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BFC Planning, Inc.’s Welltower WELL Stock Holding History

BFC Planning, Inc.’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 		$1.75M Sell
7,690
-12,652
-62% -$2.67M 0.07% 269
2026
Q1 		$4.02M Sell
20,342
-7,490
-27% -$1.48M 0.18% 110
2025
Q4 		$5.17M Buy
27,832
+4,552
+20% +$850K 0.23% 92
2025
Q3 		$4.15M Buy
23,280
+3,070
+15% +$505K 0.3% 63
2025
Q2 		$3.11M Buy
20,210
+18,876
+1,415% +$2.82M 0.24% 82
2025
Q1 		$205K Buy
1,334
+113
+9% +$16.1K 0.02% 599
2024
Q4 		$154K Buy
+1,221
New +$160K 0.01% 707

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s WELL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Welltower (WELL) stake by 62% in Q2 2026, selling an estimated $2.67M and leaving 7,690 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #269.

BFC Planning, Inc. first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.17M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • BFC Planning, Inc. held 7,690 shares of Welltower worth $1.75M as of Q2 2026.
  • BFC Planning, Inc. sold 12,652 Welltower shares in Q2 2026, an estimated $2.67M.
  • Welltower made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #269 holding.
  • BFC Planning, Inc. first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Welltower position peaked at $5.17M in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.