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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Asset Planning Inc's WELL Position: Q1 2026 in Review

Asset Planning Inc increased its Welltower (WELL) stake by 1% in Q1 2026, buying an estimated $40.7K and bringing the position to 20,108 shares worth $3.98M. The position accounts for 2.83% of the portfolio, ranked #9.

Asset Planning Inc first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Asset Planning Inc held 20,108 shares of Welltower worth $3.98M as of Q1 2026.
  • Asset Planning Inc bought 206 Welltower shares in Q1 2026, an estimated $40.7K.
  • Welltower made up 2.83% of Asset Planning Inc's portfolio in Q1 2026, its #9 holding.
  • Asset Planning Inc first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.