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JPL Wealth Management’s Welltower WELL Stock Holding History

JPL 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 		$61.9K Buy
+313
New +$61.9K 0.01% 209
2025
Q4 		– Sell
-335
Closed -$59.8K – 1124
2025
Q3 		$59.8K Buy
+335
New +$55.1K 0.01% 230

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

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

JPL Wealth Management opened a new position in Welltower (WELL) in Q1 2026: 313 shares worth $61.9K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WELL as recently as Q3 2025.

JPL Wealth Management first reported a position in WELL in Q3 2025 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • JPL Wealth Management held 313 shares of Welltower worth $61.9K as of Q1 2026.
  • Welltower was a new JPL Wealth Management position in Q1 2026.
  • Welltower made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #209 holding.
  • JPL Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.