PCS
WELL icon

Personal CFO Solutions’s Welltower WELL Stock Holding History

Personal CFO Solutions’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 		$987K Buy
4,991
+1,106
+28% +$219K 0.14% 129
2025
Q4 		$721K Buy
3,885
+1,240
+47% +$232K 0.11% 169
2025
Q3 		$471K Sell
2,645
-451
-15% -$74.1K 0.08% 241
2025
Q2 		$476K Buy
3,096
+137
+5% +$20.5K 0.09% 234
2025
Q1 		$453K Sell
2,959
-227
-7% -$32.3K 0.09% 224
2024
Q4 		$402K Sell
3,186
-614
-16% -$80.6K 0.08% 242
2024
Q3 		$486K Sell
3,800
-26
-0.7% -$3.03K 0.07% 268
2024
Q2 		$399K Sell
3,826
-152
-4% -$14.9K 0.06% 302
2024
Q1 		$372K Sell
3,978
-60
-1% -$5.43K 0.06% 338
2023
Q4 		$364K Buy
4,038
+769
+24% +$66.7K 0.06% 320
2023
Q3 		$268K Buy
3,269
+113
+4% +$9.29K 0.05% 349
2023
Q2 		$255K Sell
3,156
-603
-16% -$46.5K 0.05% 374
2023
Q1 		$269K Sell
3,759
-449
-11% -$32.6K 0.06% 345
2022
Q4 		$276K Buy
4,208
+385
+10% +$24.8K 0.06% 327
2022
Q3 		$246K Buy
3,823
+40
+1% +$3.13K 0.06% 300
2022
Q2 		$312K Sell
3,783
-257
-6% -$22.9K 0.07% 253
2022
Q1 		$388K Sell
4,040
-141
-3% -$12.2K 0.08% 247
2021
Q4 		$359K Sell
4,181
-317
-7% -$26.4K 0.07% 268
2021
Q3 		$371K Buy
4,498
+83
+2% +$7.13K 0.08% 232
2021
Q2 		$367K Buy
4,415
+80
+2% +$6.12K 0.08% 241
2021
Q1 		$310K Sell
4,335
-251
-5% -$16.9K 0.07% 249
2020
Q4 		$296K Sell
4,586
-209
-4% -$12.7K 0.07% 248
2020
Q3 		$0 Sell
4,795
-465
-9% -$25.5K ﹤0.01% 334
2020
Q2 		$272K Buy
5,260
+10
+0.2% +$491 0.08% 224
2020
Q1 		$240K Buy
5,250
+1,207
+30% +$89.1K 0.09% 205
2019
Q4 		$331K Hold
4,043
– – 0.09% 187
2019
Q3 		$366K Buy
+4,043
New +$352K 0.15% 181

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

Personal CFO Solutions's WELL Position: Q1 2026 in Review

Personal CFO Solutions increased its Welltower (WELL) stake by 28% in Q1 2026, buying an estimated $219K and bringing the position to 4,991 shares worth $987K. The position accounts for 0.14% of the portfolio, ranked #129.

Personal CFO Solutions first reported a position in WELL in Q3 2019 and has held it in 27 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Personal CFO Solutions held 4,991 shares of Welltower worth $987K as of Q1 2026.
  • Personal CFO Solutions bought 1,106 Welltower shares in Q1 2026, an estimated $219K.
  • Welltower made up 0.14% of Personal CFO Solutions's portfolio in Q1 2026, its #129 holding.
  • Personal CFO Solutions first reported a position in Welltower in Q3 2019 and has held it in 27 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.