Jackson Square Capital
WELL icon

Jackson Square Capital’s Welltower WELL Stock Holding History

Jackson Square Capital’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
Q3 		$1.2M Buy
5,194
+98
+2% +$23.2K 0.18% 64
2026
Q2 		$1.16M Sell
5,096
-25
-0.5% -$5.28K 0.16% 65
2026
Q1 		$1.01M Buy
5,121
+94
+2% +$18.6K 0.21% 66
2025
Q4 		$933K Buy
5,027
+109
+2% +$20.4K 0.18% 76
2025
Q3 		$876K Buy
4,918
+2,814
+134% +$463K 0.19% 74
2025
Q2 		$323K Buy
+2,104
New +$314K 0.07% 128
2022
Q2 		– Sell
-2,330
Closed -$224K – 189
2022
Q1 		$224K Hold
2,330
– – 0.07% 170
2021
Q4 		$200K Buy
+2,330
New +$194K 0.06% 185
2020
Q3 		– Sell
-135
Closed -$7K – 377
2020
Q2 		$7K Sell
135
-160
-54% -$7.86K ﹤0.01% 262
2020
Q1 		$14K Sell
295
-54
-15% -$3.98K 0.01% 195
2019
Q4 		$29K Buy
+349
New +$29.9K 0.02% 188

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jackson Square Capital's WELL Position: Q3 2026 in Review

Jackson Square Capital increased its Welltower (WELL) stake by 1.9% in Q3 2026, buying an estimated $23.2K and bringing the position to 5,194 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #64.

Jackson Square Capital first reported a position in WELL in Q4 2019 and has held it in 11 quarters since. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Jackson Square Capital held 5,194 shares of Welltower worth $1.2M as of Q3 2026.
  • Jackson Square Capital bought 98 Welltower shares in Q3 2026, an estimated $23.2K.
  • Welltower made up 0.18% of Jackson Square Capital's portfolio in Q3 2026, its #64 holding.
  • Jackson Square Capital first reported a position in Welltower in Q4 2019 and has held it in 11 quarters since.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.