Skip to main content
Livermore
Livermore
ZHEN

UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

WELL holding history

Welltower Inc. in every 13F filed by UBS Group AG, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
1,596,229
Value
$362.3M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,596,229$362.3M0.1%−868,181−35.2%ReducedHolders
Q1 20262,464,410$487.2M0.1%+701,974+39.8%AddedHolders
Q4 20251,762,436$327.1M0.1%−1,515,685−46.2%ReducedHolders
Q3 20253,278,121$584.0M0.1%+1,183,077+56.5%AddedHolders
Q2 20252,095,044$322.1M0.1%−661,116−24.0%ReducedHolders
Q1 20252,756,160$422.3M0.1%+736,400+36.5%AddedHolders
Q4 20242,019,760$254.6M0.1%+332,269+19.7%AddedHolders
Q3 20241,687,491$216.0M0.1%+533,846+46.3%AddedHolders
Q2 20241,153,645$120.3M<0.1%−358,067−23.7%ReducedHolders
Q1 20241,511,712$141.3M<0.1%+439,429+41.0%AddedHolders
Q4 20231,072,283$96.7M<0.1%+639,355+147.7%AddedHolders
Q3 2023432,928$35.5M<0.1%−434,238−50.1%ReducedHolders
Q2 2023867,166$70.1M<0.1%+455,363+110.6%AddedHolders
Q1 2023411,803$29.5M<0.1%−296,519−41.9%ReducedHolders
Q4 2022708,322$46.4M<0.1%−72,851−9.3%ReducedHolders
Q3 2022781,173$50.2M<0.1%−1,141−0.1%ReducedHolders
Q2 2022782,314$64.4M<0.1%−149,132−16.0%ReducedHolders
Q1 2022931,446$89.5M<0.1%+168,161+22.0%AddedHolders
Q4 2021763,285$65.5M<0.1%−368,180−32.5%ReducedHolders
Q3 20211,131,465$93.2M<0.1%+97,376+9.4%AddedHolders
Q2 20211,034,089$85.9M<0.1%+95,318+10.2%AddedHolders
Q1 2021938,771$67.2M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.