Banque Pictet & Cie’s Welltower WELL Stock Holding History

Banque Pictet & Cie’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	–	Sell	-10,671	Closed	-$2.11M	–	404
2026 Q1	$2.11M	Buy	+10,671	New	+$2.11M	0.01%	216
2022 Q4	–	Sell	-16,218	Closed	-$1.04M	–	656
2022 Q3	$1.04M	Buy	+16,218	New	+$1.27M	0.01%	388
2017 Q4	–	Sell	-7,075	Closed	-$497K	–	367
2017 Q3	$497K	Sell	7,075 -850	-11%	-$61.8K	0.01%	293
2017 Q2	$593K	Hold	7,925	–	–	0.01%	285
2017 Q1	$561K	Sell	7,925 -10,400	-57%	-$702K	0.01%	273
2016 Q4	$1.23M	Hold	18,325	–	–	0.03%	217
2016 Q3	$1.37M	Buy	18,325 +8,300	+83%	+$636K	0.04%	198
2016 Q2	$764K	Hold	10,025	–	–	0.02%	235
2016 Q1	$695K	Hold	10,025	–	–	0.02%	228
2015 Q4	$682K	Buy	+10,025	New	+$654K	0.02%	220
2015 Q3	–	Sell	-27,391	Closed	-$1.8M	–	436
2015 Q2	$1.8M	Sell	27,391 -313	-1%	-$22.4K	0.14%	110
2015 Q1	$2.14M	Sell	27,704 -443	-2%	-$34.9K	0.06%	189
2014 Q4	$2.13M	Buy	28,147 +18,972	+207%	+$1.35M	0.06%	189
2014 Q3	$572K	Hold	9,175	–	–	0.01%	279
2014 Q2	$575K	Hold	9,175	–	–	0.01%	270
2014 Q1	$547K	Hold	9,175	–	–	0.02%	262
2013 Q4	$492K	Buy	+9,175	New	+$546K	0.01%	258

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Banque Pictet & Cie's WELL Position: Q2 2026 in Review

Banque Pictet & Cie sold out of Welltower (WELL) in Q2 2026, closing a stake of 10,671 shares — an estimated $2.11M sold.

Banque Pictet & Cie first reported a position in WELL in Q4 2013 and held it in 17 quarters. The position peaked at $2.14M in Q1 2015. 997 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Banque Pictet & Cie reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Banque Pictet & Cie sold 10,671 Welltower shares in Q2 2026, an estimated $2.11M.
Banque Pictet & Cie first reported a position in Welltower in Q4 2013 and held it in 17 quarters.
Banque Pictet & Cie's Welltower position peaked at $2.14M in Q1 2015.
997 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.