Retirement Planning Co of New England, Inc.
PensionPosition in WELL — Welltower Inc.
CIK 1817693
Warwick, RI
Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,130,764
+$89,031 QoQ
Shares Held
4,982
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#716
of 1,581 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Retirement Planning Co of New England, Inc. holds $1,130,764 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,982 | $1,130,764 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130,764 | 4,982 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,041,733 | 5,269 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $974,823 | 5,252 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $938,263 | 5,267 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $810,464 | 5,272 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $805,731 | 5,259 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $675,016 | 5,356 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $684,192 | 5,344 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $586,614 | 5,627 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $524,385 | 5,612 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $549,856 | 6,098 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $478,658 | 5,843 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $553,692 | 6,845 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $489,140 | 6,823 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $447,182 | 6,822 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $431,394 | 6,707 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $552,239 | 6,706 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $643,272 | 6,691 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $580,148 | 6,764 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||