JF
WELL icon

Jump Financial’s Welltower WELL Stock Holding History

Jump Financial’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 		– Sell
-9,282
Closed -$1.84M – 2518
2026
Q1 		$1.84M Buy
+9,282
New +$1.83M 0.02% 691
2025
Q4 		– Sell
-65,416
Closed -$11.7M – 2335
2025
Q3 		$11.7M Buy
65,416
+11,903
+22% +$1.96M 0.14% 182
2025
Q2 		$8.23M Buy
53,513
+42,436
+383% +$6.34M 0.09% 284
2025
Q1 		$1.7M Buy
+11,077
New +$1.58M 0.02% 633
2024
Q4 		– Sell
-5,315
Closed -$680K – 2057
2024
Q3 		$680K Sell
5,315
-313
-6% -$36.5K 0.01% 977
2024
Q2 		$587K Sell
5,628
-9,764
-63% -$957K 0.01% 1070
2024
Q1 		$1.44M Buy
15,392
+7,395
+92% +$670K 0.04% 602
2023
Q4 		$721K Buy
7,997
+4,540
+131% +$394K 0.02% 885
2023
Q3 		$283K Buy
+3,457
New +$284K 0.01% 1340
2022
Q2 		– Sell
-2,918
Closed -$281K – 2058
2022
Q1 		$281K Buy
+2,918
New +$253K 0.01% 1104
2021
Q4 		– Sell
-5,000
Closed -$412K – 1759
2021
Q3 		$412K Buy
+5,000
New +$430K 0.03% 542
2021
Q2 		– Sell
-3,250
Closed -$233K – 1417
2021
Q1 		$233K Buy
+3,250
New +$218K 0.02% 713

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

Jump Financial's WELL Position: Q2 2026 in Review

Jump Financial sold out of Welltower (WELL) in Q2 2026, closing a stake of 9,282 shares — an estimated $1.84M sold.

Jump Financial first reported a position in WELL in Q1 2021 and held it in 12 quarters. The position peaked at $11.7M in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Jump Financial reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 9,282 Welltower shares in Q2 2026, an estimated $1.84M.
  • Jump Financial first reported a position in Welltower in Q1 2021 and held it in 12 quarters.
  • Jump Financial's Welltower position peaked at $11.7M in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.