JFG
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JDM Financial Group’s Welltower WELL Stock Holding History

JDM Financial Group’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 		$1.98K Hold
10
– – ﹤0.01% 298
2025
Q4 		$1.86K Hold
10
– – ﹤0.01% 238
2025
Q3 		$1.78K Hold
10
– – ﹤0.01% 269
2025
Q2 		$1.54K Hold
10
– – ﹤0.01% 250
2025
Q1 		$1.53K Hold
10
– – ﹤0.01% 255
2024
Q4 		$1.26K Hold
10
– – ﹤0.01% 275
2024
Q3 		$1.28K Buy
+10
New +$1.17K ﹤0.01% 286

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

JDM Financial Group's WELL Position: Q1 2026 in Review

JDM Financial Group held its Welltower (WELL) position steady in Q1 2026 at 10 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

JDM Financial Group first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • JDM Financial Group held 10 shares of Welltower worth $1.98K as of Q1 2026.
  • JDM Financial Group left its Welltower share count unchanged in Q1 2026.
  • Welltower made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #298 holding.
  • JDM Financial Group first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.