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Jackson Thornton Wealth Management’s Welltower WELL Stock Holding History

Jackson Thornton Wealth Management’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 		– Sell
-1,418
Closed -$263K – 346
2025
Q4 		$263K Buy
+1,418
New +$265K 0.02% 233

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jackson Thornton Wealth Management's WELL Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,418 shares — an estimated $263K sold.

Jackson Thornton Wealth Management first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 1,418 Welltower shares in Q1 2026, an estimated $263K.
  • Jackson Thornton Wealth Management first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Welltower position peaked at $263K in Q4 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.