Jefferies Group's WELL Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,452 shares of Welltower Inc. (WELL) worth $455,116, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WELL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 154,809 shares. Largest reduction occurred in Q2 2025, reducing 258,264 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Welltower (WELL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Welltower (WELL) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,452 | New Buy | 2,452 | $185.61 |
| Q3 2025 | -25,545 | Sold Out | 0 | $0.00 |
| Q2 2025 | -258,264 | Reduce 91.00% | 25,545 | $153.73 |
| Q1 2025 | +154,809 | Add 120.01% | 283,809 | $153.21 |
| Q4 2024 | +129,000 | New Buy | 129,000 | $126.03 |
| Q3 2024 | -35,499 | Sold Out | 0 | $0.00 |
| Q2 2024 | +1,900 | Add 5.65% | 35,499 | $104.25 |
| Q1 2024 | +22,508 | Add 202.94% | 33,599 | $93.44 |
| Q4 2023 | -15,366 | Reduce 58.08% | 11,091 | $90.17 |
| Q3 2023 | +26,457 | New Buy | 26,457 | $81.92 |
| Q1 2023 | -13,100 | Sold Out | 0 | $0.00 |
| Q4 2022 | +13,100 | New Buy | 13,100 | $65.55 |
Jefferies Group's Welltower Investment FAQs
Jefferies Group first purchased Welltower Inc. (WELL) in Q4 2022, acquiring 13,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Welltower Inc. (WELL) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to Welltower Inc. (WELL) was in Q1 2025, adding 283,809 shares worth $43.48 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,452 shares of Welltower Inc. (WELL), valued at approximately $455,116.
As of the Q4 2025 filing, Welltower Inc. (WELL) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Welltower Inc. (WELL) was 283,809 shares, as reported at the end of Q1 2025.