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 Q2	$1.16M	Sell	5,096 -25	-0.5%	-$5.29K	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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Jackson Square Capital's WELL Position: Q2 2026 in Review

Jackson Square Capital reduced its Welltower (WELL) stake by 0.49% in Q2 2026, selling an estimated $5.29K and leaving 5,096 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #65.

Jackson Square Capital first reported a position in WELL in Q4 2019 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Jackson Square Capital held 5,096 shares of Welltower worth $1.16M as of Q2 2026.
Jackson Square Capital sold 25 Welltower shares in Q2 2026, an estimated $5.29K.
Welltower made up 0.16% of Jackson Square Capital's portfolio in Q2 2026, its #65 holding.
Jackson Square Capital first reported a position in Welltower in Q4 2019 and has held it in 10 quarters since.
287 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.