UBS · WELL Holdings Trend
Welltower · SEC 13F
UBS Holdings of WELL by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 7.4M | $690M | — |
| 2024Q2 | 2.1M | $218M | -68.4% |
| 2024Q3 | 8.6M | $1.1B | +405.5% |
| 2024Q4 | 9.7M | $1.2B | +10.4% |
| 2025Q1 | 10.9M | $1.7B | +37.5% |
| 2025Q2 | 11.8M | $1.8B | +8.3% |
| 2025Q3 | 3.3M | $588M | -67.6% |
| 2025Q4 | 1.8M | $331M | -43.6% |
| 2026Q1 | 10.6M | $2.1B | +534.7% |
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Data source: SEC EDGAR Form 13F