Pictet Asset Management
WELL icon

Pictet Asset Management’s Welltower WELL Stock Holding History

Pictet 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 		$215M Buy
945,445
+73,838
+8% +$15.6M 0.21% 121
2026
Q1 		$172M Buy
871,607
+20,781
+2% +$4.11M 0.18% 136
2025
Q4 		$158M Buy
850,826
+57,747
+7% +$10.8M 0.15% 159
2025
Q3 		$141M Sell
793,079
-105,627
-12% -$17.4M 0.14% 176
2025
Q2 		$138M Sell
898,706
-108,213
-11% -$16.2M 0.14% 166
2025
Q1 		$154M Sell
1,006,919
-62,186
-6% -$8.86M 0.17% 143
2024
Q4 		$135M Buy
1,069,105
+6,802
+0.6% +$893K 0.15% 168
2024
Q3 		$136M Sell
1,062,303
-25,434
-2% -$2.97M 0.15% 167
2024
Q2 		$113M Sell
1,087,737
-50,488
-4% -$4.95M 0.13% 178
2024
Q1 		$106M Buy
1,138,225
+89,862
+9% +$8.14M 0.12% 197
2023
Q4 		$94.5M Buy
1,048,363
+36,604
+4% +$3.18M 0.1% 211
2023
Q3 		$82.9M Buy
+1,011,759
New +$83.2M 0.1% 217

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 $3.38T AUM 44.17% 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

Pictet Asset Management's WELL Position: Q2 2026 in Review

Pictet Asset Management increased its Welltower (WELL) stake by 8.5% in Q2 2026, buying an estimated $15.6M and bringing the position to 945,445 shares worth $215M. The position accounts for 0.21% of the portfolio, ranked #121.

Pictet Asset Management first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pictet Asset Management held 945,445 shares of Welltower worth $215M as of Q2 2026.
  • Pictet Asset Management bought 73,838 Welltower shares in Q2 2026, an estimated $15.6M.
  • Welltower made up 0.21% of Pictet Asset Management's portfolio in Q2 2026, its #121 holding.
  • Pictet Asset Management first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.