Lombard Odier Asset Management (Europe)’s Welltower WELL Stock Holding History

Lombard Odier Asset Management (Europe)’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
2025 Q1	–	Sell	-25,000	Closed	-$3.15M	–	205
2024 Q4	$3.15M	Sell	25,000 -8,000	-24%	-$1.05M	0.2%	132
2024 Q3	$4.22M	Buy	+33,000	New	+$3.85M	0.18%	166
2020 Q1	–	Sell	-4,553	Closed	-$372K	–	406
2019 Q4	$372K	Hold	4,553	–	–	0.03%	246
2019 Q3	$413K	Hold	4,553	–	–	0.03%	222
2019 Q2	$371K	Buy	4,553 +343	+8%	+$27K	0.03%	243
2019 Q1	$327K	Hold	4,210	–	–	0.03%	244
2018 Q4	$292K	Hold	4,210	–	–	0.03%	252
2018 Q3	$271K	Hold	4,210	–	–	0.02%	314
2018 Q2	$264K	Hold	4,210	–	–	0.02%	293
2018 Q1	$229K	Sell	4,210 -400	-9%	-$22.6K	0.02%	330
2017 Q4	$294K	Hold	4,610	–	–	0.02%	298
2017 Q3	$324K	Hold	4,610	–	–	0.02%	299
2017 Q2	$345K	Hold	4,610	–	–	0.02%	277
2017 Q1	$326K	Sell	4,610 -711	-13%	-$48K	0.02%	271
2016 Q4	$356K	Hold	5,321	–	–	0.13%	210
2016 Q3	$398K	Hold	5,321	–	–	0.14%	191
2016 Q2	$405K	Buy	+5,321	New	+$378K	0.02%	220

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s WELL Position: Q1 2025 in Review

Lombard Odier Asset Management (Europe) sold out of Welltower (WELL) in Q1 2025, closing a stake of 25,000 shares — an estimated $3.15M sold.

Lombard Odier Asset Management (Europe) first reported a position in WELL in Q2 2016 and held it in 17 quarters. The position peaked at $4.22M in Q3 2024. 1,231 funds tracked by Wall St. Rank hold WELL as of Q1 2025.

Lombard Odier Asset Management (Europe) reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 25,000 Welltower shares in Q1 2025, an estimated $3.15M.
Lombard Odier Asset Management (Europe) first reported a position in Welltower in Q2 2016 and held it in 17 quarters.
Lombard Odier Asset Management (Europe)'s Welltower position peaked at $4.22M in Q3 2024.
1,231 funds tracked by Wall St. Rank held Welltower as of Q1 2025.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2025, filed 15 May 2025.