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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
Q2 		$1.3M Buy
5,728
+737
+15% +$156K 0.19% 89
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 $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

Personal CFO Solutions's WELL Position: Q2 2026 in Review

Personal CFO Solutions increased its Welltower (WELL) stake by 15% in Q2 2026, buying an estimated $156K and bringing the position to 5,728 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #89.

Personal CFO Solutions first reported a position in WELL in Q3 2019 and has held it in 28 quarters since. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Personal CFO Solutions held 5,728 shares of Welltower worth $1.3M as of Q2 2026.
  • Personal CFO Solutions bought 737 Welltower shares in Q2 2026, an estimated $156K.
  • Welltower made up 0.19% of Personal CFO Solutions's portfolio in Q2 2026, its #89 holding.
  • Personal CFO Solutions first reported a position in Welltower in Q3 2019 and has held it in 28 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.