SEC 13F Intelligence

Beacon Financial Planning, Inc / WELL

Beacon Financial Planning, Inc’s Welltower Inc Position

Does Beacon Financial Planning, Inc own Welltower Inc (WELL)? Yes — 42.6K shares worth $8M (+3.26% of its 13F portfolio) as of Q1 2026, up from 30.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
42.6K
% of Portfolio
+3.26%
Quarters Held
8
currently held

Position History WELL

Reported value by quarter
Q2 ’24: $242,015Q2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202642.6K$8M+3.26%
Q4 202530.0K$6M+2.69%
Q3 202528.1K$5M+2.59%
Q2 202527.3K$4M+2.34%
Q1 202527.9K$4M+2.46%
Q4 202426.1K$3M+1.92%
Q3 202413.4K$2M+1.06%
Q2 20242.3K$242,015+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Financial Planning, Inc’s full portfolio or all institutional holders of WELL.