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Jackson Wealth Management’s Welltower WELL Stock Holding History

Jackson 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
2025
Q3 		– Sell
-3,185
Closed -$490K – 178
2025
Q2 		$490K Buy
+3,185
New +$476K 0.05% 116
2020
Q1 		– Sell
-26,734
Closed -$2.32M – 173
2019
Q4 		$2.32M Sell
26,734
-4,403
-14% -$377K 0.39% 72
2019
Q3 		$2.85M Buy
31,137
+5,225
+20% +$455K 0.6% 50
2019
Q2 		$2.18M Buy
25,912
+617
+2% +$48.5K 0.47% 56
2019
Q1 		$1.96M Buy
25,295
+769
+3% +$57.7K 0.48% 59
2018
Q4 		$1.68M Sell
24,526
-42
-0.2% -$2.86K 0.5% 53
2018
Q3 		$1.58M Buy
24,568
+994
+4% +$64.2K 0.33% 69
2018
Q2 		$1.51M Buy
23,574
+176
+0.8% +$9.81K 0.35% 72
2018
Q1 		$1.29M Sell
23,398
-3,063
-12% -$173K 0.36% 78
2017
Q4 		$1.62M Buy
26,461
+179
+0.7% +$12K 0.41% 73
2017
Q3 		$1.79M Buy
26,282
+1,232
+5% +$89.6K 0.48% 52
2017
Q2 		$1.81M Buy
25,050
+1,778
+8% +$130K 0.57% 44
2017
Q1 		$1.68M Buy
23,272
+1,124
+5% +$75.8K 0.61% 41
2016
Q4 		$1.49M Sell
22,148
-133
-0.6% -$8.81K 0.58% 45
2016
Q3 		$1.57M Buy
22,281
+753
+3% +$57.7K 0.59% 38
2016
Q2 		$1.64M Buy
+21,528
New +$1.53M 0.61% 40
2015
Q4 		– Sell
-22,753
Closed -$1.54M – 118
2015
Q3 		$1.54M Sell
22,753
-1,459
-6% -$97.4K 0.55% 53
2015
Q2 		$1.59M Sell
24,212
-1,159
-5% -$83.1K 0.54% 54
2015
Q1 		$1.96M Sell
25,371
-1,477
-6% -$116K 0.63% 44
2014
Q4 		$2.03M Buy
+26,848
New +$1.92M 0.66% 41

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 Wealth Management's WELL Position: Q3 2025 in Review

Jackson Wealth Management sold out of Welltower (WELL) in Q3 2025, closing a stake of 3,185 shares — an estimated $490K sold.

Jackson Wealth Management first reported a position in WELL in Q4 2014 and held it in 20 quarters. The position peaked at $2.85M in Q3 2019. 1,329 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Jackson Wealth Management reported no remaining Welltower position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 3,185 Welltower shares in Q3 2025, an estimated $490K.
  • Jackson Wealth Management first reported a position in Welltower in Q4 2014 and held it in 20 quarters.
  • Jackson Wealth Management's Welltower position peaked at $2.85M in Q3 2019.
  • 1,329 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.