Superior Planning, LLC’s Welltower WELL Stock Holding History

Superior Planning, LLC’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 Q3	$311K	Buy	+1,352	New	+$320K	0.13%	123

Other funds holding WELL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's WELL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Welltower (WELL) in Q3 2026: 1,352 shares worth $311K. The stake represents 0.13% of the portfolio and ranks #123 among its holdings.

1,199 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Superior Planning, LLC held 1,352 shares of Welltower worth $311K as of Q3 2026.
Welltower was a new Superior Planning, LLC position in Q3 2026.
Welltower made up 0.13% of Superior Planning, LLC's portfolio in Q3 2026, its #123 holding.
1,199 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.