Jupiter Asset Management’s Welltower WELL Stock Holding History

Jupiter Asset 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
2025 Q4	–	Sell	-428,705	Closed	-$76.4M	–	498
2025 Q3	$76.4M	Buy	+428,705	New	+$70.5M	0.66%	40
2022 Q3	–	Sell	-14,014	Closed	-$1.15M	–	643
2022 Q2	$1.15M	Sell	14,014 -2,721	-16%	-$242K	0.02%	412
2022 Q1	$1.61M	Sell	16,735 -5,414	-24%	-$470K	0.02%	372
2021 Q4	$1.9M	Buy	22,149 +1,612	+8%	+$134K	0.02%	363
2021 Q3	$1.69M	Buy	20,537 +6,506	+46%	+$559K	0.02%	361
2021 Q2	$1.17M	Buy	+14,031	New	+$1.07M	0.01%	425
2020 Q2	–	Sell	-46,074	Closed	-$2.1M	–	276
2020 Q1	$2.1M	Sell	46,074 -1,838	-4%	-$136K	0.09%	163
2019 Q4	$3.92M	Sell	47,912 -24,977	-34%	-$2.14M	0.12%	161
2019 Q3	$6.61M	Buy	72,889 +2,432	+3%	+$212K	0.22%	119
2019 Q2	$5.74M	Buy	70,457 +32,854	+87%	+$2.58M	0.18%	125
2019 Q1	$2.92M	Buy	+37,603	New	+$2.82M	0.09%	171

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Jupiter Asset Management's WELL Position: Q4 2025 in Review

Jupiter Asset Management sold out of Welltower (WELL) in Q4 2025, closing a stake of 428,705 shares — an estimated $76.4M sold.

Jupiter Asset Management first reported a position in WELL in Q1 2019 and held it in 11 quarters. The position peaked at $76.4M in Q3 2025. 1,437 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Jupiter Asset Management reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 428,705 Welltower shares in Q4 2025, an estimated $76.4M.
Jupiter Asset Management first reported a position in Welltower in Q1 2019 and held it in 11 quarters.
Jupiter Asset Management's Welltower position peaked at $76.4M in Q3 2025.
1,437 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.