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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
Q2 		$36.8K Buy
162
+21
+15% +$4.44K 0.01% 225
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

High Note Wealth's WELL Position: Q2 2026 in Review

High Note Wealth increased its Welltower (WELL) stake by 15% in Q2 2026, buying an estimated $4.44K and bringing the position to 162 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #225.

High Note Wealth first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • High Note Wealth held 162 shares of Welltower worth $36.8K as of Q2 2026.
  • High Note Wealth bought 21 Welltower shares in Q2 2026, an estimated $4.44K.
  • Welltower made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #225 holding.
  • High Note Wealth first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.