Center for Financial Planning’s Welltower WELL Stock Holding History

Center for 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
2025 Q4	–	Sell	-133	Closed	-$23.7K	–	737
2025 Q3	$23.7K	Hold	133	–	–	﹤0.01%	397
2025 Q2	$20.4K	Hold	133	–	–	﹤0.01%	390
2025 Q1	$20.4K	Hold	133	–	–	﹤0.01%	392
2024 Q4	$16.8K	Hold	133	–	–	﹤0.01%	362
2024 Q3	$17K	Hold	133	–	–	﹤0.01%	348
2024 Q2	$13.9K	Hold	133	–	–	﹤0.01%	355
2024 Q1	$12.4K	Hold	133	–	–	﹤0.01%	380
2023 Q4	$12K	Hold	133	–	–	﹤0.01%	347
2023 Q3	$10.9K	Hold	133	–	–	﹤0.01%	348
2023 Q2	$10.8K	Hold	133	–	–	﹤0.01%	375
2023 Q1	$9.54K	Hold	133	–	–	﹤0.01%	364
2022 Q4	$8.72K	Hold	133	–	–	﹤0.01%	371
2022 Q3	$9K	Hold	133	–	–	﹤0.01%	374
2022 Q2	$11K	Hold	133	–	–	﹤0.01%	353
2022 Q1	$13K	Hold	133	–	–	﹤0.01%	352
2021 Q4	$11K	Hold	133	–	–	﹤0.01%	373
2021 Q3	$11K	Hold	133	–	–	﹤0.01%	356
2021 Q2	$11K	Hold	133	–	–	﹤0.01%	356
2021 Q1	$10K	Sell	133 -300	-69%	-$20.1K	﹤0.01%	387
2020 Q4	$28K	Hold	433	–	–	0.01%	249
2020 Q3	$24K	Hold	433	–	–	0.01%	247
2020 Q2	$22K	Hold	433	–	–	0.01%	250
2020 Q1	$20K	Hold	433	–	–	0.01%	258
2019 Q4	$35K	Buy	+433	New	+$37.1K	0.01%	218

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's WELL Position: Q4 2025 in Review

Center for Financial Planning sold out of Welltower (WELL) in Q4 2025, closing a stake of 133 shares — an estimated $23.7K sold.

Center for Financial Planning first reported a position in WELL in Q4 2019 and held it in 24 quarters. The position peaked at $35K in Q4 2019. 1,431 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Center for Financial Planning reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 133 Welltower shares in Q4 2025, an estimated $23.7K.
Center for Financial Planning first reported a position in Welltower in Q4 2019 and held it in 24 quarters.
Center for Financial Planning's Welltower position peaked at $35K in Q4 2019.
1,431 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.