RPGNY
WELL icon

Retirement Planning Group (New York)’s Welltower WELL Stock Holding History

Retirement Planning Group (New York)’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 		$562K Sell
2,476
-1
-0% -$211 0.31% 55
2026
Q1 		$490K Buy
2,477
+1
+0% +$198 0.32% 54
2025
Q4 		$460K Sell
2,476
-1
-0% -$187 0.31% 51
2025
Q3 		$441K Buy
2,477
+1
+0% +$164 0.33% 52
2025
Q2 		$381K Hold
2,476
– – 0.33% 52
2025
Q1 		$379K Hold
2,476
– – 0.39% 47
2024
Q4 		$312K Buy
+2,476
New +$325K 0.34% 49

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 Group (New York)'s WELL Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Welltower (WELL) stake by 0.04% in Q2 2026, selling an estimated $211 and leaving 2,476 shares worth $562K. The position accounts for 0.31% of the portfolio, ranked #55.

Retirement Planning Group (New York) first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Retirement Planning Group (New York) held 2,476 shares of Welltower worth $562K as of Q2 2026.
  • Retirement Planning Group (New York) sold 1 Welltower share in Q2 2026, an estimated $211.
  • Welltower made up 0.31% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #55 holding.
  • Retirement Planning Group (New York) first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.