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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pictet Asset Management's WELL Position: Q1 2026 in Review

Pictet Asset Management increased its Welltower (WELL) stake by 2.4% in Q1 2026, buying an estimated $4.11M and bringing the position to 871,607 shares worth $172M. The position accounts for 0.18% of the portfolio, ranked #136.

Pictet Asset Management first reported a position in WELL in Q3 2023 and has held it in 11 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Pictet Asset Management held 871,607 shares of Welltower worth $172M as of Q1 2026.
Pictet Asset Management bought 20,781 Welltower shares in Q1 2026, an estimated $4.11M.
Welltower made up 0.18% of Pictet Asset Management's portfolio in Q1 2026, its #136 holding.
Pictet Asset Management first reported a position in Welltower in Q3 2023 and has held it in 11 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.