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Asset Planning Inc’s Welltower WELL Stock Holding History

Asset Planning Inc’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 		$4.64M Buy
20,453
+345
+2% +$72.9K 3.01% 8
2026
Q1 		$3.98M Buy
20,108
+206
+1% +$40.7K 2.83% 9
2025
Q4 		$3.69M Sell
19,902
-209
-1% -$39K 2.6% 9
2025
Q3 		$3.58M Sell
20,111
-93
-0.5% -$15.3K 2.59% 9
2025
Q2 		$3.11M Sell
20,204
-192
-0.9% -$28.7K 2.34% 9
2025
Q1 		$3.12M Sell
20,396
-192
-0.9% -$27.4K 2.45% 8
2024
Q4 		$2.59M Buy
+20,588
New +$2.7M 1.98% 10

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asset Planning Inc's WELL Position: Q2 2026 in Review

Asset Planning Inc increased its Welltower (WELL) stake by 1.7% in Q2 2026, buying an estimated $72.9K and bringing the position to 20,453 shares worth $4.64M. The position accounts for 3.01% of the portfolio, ranked #8.

Asset Planning Inc first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Asset Planning Inc held 20,453 shares of Welltower worth $4.64M as of Q2 2026.
  • Asset Planning Inc bought 345 Welltower shares in Q2 2026, an estimated $72.9K.
  • Welltower made up 3.01% of Asset Planning Inc's portfolio in Q2 2026, its #8 holding.
  • Asset Planning Inc first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.