JSSH
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J. Safra Sarasin Holding’s Welltower WELL Stock Holding History

J. Safra Sarasin 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 		$1.97M Sell
9,009
-410
-4% -$86.7K 0.03% 267
2026
Q1 		$1.86M Sell
9,419
-6,414
-41% -$1.27M 0.03% 218
2025
Q4 		$2.94M Buy
15,833
+11,060
+232% +$2.07M 0.05% 167
2025
Q3 		$850K Buy
4,773
+2,892
+154% +$475K 0.01% 342
2025
Q2 		$289K Sell
1,881
-17,148
-90% -$2.56M 0.01% 440
2025
Q1 		$2.92M Sell
19,029
-157
-0.8% -$22.4K 0.05% 176
2024
Q4 		$2.42M Buy
+19,186
New +$2.52M 0.04% 207

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

J. Safra Sarasin Holding's WELL Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Welltower (WELL) stake by 4.4% in Q2 2026, selling an estimated $86.7K and leaving 9,009 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #267.

J. Safra Sarasin Holding first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • J. Safra Sarasin Holding held 9,009 shares of Welltower worth $1.97M as of Q2 2026.
  • J. Safra Sarasin Holding sold 410 Welltower shares in Q2 2026, an estimated $86.7K.
  • Welltower made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #267 holding.
  • J. Safra Sarasin Holding first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • J. Safra Sarasin Holding's Welltower position peaked at $2.94M in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.