Game Plan Financial Advisors
WELL icon

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
Q3 		– Sell
-3
Closed -$681 – 478
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Game Plan Financial Advisors's WELL Position: Q3 2026 in Review

Game Plan Financial Advisors sold out of Welltower (WELL) in Q3 2026, closing a stake of 3 shares — an estimated $681 sold.

Game Plan Financial Advisors first reported a position in WELL in Q2 2025 and held it in 2 quarters. The position peaked at $15.4K in Q2 2025. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Game Plan Financial Advisors reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
  • Game Plan Financial Advisors sold 3 Welltower shares in Q3 2026, an estimated $681.
  • Game Plan Financial Advisors first reported a position in Welltower in Q2 2025 and held it in 2 quarters.
  • Game Plan Financial Advisors's Welltower position peaked at $15.4K in Q2 2025.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.