Union Bancaire Privee’s Welltower WELL Stock Holding History

Union Bancaire Privee’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	$6.08M	Buy	35,700 +5,261	+17%	+$1.11M	0.07%	159
2026 Q1	$4.07M	Buy	30,439 +489	+2%	+$96.6K	0.06%	166
2025 Q4	$4.45M	Buy	+29,950	New	+$5.59M	0.05%	162
2025 Q3	–	Sell	-12,540	Closed	-$1.53M	–	526
2025 Q2	$1.53M	Buy	+12,540	New	+$1.87M	0.02%	226

Other funds holding WELL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Union Bancaire Privee's WELL Position: Q2 2026 in Review

Union Bancaire Privee increased its Welltower (WELL) stake by 17% in Q2 2026, buying an estimated $1.11M and bringing the position to 35,700 shares worth $6.08M. The position accounts for 0.07% of the portfolio, ranked #159.

Union Bancaire Privee first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Union Bancaire Privee held 35,700 shares of Welltower worth $6.08M as of Q2 2026.
Union Bancaire Privee bought 5,261 Welltower shares in Q2 2026, an estimated $1.11M.
Welltower made up 0.07% of Union Bancaire Privee's portfolio in Q2 2026, its #159 holding.
Union Bancaire Privee first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
618 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.