Action Point Financial Planning’s Welltower WELL Stock Holding History

Action Point Financial Planning’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	$80.8K	Buy	+362	New	+$76.5K	0.01%	672

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Action Point Financial Planning's WELL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Welltower (WELL) in Q2 2026: 362 shares worth $80.8K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings.

1,588 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Action Point Financial Planning held 362 shares of Welltower worth $80.8K as of Q2 2026.
Welltower was a new Action Point Financial Planning position in Q2 2026.
Welltower made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #672 holding.
1,588 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.