Planning Capital Management Corporation’s Welltower WELL Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	–	Sell	-31	Closed	-$3.23K	–	916
2024 Q2	$3.23K	Hold	31	–	–	﹤0.01%	496
2024 Q1	$2.9K	Hold	31	–	–	﹤0.01%	532
2023 Q4	$2.8K	Buy	+31	New	+$2.69K	﹤0.01%	537

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's WELL Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Welltower (WELL) in Q3 2024, closing a stake of 31 shares — an estimated $3.23K sold.

Planning Capital Management Corporation first reported a position in WELL in Q4 2023 and held it in 3 quarters. The position peaked at $3.23K in Q2 2024. 1,060 funds tracked by Wall St. Rank hold WELL as of Q3 2024.

Planning Capital Management Corporation reported no remaining Welltower position as of Q3 2024 after selling out during the quarter.
Planning Capital Management Corporation sold 31 Welltower shares in Q3 2024, an estimated $3.23K.
Planning Capital Management Corporation first reported a position in Welltower in Q4 2023 and held it in 3 quarters.
Planning Capital Management Corporation's Welltower position peaked at $3.23K in Q2 2024.
1,060 funds tracked by Wall St. Rank held Welltower as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.