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Edmond de Rothschild Holding’s Welltower WELL Stock Holding History

Edmond de Rothschild Holding’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 		$385K Buy
+1,696
New +$359K 0.01% 391
2023
Q2 		– Sell
-1,255
Closed -$90K – 760
2023
Q1 		$90K Sell
1,255
-1,042
-45% -$75.6K ﹤0.01% 529
2022
Q4 		$151K Sell
2,297
-28,885
-93% -$1.86M ﹤0.01% 506
2022
Q3 		$2.01M Buy
31,182
+2,197
+8% +$172K 0.05% 238
2022
Q2 		$2.39M Sell
28,985
-1,387
-5% -$123K 0.06% 238
2022
Q1 		$2.92M Buy
30,372
+2,431
+9% +$211K 0.06% 209
2021
Q4 		$2.4M Buy
27,941
+2,551
+10% +$213K 0.05% 259
2021
Q3 		$2.09M Sell
25,390
-952
-4% -$81.8K 0.05% 268
2021
Q2 		$2.19M Buy
26,342
+26
+0.1% +$1.99K 0.05% 260
2021
Q1 		$1.89M Buy
26,316
+3,547
+16% +$238K 0.05% 249
2020
Q4 		$1.47M Buy
22,769
+7,235
+47% +$439K 0.05% 256
2020
Q3 		$856K Buy
15,534
+4,664
+43% +$256K 0.03% 273
2020
Q2 		$563K Buy
10,870
+4,372
+67% +$215K 0.02% 279
2020
Q1 		$298K Buy
6,498
+3,974
+157% +$293K 0.02% 303
2019
Q4 		$206K Buy
+2,524
New +$216K 0.01% 375
2018
Q4 		– Sell
-900
Closed -$58K – 744
2018
Q3 		$58K Buy
+900
New +$58.1K ﹤0.01% 584
2016
Q2 		– Sell
-250
Closed -$17K – 865
2016
Q1 		$17K Hold
250
– – ﹤0.01% 730
2015
Q4 		$17K Buy
+250
New +$16.3K ﹤0.01% 736
2015
Q3 		– Sell
-250
Closed -$16K – 881
2015
Q2 		$16K Buy
+250
New +$17.9K ﹤0.01% 746

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's WELL Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Welltower (WELL) in Q2 2026: 1,696 shares worth $385K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in WELL as recently as Q1 2023.

Edmond de Rothschild Holding first reported a position in WELL in Q2 2015 and has held it in 19 quarters since. The position peaked at $2.92M in Q1 2022. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Edmond de Rothschild Holding held 1,696 shares of Welltower worth $385K as of Q2 2026.
  • Welltower was a new Edmond de Rothschild Holding position in Q2 2026.
  • Welltower made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #391 holding.
  • Edmond de Rothschild Holding first reported a position in Welltower in Q2 2015 and has held it in 19 quarters since.
  • Edmond de Rothschild Holding's Welltower position peaked at $2.92M in Q1 2022.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.