Swiss National Bank
WELL icon

Swiss National Bank’s Welltower WELL Stock Holding History

Swiss National Bank’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 		$398M Buy
2,014,200
+181,400
+10% +$35.8M 0.23% 70
2025
Q4 		$340M Sell
1,832,800
-52,300
-3% -$9.77M 0.2% 77
2025
Q3 		$336M Sell
1,885,100
-77,800
-4% -$12.8M 0.19% 87
2025
Q2 		$302M Buy
1,962,900
+206,600
+12% +$30.9M 0.18% 95
2025
Q1 		$269M Buy
1,756,300
+9,100
+0.5% +$1.3M 0.19% 91
2024
Q4 		$220M Sell
1,747,200
-27,500
-2% -$3.61M 0.15% 111
2024
Q3 		$227M Buy
1,774,700
+90,400
+5% +$10.5M 0.15% 118
2024
Q2 		$176M Buy
1,684,300
+26,700
+2% +$2.62M 0.12% 143
2024
Q1 		$155M Buy
1,657,600
+35,500
+2% +$3.21M 0.11% 166
2023
Q4 		$146M Buy
1,622,100
+23,400
+1% +$2.03M 0.11% 170
2023
Q3 		$131M Sell
1,598,700
-193,800
-11% -$15.9M 0.1% 177
2023
Q2 		$145M Sell
1,792,500
-82,700
-4% -$6.37M 0.1% 191
2023
Q1 		$134M Sell
1,875,200
-8,100
-0.4% -$588K 0.09% 220
2022
Q4 		$123M Sell
1,883,300
-84,080
-4% -$5.41M 0.09% 231
2022
Q3 		$127M Buy
1,967,380
+27,100
+1% +$2.12M 0.09% 222
2022
Q2 		$160M Buy
1,940,280
+55,000
+3% +$4.89M 0.11% 174
2022
Q1 		$181M Buy
1,885,280
+279,200
+17% +$24.2M 0.1% 186
2021
Q4 		$138M Sell
1,606,080
-44,800
-3% -$3.73M 0.08% 229
2021
Q3 		$136M Sell
1,650,880
-51,000
-3% -$4.38M 0.09% 218
2021
Q2 		$141M Buy
1,701,880
+97,946
+6% +$7.5M 0.09% 224
2021
Q1 		$115M Buy
1,603,934
+28,200
+2% +$1.89M 0.08% 267
2020
Q4 		$102M Sell
1,575,734
-49,300
-3% -$2.99M 0.07% 284
2020
Q3 		$89.5M Sell
1,625,034
-133,850
-8% -$7.35M 0.07% 279
2020
Q2 		$91M Sell
1,758,884
-102,000
-5% -$5.01M 0.08% 258
2020
Q1 		$85.2M Buy
1,860,884
+331,100
+22% +$24.4M 0.09% 209
2019
Q4 		$125M Sell
1,529,784
-55,000
-3% -$4.71M 0.13% 173
2019
Q3 		$144M Buy
1,584,784
+63,918
+4% +$5.56M 0.15% 147
2019
Q2 		$124M Sell
1,520,866
-1,200
-0.1% -$94.3K 0.13% 166
2019
Q1 		$118M Buy
1,522,066
+51,800
+4% +$3.89M 0.13% 170
2018
Q4 		$102M Buy
1,470,266
+16,500
+1% +$1.12M 0.13% 170
2018
Q3 		$93.5M Sell
1,453,766
-46,000
-3% -$2.97M 0.1% 205
2018
Q2 		$94M Buy
1,499,766
+38,900
+3% +$2.17M 0.11% 198
2018
Q1 		$79.5M Sell
1,460,866
-139,300
-9% -$7.86M 0.1% 224
2017
Q4 		$102M Buy
1,600,166
+19,400
+1% +$1.3M 0.11% 191
2017
Q3 		$111M Buy
1,580,766
+27,800
+2% +$2.02M 0.13% 175
2017
Q2 		$116M Buy
1,552,966
+40,200
+3% +$2.94M 0.14% 162
2017
Q1 		$107M Buy
1,512,766
+307,000
+25% +$20.7M 0.13% 173
2016
Q4 		$80.7M Sell
1,205,766
-444,100
-27% -$29.4M 0.13% 181
2016
Q3 		$123M Sell
1,649,866
-16,300
-1% -$1.25M 0.2% 116
2016
Q2 		$127M Buy
1,666,166
+61,300
+4% +$4.35M 0.21% 113
2016
Q1 		$107M Buy
1,604,866
+266,100
+20% +$17.2M 0.2% 114
2015
Q4 		$91.1M Buy
1,338,766
+212,900
+19% +$13.9M 0.22% 100
2015
Q3 		$76.2M Buy
1,125,866
+72,400
+7% +$4.84M 0.2% 115
2015
Q2 		$69.1M Buy
1,053,466
+222,000
+27% +$15.9M 0.18% 127
2015
Q1 		$64.3M Buy
831,466
+219,700
+36% +$17.3M 0.17% 135
2014
Q4 		$46.3M Sell
611,766
-6,300
-1% -$450K 0.17% 143
2014
Q3 		$38.5M Buy
618,066
+46,300
+8% +$2.99M 0.15% 163
2014
Q2 		$35.8M Sell
571,766
-162,400
-22% -$10.2M 0.13% 177
2014
Q1 		$43.8M Sell
734,166
-6,900
-0.9% -$394K 0.17% 146
2013
Q4 		$39.7M Sell
741,066
-4,100
-0.6% -$244K 0.15% 164
2013
Q3 		$46.5M Buy
745,166
+13,000
+2% +$827K 0.19% 132
2013
Q2 		$49.1M Buy
+732,166
New +$52M 0.22% 116

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Swiss National Bank's WELL Position: Q1 2026 in Review

Swiss National Bank increased its Welltower (WELL) stake by 9.9% in Q1 2026, buying an estimated $35.8M and bringing the position to 2,014,200 shares worth $398M. The position accounts for 0.23% of the portfolio, ranked #70.

Swiss National Bank first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Swiss National Bank held 2,014,200 shares of Welltower worth $398M as of Q1 2026.
  • Swiss National Bank bought 181,400 Welltower shares in Q1 2026, an estimated $35.8M.
  • Welltower made up 0.23% of Swiss National Bank's portfolio in Q1 2026, its #70 holding.
  • Swiss National Bank first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.