JCIA
WELL icon

Jackson Creek Investment Advisors’s Welltower WELL Stock Holding History

Jackson Creek Investment Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$748K Sell
3,190
-869
-21% -$184K 0.25% 175
2026
Q1 		$803K Sell
4,059
-265
-6% -$52.4K 0.24% 172
2025
Q4 		$803K Sell
4,324
-70
-2% -$13.1K 0.24% 170
2025
Q3 		$783K Sell
4,394
-831
-16% -$137K 0.23% 172
2025
Q2 		$803K Sell
5,225
-1,093
-17% -$163K 0.22% 194
2025
Q1 		$968K Sell
6,318
-351
-5% -$50K 0.31% 170
2024
Q4 		$840K Sell
6,669
-239
-3% -$31.4K 0.25% 185
2024
Q3 		$884K Sell
6,908
-147
-2% -$17.2K 0.26% 181
2024
Q2 		$735K Buy
+7,055
New +$691K 0.27% 195

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jackson Creek Investment Advisors's WELL Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Welltower (WELL) stake by 21% in Q2 2026, selling an estimated $184K and leaving 3,190 shares worth $748K. The position accounts for 0.25% of the portfolio, ranked #175.

Jackson Creek Investment Advisors first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. The position peaked at $968K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Jackson Creek Investment Advisors held 3,190 shares of Welltower worth $748K as of Q2 2026.
  • Jackson Creek Investment Advisors sold 869 Welltower shares in Q2 2026, an estimated $184K.
  • Welltower made up 0.25% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #175 holding.
  • Jackson Creek Investment Advisors first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • Jackson Creek Investment Advisors's Welltower position peaked at $968K in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.