Jessup Wealth Management’s Welltower WELL Stock Holding History

Jessup 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	–	Sell	-74	Closed	-$13.8K	–	359
2025 Q4	$13.8K	Buy	+74	New	+$13.8K	﹤0.01%	235

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Jessup Wealth Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 74 shares — an estimated $13.8K sold.

Jessup Wealth Management first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $13.8K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Jessup Wealth Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 74 Welltower shares in Q1 2026, an estimated $13.8K.
Jessup Wealth Management first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Welltower position peaked at $13.8K in Q4 2025.
1,495 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.