SEC 13F Intelligence

Asset Planning,Inc / WELL

Asset Planning,Inc’s Welltower Inc Position

Does Asset Planning,Inc own Welltower Inc (WELL)? Yes — 20.1K shares worth $4M (+2.83% of its 13F portfolio) as of Q1 2026, up from 19.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
20.1K
% of Portfolio
+2.83%
Quarters Held
6
currently held

Position History WELL

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.1K$4M+2.83%
Q4 202519.9K$4M+2.60%
Q3 202520.1K$4M+2.59%
Q2 202520.2K$3M+2.34%
Q1 202520.4K$3M+2.45%
Q4 202420.6K$3M+1.98%

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