Jefferies Group WELL Holdings History

Number of Shares
142,905.00
Current Holdings Value*
$32.44 Mil
% of Portfolio
0.22%
Total Estimate Gain
$8.82 Mil
% of Total Estimate Gain
11.87%

Jefferies Group's Welltower Inc Holding Summary

As of 2026-06-30, Leucadia National held 142,905.00 shares of Welltower Inc(WELL), totaling $32.44 Mil. This investment constitutes 0.22% of their stock portfolio, and Leucadia National now holds 0.02% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2022Q4. And since then Jefferies Group has made 9 purchases of WELL, at an average price of $151.45, for a total of 490,679.00 shares. In addition, there have been 5 sales at an average price of $141.57 for 347,774.00 shares. Based on historical transaction data and WELL's current price of $237.25, Jefferies Group's estimated gain on his WELL holdings is $8.82 Mil, reflecting a 11.87% gain to date.

Jefferies Group WELL ($237.25) Holding Chart

Jefferies Group WELL ($237.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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