JTWM
WELL icon

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
Q2 		$325K Buy
+1,433
New +$303K 0.03% 262
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 $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 Thornton Wealth Management's WELL Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Welltower (WELL) in Q2 2026: 1,433 shares worth $325K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in WELL as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,433 shares of Welltower worth $325K as of Q2 2026.
  • Welltower was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Welltower made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Jackson Thornton Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.