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Leonteq Securities AG’s Welltower WELL Stock Holding History

Leonteq Securities AG’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 		$10.2K Sell
45
-80
-64% -$16.9K ﹤0.01% 1026
2026
Q1 		$24.7K Buy
125
+60
+92% +$11.9K ﹤0.01% 967
2025
Q4 		$12.1K Buy
65
+21
+48% +$3.92K ﹤0.01% 1175
2025
Q3 		$7.84K Buy
+44
New +$7.23K ﹤0.01% 1126
2022
Q4 		– Sell
-448
Closed -$28.8K – 1368
2022
Q3 		$28.8K Sell
448
-352
-44% -$27.5K ﹤0.01% 915
2022
Q2 		$65.9K Buy
+800
New +$71.2K ﹤0.01% 767

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

Leonteq Securities AG's WELL Position: Q2 2026 in Review

Leonteq Securities AG reduced its Welltower (WELL) stake by 64% in Q2 2026, selling an estimated $16.9K and leaving 45 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Leonteq Securities AG first reported a position in WELL in Q2 2022 and has held it in 6 quarters since. The position peaked at $65.9K in Q2 2022. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Leonteq Securities AG held 45 shares of Welltower worth $10.2K as of Q2 2026.
  • Leonteq Securities AG sold 80 Welltower shares in Q2 2026, an estimated $16.9K.
  • Welltower made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #1026 holding.
  • Leonteq Securities AG first reported a position in Welltower in Q2 2022 and has held it in 6 quarters since.
  • Leonteq Securities AG's Welltower position peaked at $65.9K in Q2 2022.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.