Holistic Planning’s Welltower WELL Stock Holding History

Holistic Planning’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	$299K	Buy	1,510 +21	+1%	+$4.15K	0.06%	235
2025 Q4	$276K	Buy	+1,489	New	+$278K	0.06%	229

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holistic Planning's WELL Position: Q1 2026 in Review

Holistic Planning increased its Welltower (WELL) stake by 1.4% in Q1 2026, buying an estimated $4.15K and bringing the position to 1,510 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #235.

Holistic Planning first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Holistic Planning held 1,510 shares of Welltower worth $299K as of Q1 2026.
Holistic Planning bought 21 Welltower shares in Q1 2026, an estimated $4.15K.
Welltower made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #235 holding.
Holistic Planning first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.