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
2025 Q2	$3.93M	Sell
2025 Q1	$43.5M	Buy
2024 Q4	$16.3M	Buy
2024 Q3	–	Sell
2024 Q2	$3.7M	Buy
2024 Q1	$3.14M	Buy
2023 Q4	$1M	Sell
2023 Q3	$2.17M	Buy
2023 Q1	–	Sell
2022 Q4	$859K	Buy