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Beacon Financial Planning’s Welltower WELL Stock Holding History

Beacon 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 		$9.68M Buy
42,657
+25
+0.1% +$5.29K 3.29% 7
2026
Q1 		$8.43M Buy
42,632
+12,586
+42% +$2.49M 3.26% 9
2025
Q4 		$5.58M Buy
30,046
+1,927
+7% +$360K 2.69% 11
2025
Q3 		$5.01M Buy
28,119
+844
+3% +$139K 2.59% 10
2025
Q2 		$4.19M Sell
27,275
-618
-2% -$92.4K 2.34% 10
2025
Q1 		$4.27M Buy
27,893
+1,780
+7% +$254K 2.46% 10
2024
Q4 		$3.29M Buy
26,113
+12,691
+95% +$1.67M 1.92% 12
2024
Q3 		$1.72M Buy
13,422
+11,101
+478% +$1.3M 1.06% 17
2024
Q2 		$242K Buy
+2,321
New +$227K 0.16% 36

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 $3.38T AUM 44.17% 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

Beacon Financial Planning's WELL Position: Q2 2026 in Review

Beacon Financial Planning increased its Welltower (WELL) stake by 0.06% in Q2 2026, buying an estimated $5.29K and bringing the position to 42,657 shares worth $9.68M. The position accounts for 3.29% of the portfolio, ranked #7.

Beacon Financial Planning first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Beacon Financial Planning held 42,657 shares of Welltower worth $9.68M as of Q2 2026.
  • Beacon Financial Planning bought 25 Welltower shares in Q2 2026, an estimated $5.29K.
  • Welltower made up 3.29% of Beacon Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Beacon Financial Planning first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.