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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 		$2.37M Buy
+12,000
New +$2.37M 0.02% 577

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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. 1,480 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.
  • 1,480 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.