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Consolidated Planning Corp’s Welltower WELL Stock Holding History

Consolidated Planning Corp’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 		– Sell
-47,374
Closed -$8.79M – 216
2025
Q4 		$8.79M Sell
47,374
-4,545
-9% -$849K 0.89% 28
2025
Q3 		$9.25M Buy
51,919
+649
+1% +$107K 0.98% 23
2025
Q2 		$7.88M Buy
51,270
+1,264
+3% +$189K 0.99% 31
2025
Q1 		$7.66M Buy
50,006
+3,450
+7% +$492K 1.05% 27
2024
Q4 		$5.87M Buy
46,556
+799
+2% +$105K 0.8% 41
2024
Q3 		$5.86M Buy
45,757
+2,319
+5% +$271K 0.87% 37
2024
Q2 		$4.53M Buy
+43,438
New +$4.26M 0.75% 48
2021
Q4 		– Sell
-6
Closed – – 456
2021
Q3 		$0 Buy
+6
New +$516 ﹤0.01% 499
2021
Q2 		– Sell
-32,419
Closed -$2.32M – 61
2021
Q1 		$2.32M Sell
32,419
-712
-2% -$47.8K 1.48% 12
2020
Q4 		$2.14M Sell
33,131
-5,931
-15% -$360K 1.39% 14
2020
Q3 		$2.15M Sell
39,062
-978
-2% -$53.7K 1.6% 12
2020
Q2 		$2.07M Buy
40,040
+28,092
+235% +$1.38M 2.03% 10
2020
Q1 		$547K Buy
+11,948
New +$882K 0.69% 22

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Consolidated Planning Corp's WELL Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Welltower (WELL) in Q1 2026, closing a stake of 47,374 shares — an estimated $8.79M sold.

Consolidated Planning Corp first reported a position in WELL in Q1 2020 and held it in 13 quarters. The position peaked at $9.25M in Q3 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 47,374 Welltower shares in Q1 2026, an estimated $8.79M.
  • Consolidated Planning Corp first reported a position in Welltower in Q1 2020 and held it in 13 quarters.
  • Consolidated Planning Corp's Welltower position peaked at $9.25M in Q3 2025.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.