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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
Q2 		$1.08M Buy
4,748
+35
+0.7% +$7.4K 0.06% 150
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 $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

PDS Planning's WELL Position: Q2 2026 in Review

PDS Planning increased its Welltower (WELL) stake by 0.74% in Q2 2026, buying an estimated $7.4K and bringing the position to 4,748 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #150.

PDS Planning first reported a position in WELL in Q2 2023 and has held it in 13 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • PDS Planning held 4,748 shares of Welltower worth $1.08M as of Q2 2026.
  • PDS Planning bought 35 Welltower shares in Q2 2026, an estimated $7.4K.
  • Welltower made up 0.06% of PDS Planning's portfolio in Q2 2026, its #150 holding.
  • PDS Planning first reported a position in Welltower in Q2 2023 and has held it in 13 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.