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Game Plan Financial Advisors’s Welltower WELL Stock Holding History

Game Plan Financial Advisors’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 		$681 Buy
+3
New +$634 ﹤0.01% 371
2025
Q3 		– Sell
-100
Closed -$15.4K – 373
2025
Q2 		$15.4K Buy
+100
New +$14.9K 0.01% 203

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

Game Plan Financial Advisors's WELL Position: Q2 2026 in Review

Game Plan Financial Advisors opened a new position in Welltower (WELL) in Q2 2026: 3 shares worth $681. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Game Plan Financial Advisors previously reported a position in WELL as recently as Q2 2025.

Game Plan Financial Advisors first reported a position in WELL in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.4K in Q2 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Game Plan Financial Advisors held 3 shares of Welltower worth $681 as of Q2 2026.
  • Welltower was a new Game Plan Financial Advisors position in Q2 2026.
  • Welltower made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #371 holding.
  • Game Plan Financial Advisors first reported a position in Welltower in Q2 2025 and has held it in 2 quarters since.
  • Game Plan Financial Advisors's Welltower position peaked at $15.4K in Q2 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.