PlanVest Financial’s Welltower WELL Stock Holding History

PlanVest Financial’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	$697K	Buy	3,073 +1	+0%	+$211	0.47%	42
2026 Q1	$608K	Buy	+3,072	New	+$607K	0.46%	42

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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

PlanVest Financial's WELL Position: Q2 2026 in Review

PlanVest Financial increased its Welltower (WELL) stake by 0.03% in Q2 2026, buying an estimated $211 and bringing the position to 3,073 shares worth $697K. The position accounts for 0.47% of the portfolio, ranked #42.

PlanVest Financial first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

PlanVest Financial held 3,073 shares of Welltower worth $697K as of Q2 2026.
PlanVest Financial bought 1 Welltower share in Q2 2026, an estimated $211.
Welltower made up 0.47% of PlanVest Financial's portfolio in Q2 2026, its #42 holding.
PlanVest Financial first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.