JG
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Jain Global’s Welltower WELL Stock Holding History

Jain Global’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 		$4.88M Buy
24,663
+5,245
+27% +$1.04M 0.02% 498
2025
Q4 		$3.6M Buy
+19,418
New +$3.63M 0.02% 478
2025
Q2 		– Sell
-25,198
Closed -$3.86M – 1645
2025
Q1 		$3.86M Buy
+25,198
New +$3.59M 0.05% 269

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

Jain Global's WELL Position: Q1 2026 in Review

Jain Global increased its Welltower (WELL) stake by 27% in Q1 2026, buying an estimated $1.04M and bringing the position to 24,663 shares worth $4.88M. The position accounts for 0.02% of the portfolio, ranked #498.

Jain Global first reported a position in WELL in Q1 2025 and has held it in 3 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Jain Global held 24,663 shares of Welltower worth $4.88M as of Q1 2026.
  • Jain Global bought 5,245 Welltower shares in Q1 2026, an estimated $1.04M.
  • Welltower made up 0.02% of Jain Global's portfolio in Q1 2026, its #498 holding.
  • Jain Global first reported a position in Welltower in Q1 2025 and has held it in 3 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.