Jefferies Financial Group’s Welltower WELL Stock Holding History

Jefferies 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	$1.14M	Buy	5,742 +3,290	+134%	+$650K	0.01%	875
2025 Q4	$455K	Buy	+2,452	New	+$458K	﹤0.01%	1358
2025 Q3	–	Sell	-25,545	Closed	-$3.93M	–	1708
2025 Q2	$3.93M	Sell	25,545 -258,264	-91%	-$38.6M	0.03%	360
2025 Q1	$43.5M	Buy	283,809 +154,809	+120%	+$22.1M	0.38%	42
2024 Q4	$16.3M	Buy	+129,000	New	+$16.9M	0.1%	157
2024 Q3	–	Sell	-35,499	Closed	-$3.7M	–	1802
2024 Q2	$3.7M	Buy	35,499 +1,900	+6%	+$186K	0.04%	379
2024 Q1	$3.14M	Buy	33,599 +22,508	+203%	+$2.04M	0.03%	435
2023 Q4	$1M	Sell	11,091 -15,366	-58%	-$1.33M	0.01%	952
2023 Q3	$2.17M	Buy	+26,457	New	+$2.18M	0.02%	600
2023 Q1	–	Sell	-13,100	Closed	-$859K	–	2032
2022 Q4	$859K	Buy	+13,100	New	+$842K	0.01%	911

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jefferies Financial Group increased its Welltower (WELL) stake by 134% in Q1 2026, buying an estimated $650K and bringing the position to 5,742 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #875.

Jefferies Financial Group first reported a position in WELL in Q4 2022 and has held it in 10 quarters since. The position peaked at $43.5M in Q1 2025. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Jefferies Financial Group held 5,742 shares of Welltower worth $1.14M as of Q1 2026.
Jefferies Financial Group bought 3,290 Welltower shares in Q1 2026, an estimated $650K.
Welltower made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #875 holding.
Jefferies Financial Group first reported a position in Welltower in Q4 2022 and has held it in 10 quarters since.
Jefferies Financial Group's Welltower position peaked at $43.5M in Q1 2025.
1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.