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Retirement Planning Company of New England’s Welltower WELL Stock Holding History

Retirement Planning Company of New England’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 		$1.13M Sell
4,982
-287
-5% -$60.7K 0.41% 66
2026
Q1 		$1.04M Buy
5,269
+17
+0.3% +$3.36K 0.42% 69
2025
Q4 		$975K Sell
5,252
-15
-0.3% -$2.8K 0.39% 72
2025
Q3 		$938K Sell
5,267
-5
-0.1% -$822 0.38% 71
2025
Q2 		$811K Buy
5,272
+13
+0.2% +$1.94K 0.36% 79
2025
Q1 		$806K Sell
5,259
-97
-2% -$13.8K 0.4% 71
2024
Q4 		$675K Buy
5,356
+12
+0.2% +$1.57K 0.33% 88
2024
Q3 		$684K Sell
5,344
-283
-5% -$33K 0.34% 91
2024
Q2 		$587K Buy
5,627
+15
+0.3% +$1.47K 0.32% 96
2024
Q1 		$524K Sell
5,612
-486
-8% -$44K 0.29% 108
2023
Q4 		$550K Buy
6,098
+255
+4% +$22.1K 0.25% 110
2023
Q3 		$479K Sell
5,843
-1,002
-15% -$82.4K 0.27% 105
2023
Q2 		$554K Buy
6,845
+22
+0.3% +$1.7K 0.32% 102
2023
Q1 		$489K Buy
6,823
+1
+0% +$73 0.3% 105
2022
Q4 		$447K Buy
6,822
+115
+2% +$7.39K 0.29% 111
2022
Q3 		$431K Buy
6,707
+1
+0% +$78 0.31% 105
2022
Q2 		$552K Buy
6,706
+15
+0.2% +$1.33K 0.38% 90
2022
Q1 		$643K Sell
6,691
-73
-1% -$6.34K 0.36% 86
2021
Q4 		$580K Buy
+6,764
New +$564K 0.28% 99

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Retirement Planning Company of New England's WELL Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Welltower (WELL) stake by 5.4% in Q2 2026, selling an estimated $60.7K and leaving 4,982 shares worth $1.13M. The position accounts for 0.41% of the portfolio, ranked #66.

Retirement Planning Company of New England first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Retirement Planning Company of New England held 4,982 shares of Welltower worth $1.13M as of Q2 2026.
  • Retirement Planning Company of New England sold 287 Welltower shares in Q2 2026, an estimated $60.7K.
  • Welltower made up 0.41% of Retirement Planning Company of New England's portfolio in Q2 2026, its #66 holding.
  • Retirement Planning Company of New England first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.