BFP
WELL icon

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
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 $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

Beacon Financial Planning's WELL Position: Q1 2026 in Review

Beacon Financial Planning increased its Welltower (WELL) stake by 42% in Q1 2026, buying an estimated $2.49M and bringing the position to 42,632 shares worth $8.43M. The position accounts for 3.26% of the portfolio, ranked #9.

Beacon Financial Planning first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Beacon Financial Planning held 42,632 shares of Welltower worth $8.43M as of Q1 2026.
  • Beacon Financial Planning bought 12,586 Welltower shares in Q1 2026, an estimated $2.49M.
  • Welltower made up 3.26% of Beacon Financial Planning's portfolio in Q1 2026, its #9 holding.
  • Beacon Financial Planning first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.