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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
Q3 		$7.65M Sell
33,210
-205
-0.6% -$48.5K 3.12% 13
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

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Planning Services Inc's WELL Position: Q3 2026 in Review

Asset Planning Services Inc reduced its Welltower (WELL) stake by 0.61% in Q3 2026, selling an estimated $48.5K and leaving 33,210 shares worth $7.65M. The position accounts for 3.12% of the portfolio, ranked #13.

Asset Planning Services Inc first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Asset Planning Services Inc held 33,210 shares of Welltower worth $7.65M as of Q3 2026.
  • Asset Planning Services Inc sold 205 Welltower shares in Q3 2026, an estimated $48.5K.
  • Welltower made up 3.12% of Asset Planning Services Inc's portfolio in Q3 2026, its #13 holding.
  • Asset Planning Services Inc first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Asset Planning Services Inc's 13F filing for Q3 2026, filed 15 Oct 2026.