JCM
WELL icon

Jag Capital Management’s Welltower WELL Stock Holding History

Jag Capital 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 		$272K Sell
1,200
-192
-14% -$40.6K 0.03% 126
2026
Q1 		$275K Buy
1,392
+192
+16% +$37.9K 0.03% 123
2025
Q4 		$223K Hold
1,200
– – 0.02% 125
2025
Q3 		$214K Buy
+1,200
New +$197K 0.02% 129

Other funds holding WELL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Jag Capital Management's WELL Position: Q2 2026 in Review

Jag Capital Management reduced its Welltower (WELL) stake by 14% in Q2 2026, selling an estimated $40.6K and leaving 1,200 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #126.

Jag Capital Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Jag Capital Management held 1,200 shares of Welltower worth $272K as of Q2 2026.
  • Jag Capital Management sold 192 Welltower shares in Q2 2026, an estimated $40.6K.
  • Welltower made up 0.03% of Jag Capital Management's portfolio in Q2 2026, its #126 holding.
  • Jag Capital Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Jag Capital Management's Welltower position peaked at $275K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.