JFG
Jefferies Financial Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
25,545
-258,264
| -91% | -$39.7M | 0.03% | 251 |
|
|
2025
Q1 | $43.5M | Buy |
283,809
+154,809
| +120% | +$23.7M | 0.38% | 25 |
|
|
2024
Q4 | $16.3M | Buy |
+129,000
| New | +$16.3M | 0.1% | 101 |
|
|
2024
Q3 | – | Sell |
-35,499
| Closed | -$3.7M | – | 1422 |
|
|
2024
Q2 | $3.7M | Buy |
35,499
+1,900
| +6% | +$198K | 0.04% | 268 |
|
|
2024
Q1 | $3.14M | Buy |
33,599
+22,508
| +203% | +$2.1M | 0.03% | 295 |
|
|
2023
Q4 | $1M | Sell |
11,091
-15,366
| -58% | -$1.39M | 0.01% | 639 |
|
|
2023
Q3 | $2.17M | Buy |
+26,457
| New | +$2.17M | 0.02% | 358 |
|
|
2023
Q1 | – | Sell |
-13,100
| Closed | -$859K | – | 1432 |
|
|
2022
Q4 | $859K | Buy |
+13,100
| New | +$859K | 0.01% | 544 |
|