JG
WELL icon

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
Q2 		$10.7M Buy
46,924
+22,261
+90% +$4.71M 0.04% 365
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 $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

Jain Global's WELL Position: Q2 2026 in Review

Jain Global increased its Welltower (WELL) stake by 90% in Q2 2026, buying an estimated $4.71M and bringing the position to 46,924 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #365.

Jain Global first reported a position in WELL in Q1 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Jain Global held 46,924 shares of Welltower worth $10.7M as of Q2 2026.
  • Jain Global bought 22,261 Welltower shares in Q2 2026, an estimated $4.71M.
  • Welltower made up 0.04% of Jain Global's portfolio in Q2 2026, its #365 holding.
  • Jain Global first reported a position in Welltower in Q1 2025 and has held it in 4 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.