PlanVest Financial
WELL icon

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
Q3 		$702K Sell
3,048
-25
-0.8% -$5.91K 0.45% 44
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
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

PlanVest Financial's WELL Position: Q3 2026 in Review

PlanVest Financial reduced its Welltower (WELL) stake by 0.81% in Q3 2026, selling an estimated $5.91K and leaving 3,048 shares worth $702K. The position accounts for 0.45% of the portfolio, ranked #44.

PlanVest Financial first reported a position in WELL in Q1 2026 and has held it in 3 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • PlanVest Financial held 3,048 shares of Welltower worth $702K as of Q3 2026.
  • PlanVest Financial sold 25 Welltower shares in Q3 2026, an estimated $5.91K.
  • Welltower made up 0.45% of PlanVest Financial's portfolio in Q3 2026, its #44 holding.
  • PlanVest Financial first reported a position in Welltower in Q1 2026 and has held it in 3 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.