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High Point Wealth Management’s Welltower WELL Stock Holding History

High Point Wealth Management’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 		$2.62M Buy
11,535
+423
+4% +$89.4K 2.14% 10
2026
Q1 		$2.2M Buy
11,112
+1,722
+18% +$340K 2.12% 11
2025
Q4 		$1.74M Buy
+9,390
New +$1.75M 1.64% 15

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

High Point Wealth Management's WELL Position: Q2 2026 in Review

High Point Wealth Management increased its Welltower (WELL) stake by 3.8% in Q2 2026, buying an estimated $89.4K and bringing the position to 11,535 shares worth $2.62M. The position accounts for 2.14% of the portfolio, ranked #10.

High Point Wealth Management first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • High Point Wealth Management held 11,535 shares of Welltower worth $2.62M as of Q2 2026.
  • High Point Wealth Management bought 423 Welltower shares in Q2 2026, an estimated $89.4K.
  • Welltower made up 2.14% of High Point Wealth Management's portfolio in Q2 2026, its #10 holding.
  • High Point Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.