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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
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 $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

Jeppson Wealth Management's WELL Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Welltower (WELL) stake by 0.44% in Q1 2026, selling an estimated $7.71K and leaving 8,899 shares worth $1.76M. The position accounts for 0.55% of the portfolio, ranked #47.

Jeppson Wealth Management first reported a position in WELL in Q3 2020 and has held it in 23 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Jeppson Wealth Management held 8,899 shares of Welltower worth $1.76M as of Q1 2026.
  • Jeppson Wealth Management sold 39 Welltower shares in Q1 2026, an estimated $7.71K.
  • Welltower made up 0.55% of Jeppson Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Jeppson Wealth Management first reported a position in Welltower in Q3 2020 and has held it in 23 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.