Planning Strategies’s Welltower WELL Stock Holding History

Planning Strategies’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	$54.7K	Buy	+241	New	+$51K	0.03%	150

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

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

Norges Bank Oslo, Norway $1T AUM

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

Planning Strategies's WELL Position: Q2 2026 in Review

Planning Strategies opened a new position in Welltower (WELL) in Q2 2026: 241 shares worth $54.7K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings.

1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Planning Strategies held 241 shares of Welltower worth $54.7K as of Q2 2026.
Welltower was a new Planning Strategies position in Q2 2026.
Welltower made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #150 holding.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.