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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
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

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 $3.37T AUM 44.26% 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

Jeppson Wealth Management's WELL Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Welltower (WELL) stake by 1.1% in Q2 2026, selling an estimated $21.1K and leaving 8,799 shares worth $2M. The position accounts for 0.59% of the portfolio, ranked #45.

Jeppson Wealth Management first reported a position in WELL in Q3 2020 and has held it in 24 quarters since. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Jeppson Wealth Management held 8,799 shares of Welltower worth $2M as of Q2 2026.
  • Jeppson Wealth Management sold 100 Welltower shares in Q2 2026, an estimated $21.1K.
  • Welltower made up 0.59% of Jeppson Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Jeppson Wealth Management first reported a position in Welltower in Q3 2020 and has held it in 24 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.