower shares in Q2 2026, an estimated $3.12M.
  • Welltower made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #295 holding.
  • Banque Cantonale Vaudoise first reported a position in Welltower in Q4 2019 and has held it in 26 quarters since.
  • Banque Cantonale Vaudoise's Welltower position peaked at $7.11M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.