Mark Sheptoff Financial Planning’s Welltower WELL Stock Holding History

Mark Sheptoff Financial 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	$21.4K	Hold	100	–	–	0.01%	267
2025 Q4	$18.6K	Hold	100	–	–	0.01%	282
2025 Q3	$17.8K	Hold	100	–	–	0.01%	283
2025 Q2	$15.4K	Hold	100	–	–	0.01%	296
2025 Q1	$15.3K	Hold	100	–	–	0.01%	272
2024 Q4	$12.6K	Hold	100	–	–	0.01%	301
2024 Q3	$12.8K	Hold	100	–	–	0.01%	284
2024 Q2	$10.4K	Hold	100	–	–	0.01%	311
2024 Q1	$9.34K	Hold	100	–	–	0.01%	297
2023 Q4	$9.02K	Hold	100	–	–	0.01%	294
2023 Q3	$8.19K	Sell	100 -130	-57%	-$10.7K	0.01%	279
2023 Q2	$18.6K	Hold	230	–	–	0.01%	228
2023 Q1	$16.5K	Hold	230	–	–	0.01%	226
2022 Q4	$15.1K	Hold	230	–	–	0.01%	240
2022 Q3	$15K	Hold	230	–	–	0.01%	227
2022 Q2	$19K	Hold	230	–	–	0.01%	222
2022 Q1	$22K	Hold	230	–	–	0.01%	240
2021 Q4	$20K	Hold	230	–	–	0.01%	254
2021 Q3	$19K	Hold	230	–	–	0.01%	251
2021 Q2	$19K	Hold	230	–	–	0.01%	276
2021 Q1	$16K	Hold	230	–	–	0.01%	254
2020 Q4	$15K	Buy	230 +130	+130%	+$7.89K	0.01%	245
2020 Q3	$6K	Sell	100 -130	-57%	-$7.14K	﹤0.01%	264
2020 Q2	$12K	Hold	230	–	–	0.01%	246
2020 Q1	$11K	Hold	230	–	–	0.01%	228
2019 Q4	$19K	Hold	230	–	–	0.01%	226
2019 Q3	$21K	Buy	230 +130	+130%	+$11.3K	0.01%	207
2019 Q2	$8K	Hold	100	–	–	0.01%	278
2019 Q1	$8K	Hold	100	–	–	0.01%	283
2018 Q4	$7K	Hold	100	–	–	0.01%	266
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	321
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	312
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	333
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	318
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	309
2017 Q2	$7K	Sell	100 -1	-1%	-$73	﹤0.01%	295
2017 Q1	$7K	Buy	101 +1	+1%	+$67	0.01%	297
2016 Q4	$7K	Hold	100	–	–	0.01%	287
2016 Q3	$7K	Hold	100	–	–	0.01%	279
2016 Q2	$8K	Hold	100	–	–	0.01%	259
2016 Q1	$7K	Hold	100	–	–	0.01%	263
2015 Q4	$7K	Hold	100	–	–	0.01%	291
2015 Q3	$7K	Hold	100	–	–	0.01%	271
2015 Q2	$7K	Hold	100	–	–	0.01%	290
2015 Q1	$8K	Hold	100	–	–	0.01%	275
2014 Q4	$8K	Hold	100	–	–	0.01%	274
2014 Q3	$6K	Hold	100	–	–	0.01%	297
2014 Q2	$6K	Hold	100	–	–	0.01%	306
2014 Q1	$6K	Buy	+100	New	+$5.71K	0.01%	311

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

Mark Sheptoff Financial Planning's WELL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Welltower (WELL) position steady in Q1 2026 at 100 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #267.

Mark Sheptoff Financial Planning first reported a position in WELL in Q1 2014 and has held it in 49 quarters since. The position peaked at $22K in Q1 2022. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Mark Sheptoff Financial Planning held 100 shares of Welltower worth $21.4K as of Q1 2026.
Mark Sheptoff Financial Planning left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #267 holding.
Mark Sheptoff Financial Planning first reported a position in Welltower in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Welltower position peaked at $22K in Q1 2022.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.