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High Note Wealth’s Welltower WELL Stock Holding History

High Note Wealth’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 		$27.9K Buy
141
+7
+5% +$1.38K 0.01% 243
2025
Q4 		$24.9K Buy
134
+43
+47% +$8.03K ﹤0.01% 249
2025
Q3 		$16.2K Buy
91
+4
+5% +$657 ﹤0.01% 269
2025
Q2 		$13.4K Buy
87
+1
+1% +$149 ﹤0.01% 277
2025
Q1 		$13.2K Buy
86
+7
+9% +$997 ﹤0.01% 265
2024
Q4 		$9.96K Buy
+79
New +$10.4K ﹤0.01% 297

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

High Note Wealth's WELL Position: Q1 2026 in Review

High Note Wealth increased its Welltower (WELL) stake by 5.2% in Q1 2026, buying an estimated $1.38K and bringing the position to 141 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #243.

High Note Wealth first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • High Note Wealth held 141 shares of Welltower worth $27.9K as of Q1 2026.
  • High Note Wealth bought 7 Welltower shares in Q1 2026, an estimated $1.38K.
  • Welltower made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #243 holding.
  • High Note Wealth first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.