PPG
WELL icon

Peak Planning Group’s Welltower WELL Stock Holding History

Peak Planning Group’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 		$773K Sell
3,406
-134
-4% -$28.3K 0.17% 58
2026
Q1 		$700K Sell
3,540
-22
-0.6% -$4.35K 0.19% 56
2025
Q4 		$661K Buy
3,562
+6
+0.2% +$1.12K 0.19% 67
2025
Q3 		$633K Buy
3,556
+4
+0.1% +$657 0.33% 37
2025
Q2 		$546K Buy
3,552
+10
+0.3% +$1.49K 0.35% 42
2025
Q1 		$543K Buy
3,542
+7
+0.2% +$997 0.23% 67
2024
Q4 		$446K Buy
3,535
+7
+0.2% +$919 0.19% 74
2024
Q3 		$452K Buy
3,528
+9
+0.3% +$1.05K 0.2% 72
2024
Q2 		$367K Buy
+3,519
New +$345K 0.18% 77

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

Peak Planning Group's WELL Position: Q2 2026 in Review

Peak Planning Group reduced its Welltower (WELL) stake by 3.8% in Q2 2026, selling an estimated $28.3K and leaving 3,406 shares worth $773K. The position accounts for 0.17% of the portfolio, ranked #58.

Peak Planning Group first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,592 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Peak Planning Group held 3,406 shares of Welltower worth $773K as of Q2 2026.
  • Peak Planning Group sold 134 Welltower shares in Q2 2026, an estimated $28.3K.
  • Welltower made up 0.17% of Peak Planning Group's portfolio in Q2 2026, its #58 holding.
  • Peak Planning Group first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.