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Financial Life Planners’s Welltower WELL Stock Holding History

Financial Life Planners’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 		– Hold
0
– – – 323
2026
Q1 		– Hold
0
– – – 351
2025
Q3 		– Hold
0
– – – 346
2025
Q1 		– Sell
-13
Closed -$1.68K – 387
2024
Q4 		$1.68K Buy
+13
New +$1.71K ﹤0.01% 337

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
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

Financial Life Planners's WELL Position: Q2 2026 in Review

Financial Life Planners held its Welltower (WELL) position steady in Q2 2026 at 0 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Financial Life Planners first reported a position in WELL in Q4 2024 and has held it in 1 quarter since. The position peaked at $1.68K in Q4 2024. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Financial Life Planners held 0 shares of Welltower worth $98 as of Q2 2026.
  • Financial Life Planners left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #323 holding.
  • Financial Life Planners first reported a position in Welltower in Q4 2024 and has held it in 1 quarter since.
  • Financial Life Planners's Welltower position peaked at $1.68K in Q4 2024.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.