Jefferies Financial Group
WELL icon

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
Q3 		– Sell
-142,905
Closed -$32.4M – 1884
2026
Q2 		$32.4M Buy
142,905
+137,163
+2,389% +$29M 0.21% 93
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Jefferies Financial Group's WELL Position: Q3 2026 in Review

Jefferies Financial Group sold out of Welltower (WELL) in Q3 2026, closing a stake of 142,905 shares — an estimated $32.4M sold.

Jefferies Financial Group first reported a position in WELL in Q4 2022 and held it in 11 quarters. The position peaked at $43.5M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Jefferies Financial Group reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 142,905 Welltower shares in Q3 2026, an estimated $32.4M.
  • Jefferies Financial Group first reported a position in Welltower in Q4 2022 and held it in 11 quarters.
  • Jefferies Financial Group's Welltower position peaked at $43.5M in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.