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ODDO BHF Asset Management’s Welltower WELL Stock Holding History

ODDO BHF Asset Management’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 		$26.3M Buy
+115,936
New +$24.5M 1.22% 22
2026
Q1 		– Sell
-86,147
Closed -$16M – 314
2025
Q4 		$16M Buy
86,147
+45,391
+111% +$8.48M 0.6% 43
2025
Q3 		$7.26M Buy
40,756
+25,586
+169% +$4.21M 0.28% 84
2025
Q2 		$2.33M Sell
15,170
-633
-4% -$94.6K 0.09% 207
2025
Q1 		$2.42M Buy
15,803
+13,409
+560% +$1.91M 0.1% 208
2024
Q4 		$302K Buy
+2,394
New +$314K 0.02% 306

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

ODDO BHF Asset Management's WELL Position: Q2 2026 in Review

ODDO BHF Asset Management opened a new position in Welltower (WELL) in Q2 2026: 115,936 shares worth $26.3M. The stake represents 1.22% of the portfolio and ranks #22 among its holdings. This is a return to the name: ODDO BHF Asset Management previously reported a position in WELL as recently as Q4 2025.

ODDO BHF Asset Management first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • ODDO BHF Asset Management held 115,936 shares of Welltower worth $26.3M as of Q2 2026.
  • Welltower was a new ODDO BHF Asset Management position in Q2 2026.
  • Welltower made up 1.22% of ODDO BHF Asset Management's portfolio in Q2 2026, its #22 holding.
  • ODDO BHF Asset Management first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on ODDO BHF Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.