Beacon Financial Planning
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
Q3 		$10.1M Buy
43,875
+1,218
+3% +$288K 3.44% 8
2026
Q2 		$9.7M Buy
42,657
+25
+0.1% +$5.28K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Beacon Financial Planning's WELL Position: Q3 2026 in Review

Beacon Financial Planning increased its Welltower (WELL) stake by 2.9% in Q3 2026, buying an estimated $288K and bringing the position to 43,875 shares worth $10.1M. The position accounts for 3.44% of the portfolio, ranked #8.

Beacon Financial Planning first reported a position in WELL in Q2 2024 and has held it in 10 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Beacon Financial Planning held 43,875 shares of Welltower worth $10.1M as of Q3 2026.
  • Beacon Financial Planning bought 1,218 Welltower shares in Q3 2026, an estimated $288K.
  • Welltower made up 3.44% of Beacon Financial Planning's portfolio in Q3 2026, its #8 holding.
  • Beacon Financial Planning first reported a position in Welltower in Q2 2024 and has held it in 10 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.