High Point Wealth Management
WELL icon

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
Q3 		$2.77M Buy
12,023
+488
+4% +$115K 2.19% 9
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

High Point Wealth Management's WELL Position: Q3 2026 in Review

High Point Wealth Management increased its Welltower (WELL) stake by 4.2% in Q3 2026, buying an estimated $115K and bringing the position to 12,023 shares worth $2.77M. The position accounts for 2.19% of the portfolio, ranked #9.

High Point Wealth Management first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • High Point Wealth Management held 12,023 shares of Welltower worth $2.77M as of Q3 2026.
  • High Point Wealth Management bought 488 Welltower shares in Q3 2026, an estimated $115K.
  • Welltower made up 2.19% of High Point Wealth Management's portfolio in Q3 2026, its #9 holding.
  • High Point Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.