Janney Montgomery Scott
WELL icon

Janney Montgomery Scott’s Welltower WELL Stock Holding History

Janney Montgomery Scott’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 		$13.6M Sell
68,899
-8,196
-11% -$1.62M 0.03% 463
2025
Q4 		$14.3M Buy
77,095
+3,845
+5% +$718K 0.03% 467
2025
Q3 		$13M Sell
73,250
-3,936
-5% -$647K 0.03% 499
2025
Q2 		$11.9M Buy
77,186
+1,705
+2% +$255K 0.03% 492
2025
Q1 		$11.6M Buy
75,481
+9,495
+14% +$1.35M 0.03% 485
2024
Q4 		$8.32M Sell
65,986
-816
-1% -$107K 0.02% 597
2024
Q3 		$8.55M Buy
66,802
+12,599
+23% +$1.47M 0.02% 584
2024
Q2 		$5.65M Sell
54,203
-463
-0.8% -$45.4K 0.02% 684
2024
Q1 		$5.11M Buy
54,666
+3,035
+6% +$275K 0.02% 758
2023
Q4 		$4.66M Buy
51,631
+196
+0.4% +$17K 0.02% 761
2023
Q3 		$4.21M Sell
51,435
-2,218
-4% -$182K 0.02% 732
2023
Q2 		$4.34M Buy
53,653
+1,490
+3% +$115K 0.02% 750
2023
Q1 		$3.74M Sell
52,163
-92
-0.2% -$6.67K 0.02% 723
2022
Q4 		$3.42M Buy
52,255
+53
+0.1% +$3.41K 0.01% 801
2022
Q3 		$3.36M Buy
52,202
+46
+0.1% +$3.6K 0.01% 761
2022
Q2 		$4.32M Sell
52,156
-2,822
-5% -$251K 0.02% 641
2022
Q1 		$5.29M Sell
54,978
-121,479
-69% -$10.6M 0.02% 585
2021
Q4 		$15.1M Buy
176,457
+4,394
+3% +$366K 0.06% 291
2021
Q3 		$14.2M Sell
172,063
-19,911
-10% -$1.71M 0.06% 285
2021
Q2 		$16M Buy
191,974
+4,531
+2% +$347K 0.07% 255
2021
Q1 		$13.4M Sell
187,443
-1,617
-0.9% -$109K 0.07% 268
2020
Q4 		$12.2M Sell
189,060
-32,570
-15% -$1.98M 0.06% 290
2020
Q3 		$12.2M Buy
221,630
+12,700
+6% +$697K 0.07% 261
2020
Q2 		$10.8M Sell
208,930
-41,397
-17% -$2.03M 0.07% 263
2020
Q1 		$11.5M Sell
250,327
-3,760
-1% -$277K 0.09% 228
2019
Q4 		$20.8M Buy
254,087
+4,898
+2% +$419K 0.14% 176
2019
Q3 		$22.6M Sell
249,189
-41,167
-14% -$3.58M 0.16% 149
2019
Q2 		$23.7M Sell
290,356
-2,436
-0.8% -$191K 0.18% 133
2019
Q1 		$22.7M Sell
292,792
-26,242
-8% -$1.97M 0.19% 129
2018
Q4 		$22.1M Buy
319,034
+2,693
+0.9% +$183K 0.21% 111
2018
Q3 		$20.3M Buy
316,341
+5,434
+2% +$351K 0.18% 128
2018
Q2 		$19.5M Buy
310,907
+34,657
+13% +$1.93M 0.19% 119
2018
Q1 		$15M Buy
276,250
+15,739
+6% +$889K 0.15% 153
2017
Q4 		$16.6M Buy
260,511
+18,626
+8% +$1.25M 0.17% 130
2017
Q3 		$17M Buy
241,885
+9,840
+4% +$716K 0.19% 118
2017
Q2 		$17.4M Buy
232,045
+9,091
+4% +$665K 0.22% 106
2017
Q1 		$15.8M Buy
222,954
+15,575
+8% +$1.05M 0.21% 110
2016
Q4 		$13.9M Buy
207,379
+74,002
+55% +$4.9M 0.21% 110
2016
Q3 		$9.97M Buy
+133,377
New +$10.2M 0.18% 134
2016
Q2 		– Sell
-49,234
Closed -$3.41M – 1175
2016
Q1 		$3.41M Sell
49,234
-14,549
-23% -$938K 0.09% 223
2015
Q4 		$4.34M Buy
63,783
+12,028
+23% +$785K 0.11% 200
2015
Q3 		$3.5M Sell
51,755
-32,991
-39% -$2.2M 0.1% 234
2015
Q2 		$5.27M Buy
84,746
+22,262
+36% +$1.6M 0.11% 235
2015
Q1 		$4.83M Buy
62,484
+294
+0.5% +$23.1K 0.09% 275
2014
Q4 		$4.71M Buy
62,190
+4,218
+7% +$301K 0.09% 256
2014
Q3 		$3.62M Buy
57,972
+4,770
+9% +$308K 0.08% 329
2014
Q2 		$3.33M Buy
53,202
+4,050
+8% +$255K 0.07% 344
2014
Q1 		$2.93M Buy
49,152
+5,534
+13% +$316K 0.07% 345
2013
Q4 		$2.34M Buy
43,618
+15,531
+55% +$924K 0.06% 377
2013
Q3 		$1.75M Buy
28,087
+16,101
+134% +$1.02M 0.05% 426
2013
Q2 		$803K Buy
+11,986
New +$852K 0.08% 285

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

Janney Montgomery Scott's WELL Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Welltower (WELL) stake by 11% in Q1 2026, selling an estimated $1.62M and leaving 68,899 shares worth $13.6M. The position accounts for 0.03% of the portfolio, ranked #463.

Janney Montgomery Scott first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. The position peaked at $23.7M in Q2 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Janney Montgomery Scott held 68,899 shares of Welltower worth $13.6M as of Q1 2026.
  • Janney Montgomery Scott sold 8,196 Welltower shares in Q1 2026, an estimated $1.62M.
  • Welltower made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #463 holding.
  • Janney Montgomery Scott first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's Welltower position peaked at $23.7M in Q2 2019.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.