J. Safra Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Other funds holding WELL
J. Safra Asset Management's WELL Position: Q2 2026 in Review
J. Safra Asset Management increased its Welltower (WELL) stake by 3,848% in Q2 2026, buying an estimated $895K and bringing the position to 4,343 shares worth $986K. The position accounts for 0.05% of the portfolio, ranked #120.
J. Safra Asset Management first reported a position in WELL in Q2 2016 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- J. Safra Asset Management held 4,343 shares of Welltower worth $986K as of Q2 2026.
- J. Safra Asset Management bought 4,233 Welltower shares in Q2 2026, an estimated $895K.
- Welltower made up 0.05% of J. Safra Asset Management's portfolio in Q2 2026, its #120 holding.
- J. Safra Asset Management first reported a position in Welltower in Q2 2016 and has held it in 6 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.