Planned Solutions’s Welltower WELL Stock Holding History

Planned 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	$528K	Buy	2,326 +19	+0.8%	+$4.02K	0.15%	77
2026 Q1	$456K	Hold	2,307	–	–	0.15%	75
2025 Q4	$428K	Hold	2,307	–	–	0.14%	81
2025 Q3	$411K	Hold	2,307	–	–	0.14%	78
2025 Q2	$355K	Hold	2,307	–	–	0.13%	77
2025 Q1	$353K	Hold	2,307	–	–	0.14%	72
2024 Q4	$291K	Hold	2,307	–	–	0.12%	81
2024 Q3	$295K	Hold	2,307	–	–	0.12%	74
2024 Q2	$241K	Hold	2,307	–	–	0.12%	80
2024 Q1	$216K	Hold	2,307	–	–	0.11%	91
2023 Q4	$208K	Buy	+2,307	New	+$200K	0.1%	80
2022 Q2	–	Sell	-2,307	Closed	-$222K	–	71
2022 Q1	$222K	Buy	+2,307	New	+$200K	0.15%	68
2021 Q1	–	Sell	-2,307	Closed	-$149K	–	412
2020 Q4	$149K	Hold	2,307	–	–	0.12%	70
2020 Q3	$127K	Buy	+2,307	New	+$127K	0.12%	71

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planned Solutions's WELL Position: Q2 2026 in Review

Planned Solutions increased its Welltower (WELL) stake by 0.82% in Q2 2026, buying an estimated $4.02K and bringing the position to 2,326 shares worth $528K. The position accounts for 0.15% of the portfolio, ranked #77.

Planned Solutions first reported a position in WELL in Q3 2020 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Planned Solutions held 2,326 shares of Welltower worth $528K as of Q2 2026.
Planned Solutions bought 19 Welltower shares in Q2 2026, an estimated $4.02K.
Welltower made up 0.15% of Planned Solutions's portfolio in Q2 2026, its #77 holding.
Planned Solutions first reported a position in Welltower in Q3 2020 and has held it in 14 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.