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Jaffetilchin Investment Partners’s Welltower WELL Stock Holding History

Jaffetilchin Investment Partners’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 		$316K Buy
1,597
+450
+39% +$88.9K 0.02% 352
2025
Q4 		$213K Buy
+1,147
New +$214K 0.01% 440
2024
Q4 		– Sell
-489
Closed -$62.6K – 1305
2024
Q3 		$62.6K Buy
+489
New +$57.1K ﹤0.01% 542
2016
Q4 		– Sell
-7,176
Closed -$537K – 304
2016
Q3 		$537K Buy
+7,176
New +$549K 0.17% 92

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

Jaffetilchin Investment Partners's WELL Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Welltower (WELL) stake by 39% in Q1 2026, buying an estimated $88.9K and bringing the position to 1,597 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #352.

Jaffetilchin Investment Partners first reported a position in WELL in Q3 2016 and has held it in 4 quarters since. The position peaked at $537K in Q3 2016. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,597 shares of Welltower worth $316K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 450 Welltower shares in Q1 2026, an estimated $88.9K.
  • Welltower made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #352 holding.
  • Jaffetilchin Investment Partners first reported a position in Welltower in Q3 2016 and has held it in 4 quarters since.
  • Jaffetilchin Investment Partners's Welltower position peaked at $537K in Q3 2016.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.