Lombard Odier Asset Management (Switzerland)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,898
| Closed | -$1.88M | – | 287 |
|
|
2024
Q4 | $1.88M | Buy |
14,898
+2,075
| +16% | +$272K | 0.14% | 159 |
|
|
2024
Q3 | $1.64M | Buy |
12,823
+1,138
| +10% | +$133K | 0.14% | 158 |
|
|
2024
Q2 | $1.22M | Buy |
11,685
+1,532
| +15% | +$150K | 0.12% | 144 |
|
|
2024
Q1 | $949K | Buy |
+10,153
| New | +$919K | 0.07% | 233 |
|
|
2023
Q1 | – | Sell |
-3,149
| Closed | -$206K | – | 424 |
|
|
2022
Q4 | $206K | Buy |
+3,149
| New | +$202K | 0.02% | 352 |
|
|
2022
Q3 | – | Sell |
-3,056
| Closed | -$252K | – | 351 |
|
|
2022
Q2 | $252K | Buy |
+3,056
| New | +$272K | 0.02% | 291 |
|
|
2021
Q3 | – | Sell |
-2,691
| Closed | -$224K | – | 476 |
|
|
2021
Q2 | $224K | Buy |
+2,691
| New | +$206K | 0.01% | 476 |
|
|
2020
Q1 | – | Sell |
-17,996
| Closed | -$1.47M | – | 408 |
|
|
2019
Q4 | $1.47M | Sell |
17,996
-833
| -4% | -$71.3K | 0.14% | 131 |
|
|
2019
Q3 | $1.71M | Sell |
18,829
-11,474
| -38% | -$998K | 0.18% | 98 |
|
|
2019
Q2 | $2.47M | Buy |
30,303
+19,993
| +194% | +$1.57M | 0.25% | 80 |
|
|
2019
Q1 | $800K | Buy |
10,310
+422
| +4% | +$31.7K | 0.08% | 186 |
|
|
2018
Q4 | $686K | Sell |
9,888
-34,890
| -78% | -$2.37M | 0.08% | 193 |
|
|
2018
Q3 | $2.88M | Buy |
44,778
+1,543
| +4% | +$99.7K | 0.29% | 76 |
|
|
2018
Q2 | $2.71M | Buy |
43,235
+9,657
| +29% | +$538K | 0.29% | 83 |
|
|
2018
Q1 | $1.83M | Sell |
33,578
-2,363
| -7% | -$133K | 0.19% | 105 |
|
|
2017
Q4 | $2.29M | Buy |
+35,941
| New | +$2.41M | 0.22% | 105 |
|
|
2017
Q2 | – | Sell |
-34,701
| Closed | -$2.46M | – | 402 |
|
|
2017
Q1 | $2.46M | Buy |
+34,701
| New | +$2.34M | 0.27% | 79 |
|
|
2016
Q3 | – | Sell |
-92,214
| Closed | -$7.02M | – | 275 |
|
|
2016
Q2 | $7.02M | Buy |
92,214
+90,000
| +4,065% | +$6.39M | 0.95% | 30 |
|
|
2016
Q1 | $154K | Hold |
2,214
| – | – | 0.02% | 293 |
|
|
2015
Q4 | $152K | Sell |
2,214
-266,559
| -99% | -$17.4M | 0.02% | 304 |
|
|
2015
Q3 | $18.2M | Buy |
+268,773
| New | +$18M | 1.66% | 18 |
|
|
2015
Q1 | – | Sell |
-18,300
| Closed | -$1.39M | – | 477 |
|
|
2014
Q4 | $1.39M | Sell |
18,300
-5,877
| -24% | -$420K | 0.15% | 115 |
|
|
2014
Q3 | $1.51M | Buy |
24,177
+21,963
| +992% | +$1.42M | 0.04% | 426 |
|
|
2014
Q2 | $138K | Buy |
+2,214
| New | +$139K | 0.02% | 451 |
|
Other funds holding WELL
Lombard Odier Asset Management (Switzerland)'s WELL Position: Q1 2025 in Review
Lombard Odier Asset Management (Switzerland) sold out of Welltower (WELL) in Q1 2025, closing a stake of 14,898 shares — an estimated $1.88M sold.
Lombard Odier Asset Management (Switzerland) first reported a position in WELL in Q2 2014 and held it in 24 quarters. The position peaked at $18.2M in Q3 2015. 1,231 funds tracked by Wall St. Rank hold WELL as of Q1 2025.
- Lombard Odier Asset Management (Switzerland) reported no remaining Welltower position as of Q1 2025 after selling out during the quarter.
- Lombard Odier Asset Management (Switzerland) sold 14,898 Welltower shares in Q1 2025, an estimated $1.88M.
- Lombard Odier Asset Management (Switzerland) first reported a position in Welltower in Q2 2014 and held it in 24 quarters.
- Lombard Odier Asset Management (Switzerland)'s Welltower position peaked at $18.2M in Q3 2015.
- 1,231 funds tracked by Wall St. Rank held Welltower as of Q1 2025.
Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2025, filed 15 May 2025.