Vontobel Holding
WELL icon

Vontobel Holding’s Welltower WELL Stock Holding History

Vontobel Holding’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 		$6.36M Sell
32,174
-1,179
-4% -$233K 0.02% 330
2025
Q4 		$6.19M Sell
33,353
-88
-0.3% -$16.4K 0.02% 350
2025
Q3 		$5.96M Buy
33,441
+5,685
+20% +$934K 0.02% 347
2025
Q2 		$4.27M Buy
27,756
+3,151
+13% +$471K 0.01% 381
2025
Q1 		$3.77M Buy
24,605
+9,987
+68% +$1.42M 0.01% 359
2024
Q4 		$1.84M Sell
14,618
-4,999
-25% -$656K 0.01% 460
2024
Q3 		$2.51M Buy
19,617
+1,846
+10% +$215K 0.01% 406
2024
Q2 		$1.85M Sell
17,771
-863
-5% -$84.6K 0.01% 442
2024
Q1 		$1.74M Buy
18,634
+3,519
+23% +$319K 0.01% 461
2023
Q4 		$1.36M Sell
15,115
-4,429
-23% -$384K 0.01% 516
2023
Q3 		$1.6M Buy
19,544
+378
+2% +$31.1K 0.01% 474
2023
Q2 		$1.55M Buy
19,166
+192
+1% +$14.8K 0.01% 499
2023
Q1 		$1.36M Sell
18,974
-11,705
-38% -$849K 0.01% 511
2022
Q4 		$1.99M Buy
30,679
+18,507
+152% +$1.19M 0.02% 410
2022
Q3 		$783K Sell
12,172
-19,877
-62% -$1.55M 0.01% 595
2022
Q2 		$2.67M Buy
32,049
+10,372
+48% +$923K 0.03% 352
2022
Q1 		$2.12M Sell
21,677
-12,730
-37% -$1.11M 0.02% 418
2021
Q4 		$2.96M Buy
34,407
+23,290
+209% +$1.94M 0.02% 374
2021
Q3 		$916K Buy
+11,117
New +$955K 0.01% 646

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

Vontobel Holding's WELL Position: Q1 2026 in Review

Vontobel Holding reduced its Welltower (WELL) stake by 3.5% in Q1 2026, selling an estimated $233K and leaving 32,174 shares worth $6.36M. The position accounts for 0.02% of the portfolio, ranked #330.

Vontobel Holding first reported a position in WELL in Q3 2021 and has held it in 19 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Vontobel Holding held 32,174 shares of Welltower worth $6.36M as of Q1 2026.
  • Vontobel Holding sold 1,179 Welltower shares in Q1 2026, an estimated $233K.
  • Welltower made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #330 holding.
  • Vontobel Holding first reported a position in Welltower in Q3 2021 and has held it in 19 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.