Planning Alternatives
WELL icon

Planning Alternatives’s Welltower WELL Stock Holding History

Planning Alternatives’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
Q3 		$210K Buy
+911
New +$215K 0.02% 134

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Planning Alternatives's WELL Position: Q3 2026 in Review

Planning Alternatives opened a new position in Welltower (WELL) in Q3 2026: 911 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Planning Alternatives held 911 shares of Welltower worth $210K as of Q3 2026.
  • Welltower was a new Planning Alternatives position in Q3 2026.
  • Welltower made up 0.02% of Planning Alternatives's portfolio in Q3 2026, its #134 holding.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Planning Alternatives's 13F filing for Q3 2026, filed 13 Nov 2026.