Lombard Odier Asset Management (Switzerland) SA
Position in WELL — Welltower Inc.
CIK 1535660
PETIT-LANCY, V8
Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,008,439
+$7,130,845 QoQ
Shares Held
39,690
+166.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#369
of 1,580 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Lombard Odier Asset Management (Switzerland) SA holds $9,279,012 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
39,690 | $9,008,439 | |
| 2 | VTR |
Ventas, Inc.
|
3,047 | $270,573 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,008,439 | 39,690 | Shares | Other | 2026-08-14 | |
| 2024-12-31 | $1,877,594 | 14,898 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,641,728 | 12,823 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,218,161 | 11,685 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $948,696 | 10,153 | Shares | Other | 2024-05-15 | |
| 2022-12-31 | $206,416 | 3,149 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $251,661 | 3,056 | Shares | Other | 2022-08-15 | |
| 2021-06-30 | $223,622 | 2,691 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||