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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
Q2 		$347K Buy
1,528
+18
+1% +$3.81K 0.05% 256
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
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

Holistic Planning's WELL Position: Q2 2026 in Review

Holistic Planning increased its Welltower (WELL) stake by 1.2% in Q2 2026, buying an estimated $3.81K and bringing the position to 1,528 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #256.

Holistic Planning first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Holistic Planning held 1,528 shares of Welltower worth $347K as of Q2 2026.
  • Holistic Planning bought 18 Welltower shares in Q2 2026, an estimated $3.81K.
  • Welltower made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #256 holding.
  • Holistic Planning first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.