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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Planning Group (New York)'s WELL Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Welltower (WELL) stake by 0.04% in Q1 2026, buying an estimated $198 and bringing the position to 2,477 shares worth $490K. The position accounts for 0.32% of the portfolio, ranked #54.

Retirement Planning Group (New York) first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Retirement Planning Group (New York) held 2,477 shares of Welltower worth $490K as of Q1 2026.
  • Retirement Planning Group (New York) bought 1 Welltower share in Q1 2026, an estimated $198.
  • Welltower made up 0.32% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #54 holding.
  • Retirement Planning Group (New York) first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.