PWP
WELL icon

Phillips Wealth Planners’s Welltower WELL Stock Holding History

Phillips Wealth Planners’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 		$473K Sell
1,992
-9
-0.4% -$1.9K 0.35% 86
2026
Q1 		$430K Sell
2,001
-6
-0.3% -$1.19K 0.32% 99
2025
Q4 		$373K Buy
2,007
+541
+37% +$101K 0.3% 109
2025
Q3 		$255K Sell
1,466
-58
-4% -$9.53K 0.21% 169
2025
Q2 		$231K Sell
1,524
-28
-2% -$4.18K 0.21% 165
2025
Q1 		$221K Buy
+1,552
New +$221K 0.23% 159

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

Phillips Wealth Planners's WELL Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Welltower (WELL) stake by 0.45% in Q2 2026, selling an estimated $1.9K and leaving 1,992 shares worth $473K. The position accounts for 0.35% of the portfolio, ranked #86.

Phillips Wealth Planners first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Phillips Wealth Planners held 1,992 shares of Welltower worth $473K as of Q2 2026.
  • Phillips Wealth Planners sold 9 Welltower shares in Q2 2026, an estimated $1.9K.
  • Welltower made up 0.35% of Phillips Wealth Planners's portfolio in Q2 2026, its #86 holding.
  • Phillips Wealth Planners first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.