APSI
WELL icon

Asset Planning Services Inc’s Welltower WELL Stock Holding History

Asset Planning Services 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 		$7.58M Sell
33,415
-1,685
-5% -$356K 3.22% 12
2026
Q1 		$6.94M Buy
35,100
+65
+0.2% +$12.8K 3.04% 17
2025
Q4 		$6.5M Buy
+35,035
New +$6.54M 2.87% 15

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 Services Inc's WELL Position: Q2 2026 in Review

Asset Planning Services Inc reduced its Welltower (WELL) stake by 4.8% in Q2 2026, selling an estimated $356K and leaving 33,415 shares worth $7.58M. The position accounts for 3.22% of the portfolio, ranked #12.

Asset Planning Services Inc first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Asset Planning Services Inc held 33,415 shares of Welltower worth $7.58M as of Q2 2026.
  • Asset Planning Services Inc sold 1,685 Welltower shares in Q2 2026, an estimated $356K.
  • Welltower made up 3.22% of Asset Planning Services Inc's portfolio in Q2 2026, its #12 holding.
  • Asset Planning Services Inc first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Asset Planning Services Inc's 13F filing for Q2 2026, filed 28 Jul 2026.