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
Q3 		$5.76M Sell
25,024
-5,461
-18% -$1.29M 0.02% 417
2026
Q2 		$6.92M Sell
30,485
-1,689
-5% -$357K 0.02% 384
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Vontobel Holding's WELL Position: Q3 2026 in Review

Vontobel Holding reduced its Welltower (WELL) stake by 18% in Q3 2026, selling an estimated $1.29M and leaving 25,024 shares worth $5.76M. The position accounts for 0.02% of the portfolio, ranked #417.

Vontobel Holding first reported a position in WELL in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.92M in Q2 2026. 950 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Vontobel Holding held 25,024 shares of Welltower worth $5.76M as of Q3 2026.
  • Vontobel Holding sold 5,461 Welltower shares in Q3 2026, an estimated $1.29M.
  • Welltower made up 0.02% of Vontobel Holding's portfolio in Q3 2026, its #417 holding.
  • Vontobel Holding first reported a position in Welltower in Q3 2021 and has held it in 21 quarters since.
  • Vontobel Holding's Welltower position peaked at $6.92M in Q2 2026.
  • 950 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.