Jeppson Wealth Management
WELL icon

Jeppson Wealth Management’s Welltower WELL Stock Holding History

Jeppson Wealth Management’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 		$2.03M Hold
8,799
– – 0.58% 44
2026
Q2 		$2M Sell
8,799
-100
-1% -$21.1K 0.59% 45
2026
Q1 		$1.76M Sell
8,899
-39
-0.4% -$7.71K 0.55% 47
2025
Q4 		$1.66M Sell
8,938
-25
-0.3% -$4.67K 0.53% 48
2025
Q3 		$1.6M Sell
8,963
-400
-4% -$65.7K 0.51% 52
2025
Q2 		$1.44M Sell
9,363
-160
-2% -$23.9K 0.5% 51
2025
Q1 		$1.46M Hold
9,523
– – 0.53% 50
2024
Q4 		$1.2M Sell
9,523
-50
-0.5% -$6.56K 0.44% 60
2024
Q3 		$1.23M Sell
9,573
-45
-0.5% -$5.25K 0.44% 62
2024
Q2 		$1M Sell
9,618
-10
-0.1% -$980 0.38% 69
2024
Q1 		$900K Sell
9,628
-25
-0.3% -$2.26K 0.35% 75
2023
Q4 		$870K Sell
9,653
-21
-0.2% -$1.82K 0.36% 77
2023
Q3 		$793K Sell
9,674
-35
-0.4% -$2.88K 0.36% 75
2023
Q2 		$785K Sell
9,709
-100
-1% -$7.7K 0.34% 76
2023
Q1 		$703K Hold
9,809
– – 0.31% 82
2022
Q4 		$643K Sell
9,809
-330
-3% -$21.2K 0.27% 85
2022
Q3 		$652K Buy
10,139
+200
+2% +$15.6K 0.3% 76
2022
Q2 		$818K Sell
9,939
-19
-0.2% -$1.69K 0.35% 66
2022
Q1 		$957K Hold
9,958
– – 0.45% 57
2021
Q4 		$854K Sell
9,958
-5
-0.1% -$417 0.41% 63
2021
Q3 		$820K Sell
9,963
-5
-0.1% -$430 0.43% 58
2021
Q2 		$828K Hold
9,968
– – 0.45% 57
2021
Q1 		$714K Hold
9,968
– – 0.42% 58
2020
Q4 		$644K Buy
9,968
+790
+9% +$47.9K 0.43% 58
2020
Q3 		$506K Buy
+9,178
New +$504K 0.4% 62

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Jeppson Wealth Management's WELL Position: Q3 2026 in Review

Jeppson Wealth Management held its Welltower (WELL) position steady in Q3 2026 at 8,799 shares worth $2.03M. The position accounts for 0.58% of the portfolio, ranked #44.

Jeppson Wealth Management first reported a position in WELL in Q3 2020 and has held it in 25 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Jeppson Wealth Management held 8,799 shares of Welltower worth $2.03M as of Q3 2026.
  • Jeppson Wealth Management left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.58% of Jeppson Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Jeppson Wealth Management first reported a position in Welltower in Q3 2020 and has held it in 25 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.