JNBA Financial Advisors’s Welltower WELL Stock Holding History

JNBA Financial Advisors’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	$104K	Buy	458 +258	+129%	+$54.5K	0.01%	241
2026 Q1	$39.6K	Sell	200 -5	-2%	-$988	﹤0.01%	339
2025 Q4	$38.1K	Sell	205 -95	-32%	-$17.7K	﹤0.01%	346
2025 Q3	$53.5K	Hold	300	–	–	﹤0.01%	298
2025 Q2	$46.2K	Hold	300	–	–	﹤0.01%	302
2025 Q1	$46K	Hold	300	–	–	﹤0.01%	293
2024 Q4	$37.9K	Hold	300	–	–	﹤0.01%	312
2024 Q3	$38.5K	Hold	300	–	–	﹤0.01%	314
2024 Q2	$31.3K	Hold	300	–	–	﹤0.01%	336
2024 Q1	$28.1K	Hold	300	–	–	﹤0.01%	353
2023 Q4	$27.1K	Hold	300	–	–	﹤0.01%	357
2023 Q3	$24.6K	Hold	300	–	–	﹤0.01%	361
2023 Q2	$24.3K	Hold	300	–	–	﹤0.01%	368
2023 Q1	$21.5K	Hold	300	–	–	﹤0.01%	383
2022 Q4	$19.7K	Sell	300 -37	-11%	-$2.38K	﹤0.01%	374
2022 Q3	$22K	Buy	337 +25	+8%	+$1.95K	﹤0.01%	367
2022 Q2	$26K	Sell	312 -154	-33%	-$13.7K	﹤0.01%	362
2022 Q1	$45K	Hold	466	–	–	0.01%	304
2021 Q4	$40K	Buy	466 +154	+49%	+$12.8K	﹤0.01%	332
2021 Q3	$26K	Hold	312	–	–	﹤0.01%	381
2021 Q2	$26K	Hold	312	–	–	﹤0.01%	368
2021 Q1	$22K	Hold	312	–	–	﹤0.01%	379
2020 Q4	$20K	Sell	312 -32	-9%	-$1.94K	﹤0.01%	368
2020 Q3	$19K	Hold	344	–	–	﹤0.01%	351
2020 Q2	$18K	Hold	344	–	–	﹤0.01%	345
2020 Q1	$16K	Hold	344	–	–	﹤0.01%	337
2019 Q4	$28K	Hold	344	–	–	0.01%	313
2019 Q3	$31K	Hold	344	–	–	0.01%	283
2019 Q2	$28K	Hold	344	–	–	0.01%	301
2019 Q1	$27K	Sell	344 -55	-14%	-$4.13K	0.01%	294
2018 Q4	$28K	Buy	+399	New	+$27.1K	0.01%	270
2018 Q3	–	Sell	-480	Closed	-$30K	–	721
2018 Q2	$30K	Sell	480 -130	-21%	-$7.24K	0.01%	279
2018 Q1	$33K	Buy	610 +130	+27%	+$7.34K	0.01%	270
2017 Q4	$31K	Hold	480	–	–	0.01%	272
2017 Q3	$34K	Hold	480	–	–	0.01%	249
2017 Q2	$36K	Hold	480	–	–	0.01%	237
2017 Q1	$34K	Hold	480	–	–	0.01%	237
2016 Q4	$32K	Sell	480 -648	-57%	-$42.9K	0.01%	246
2016 Q3	$84K	Buy	1,128 +710	+170%	+$54.4K	0.01%	405
2016 Q2	$32K	Sell	418 -275	-40%	-$19.5K	0.01%	247
2016 Q1	$48K	Hold	693	–	–	0.02%	202
2015 Q4	$47K	Buy	693 +74	+12%	+$4.83K	0.02%	200
2015 Q3	$42K	Hold	619	–	–	0.02%	201
2015 Q2	$41K	Hold	619	–	–	0.02%	203
2015 Q1	$48K	Hold	619	–	–	0.02%	192
2014 Q4	$47K	Hold	619	–	–	0.02%	198
2014 Q3	$39K	Hold	619	–	–	0.02%	213
2014 Q2	$39K	Hold	619	–	–	0.02%	199
2014 Q1	$37K	Hold	619	–	–	0.02%	192
2013 Q4	$33K	Buy	619 +275	+80%	+$16.4K	0.02%	200
2013 Q3	$21K	Hold	344	–	–	0.01%	234
2013 Q2	$23K	Buy	+344	New	+$24.4K	0.02%	198

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JNBA Financial Advisors's WELL Position: Q2 2026 in Review

JNBA Financial Advisors increased its Welltower (WELL) stake by 129% in Q2 2026, buying an estimated $54.5K and bringing the position to 458 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #241.

JNBA Financial Advisors first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 533 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

JNBA Financial Advisors held 458 shares of Welltower worth $104K as of Q2 2026.
JNBA Financial Advisors bought 258 Welltower shares in Q2 2026, an estimated $54.5K.
Welltower made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #241 holding.
JNBA Financial Advisors first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
533 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.