Planning Project LLC’s Welltower WELL Stock Holding History

Planning Project LLC’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
2025 Q4	$6.9K	Buy	+37	New	+$6.91K	﹤0.01%	111

Other funds holding WELL

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planning Project LLC's WELL Position: Q4 2025 in Review

Planning Project LLC opened a new position in Welltower (WELL) in Q4 2025: 37 shares worth $6.9K. The stake represents ﹤0.01% of the portfolio and ranks #111 among its holdings.

1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Planning Project LLC held 37 shares of Welltower worth $6.9K as of Q4 2025.
Welltower was a new Planning Project LLC position in Q4 2025.
Welltower made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #111 holding.
1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.