Vontobel Holding Ltd.

Position in WELL — Welltower Inc.

CIK 1588340 ZURICH, V8

Position in WELL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,919,178

+$558,058 QoQ

Shares Held

30,485

-5.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#402

of 1,580 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Real Estate · as of Jun 30, 2026

Vontobel Holding Ltd. holds $27,043,147 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	804,137	$17,208,530
2	WELL	Welltower Inc. This page	30,485	$6,919,178
3	VTR	Ventas, Inc.	25,352	$2,251,257
4	AHR	American Healthcare REIT, Inc.	12,736	$664,182

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,919,178	30,485	-5.2%	Shares	Defined	2026-08-03
2026-03-31	$6,361,120	32,174	-3.5%	Shares	Defined	2026-05-08
2025-12-31	$6,190,648	33,353	-0.3%	Shares	Defined	2026-02-13
2025-09-30	$5,957,178	33,441	+20.5%	Shares	Defined	2025-10-15
2025-06-30	$4,266,927	27,756	+12.8%	Shares	Defined	2025-07-23
2025-03-31	$3,769,731	24,605	+68.3%	Shares	Defined	2025-04-28
2024-12-31	$1,842,306	14,618	-25.5%	Shares	Defined	2025-01-30
2024-09-30	$2,511,564	19,617	+10.4%	Shares	Defined	2024-10-16
2024-06-30	$1,852,626	17,771	-4.6%	Shares	Defined	2024-08-13
2024-03-31	$1,741,160	18,634	+23.3%	Shares	Defined	2024-05-10
2023-12-31	$1,362,919	15,115	-22.7%	Shares	Defined	2024-06-04
2023-09-30	$1,601,043	19,544	+2.0%	Shares	Defined	2024-06-04
2023-06-30	$1,550,336	19,166	+1.0%	Shares	Defined	2024-06-04
2023-03-31	$1,360,246	18,974	-38.2%	Shares	Defined	2024-06-04
2022-12-31	$2,011,007	30,679	+152.0%	Shares	Defined	2023-02-14
2022-09-30	$782,903	12,172	-62.0%	Shares	Defined	2022-11-04
2022-06-30	$2,639,235	32,049	+47.8%	Shares	Defined	2022-07-27
2022-03-31	$2,084,026	21,677	-37.0%	Shares	Defined	2022-05-13
2021-12-31	$2,951,088	34,407	+209.5%	Shares	Defined	2022-02-14
2021-09-30	$916,040	11,117	—	Shares	Defined	2021-10-29
No filing history on record for this holder in this stock.