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PDS Planning’s Welltower WELL Stock Holding History

PDS 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 		$932K Buy
4,713
+135
+3% +$26.7K 0.06% 151
2025
Q4 		$850K Buy
4,578
+252
+6% +$47.1K 0.06% 162
2025
Q3 		$771K Buy
4,326
+59
+1% +$9.7K 0.05% 174
2025
Q2 		$656K Buy
4,267
+568
+15% +$84.9K 0.05% 190
2025
Q1 		$567K Buy
3,699
+242
+7% +$34.5K 0.05% 191
2024
Q4 		$436K Sell
3,457
-14
-0.4% -$1.84K 0.04% 212
2024
Q3 		$444K Buy
3,471
+19
+0.6% +$2.22K 0.04% 216
2024
Q2 		$360K Buy
3,452
+80
+2% +$7.84K 0.04% 226
2024
Q1 		$315K Buy
3,372
+101
+3% +$9.14K 0.03% 249
2023
Q4 		$295K Buy
3,271
+31
+1% +$2.69K 0.03% 236
2023
Q3 		$265K Buy
3,240
+95
+3% +$7.81K 0.03% 232
2023
Q2 		$254K Buy
+3,145
New +$242K 0.03% 247

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PDS Planning's WELL Position: Q1 2026 in Review

PDS Planning increased its Welltower (WELL) stake by 2.9% in Q1 2026, buying an estimated $26.7K and bringing the position to 4,713 shares worth $932K. The position accounts for 0.06% of the portfolio, ranked #151.

PDS Planning first reported a position in WELL in Q2 2023 and has held it in 12 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • PDS Planning held 4,713 shares of Welltower worth $932K as of Q1 2026.
  • PDS Planning bought 135 Welltower shares in Q1 2026, an estimated $26.7K.
  • Welltower made up 0.06% of PDS Planning's portfolio in Q1 2026, its #151 holding.
  • PDS Planning first reported a position in Welltower in Q2 2023 and has held it in 12 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.