Jackson Hole Capital Partners’s Welltower WELL Stock Holding History

Jackson Hole Capital Partners’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 Q1	$244K	Hold	1,235	–	–	0.04%	206
2025 Q4	$229K	Hold	1,235	–	–	0.04%	205
2025 Q3	$220K	Buy	+1,235	New	+$203K	0.04%	205

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jackson Hole Capital Partners's WELL Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Welltower (WELL) position steady in Q1 2026 at 1,235 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #206.

Jackson Hole Capital Partners first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Jackson Hole Capital Partners held 1,235 shares of Welltower worth $244K as of Q1 2026.
Jackson Hole Capital Partners left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.04% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #206 holding.
Jackson Hole Capital Partners first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.