Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,101,091
-$2,515,454 QoQ
Shares Held
13,663
-51.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#530
of 1,580 holders
Holding Since
Mar 2020
25 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, 2026Banque Cantonale Vaudoise holds $3,887,326 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
13,663 | $3,101,091 | |
| 2 | VTR |
Ventas, Inc.
|
8,854 | $786,235 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,101,091 | 13,663 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,616,545 | 28,408 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,678,114 | 25,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,105,648 | 39,888 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,044,356 | 39,318 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,398,812 | 28,711 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $5,054,624 | 39,480 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,088,544 | 20,034 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,024,008 | 10,959 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,038,097 | 33,693 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,102,888 | 13,463 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,106,251 | 13,676 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $980,432 | 13,676 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $896,461 | 13,676 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,018,056 | 15,828 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,303,435 | 15,828 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,146,757 | 11,928 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $838,487 | 9,776 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $706,662 | 8,576 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $712,665 | 8,576 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $614,298 | 8,576 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $823,000 | 12,736 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $705,647 | 12,809 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $610,598 | 11,799 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $764,480 | 16,699 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||