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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
Q2 		– Sell
-12,000
Closed -$2.37M – 2082
2026
Q1 		$2.37M Buy
+12,000
New +$2.37M 0.02% 577

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jefferies Financial Group's WELL Position: Q2 2026 in Review

Jefferies Financial Group increased its Welltower (WELL) stake by 2,389% in Q2 2026, buying an estimated $29M and bringing the position to 142,905 shares worth $32.4M. The position accounts for 0.21% of the portfolio, ranked #93.

Jefferies Financial Group first reported a position in WELL in Q4 2022 and has held it in 11 quarters since. The position peaked at $43.5M in Q1 2025. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Jefferies Financial Group held 142,905 shares of Welltower worth $32.4M as of Q2 2026.
  • Jefferies Financial Group bought 137,163 Welltower shares in Q2 2026, an estimated $29M.
  • Welltower made up 0.21% of Jefferies Financial Group's portfolio in Q2 2026, its #93 holding.
  • Jefferies Financial Group first reported a position in Welltower in Q4 2022 and has held it in 11 quarters since.
  • Jefferies Financial Group's Welltower position peaked at $43.5M in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.