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

Lombard Odier Asset Management (Switzerland)’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	$9.01M	Buy	+39,690	New	+$8.39M	0.29%	78
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s WELL Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) opened a new position in Welltower (WELL) in Q2 2026: 39,690 shares worth $9.01M. The stake represents 0.29% of the portfolio and ranks #78 among its holdings. This is a return to the name: Lombard Odier Asset Management (Switzerland) previously reported a position in WELL as recently as Q4 2024.

Lombard Odier Asset Management (Switzerland) first reported a position in WELL in Q2 2014 and has held it in 25 quarters since. The position peaked at $18.2M in Q3 2015. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 39,690 shares of Welltower worth $9.01M as of Q2 2026.
Welltower was a new Lombard Odier Asset Management (Switzerland) position in Q2 2026.
Welltower made up 0.29% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #78 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Welltower in Q2 2014 and has held it in 25 quarters since.
Lombard Odier Asset Management (Switzerland)'s Welltower position peaked at $18.2M in Q3 2015.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.