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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
Q2 		$2.27K Hold
10
– – ﹤0.01% 304
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 $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

JDM Financial Group's WELL Position: Q2 2026 in Review

JDM Financial Group held its Welltower (WELL) position steady in Q2 2026 at 10 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

JDM Financial Group first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • JDM Financial Group held 10 shares of Welltower worth $2.27K as of Q2 2026.
  • JDM Financial Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #304 holding.
  • JDM Financial Group first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.