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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
Q2 		$74.4K Buy
328
+15
+5% +$3.17K 0.01% 205
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 $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

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

JPL Wealth Management increased its Welltower (WELL) stake by 4.8% in Q2 2026, buying an estimated $3.17K and bringing the position to 328 shares worth $74.4K. The position accounts for 0.01% of the portfolio, ranked #205.

JPL Wealth Management first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • JPL Wealth Management held 328 shares of Welltower worth $74.4K as of Q2 2026.
  • JPL Wealth Management bought 15 Welltower shares in Q2 2026, an estimated $3.17K.
  • Welltower made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #205 holding.
  • JPL Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.