Highline Wealth Partners
WELL icon

Highline Wealth Partners’s Welltower WELL Stock Holding History

Highline Wealth Partners’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 		$46.1K Buy
200
+33
+20% +$7.8K 0.01% 270
2026
Q2 		$38K Buy
167
+20
+14% +$4.23K 0.01% 277
2026
Q1 		$29.1K Sell
147
-8
-5% -$1.58K 0.01% 238
2025
Q4 		$28.8K Buy
155
+12
+8% +$2.24K 0.01% 195
2025
Q3 		$25.5K Buy
143
+24
+20% +$3.94K 0.01% 233
2025
Q2 		$18.3K Hold
119
– – 0.01% 236
2025
Q1 		$18.2K Buy
119
+19
+19% +$2.71K 0.01% 218
2024
Q4 		$12.6K Buy
100
+25
+33% +$3.28K ﹤0.01% 217
2024
Q3 		$9.6K Buy
75
+9
+14% +$1.05K ﹤0.01% 259
2024
Q2 		$6.88K Buy
66
+56
+560% +$5.49K ﹤0.01% 255
2024
Q1 		$934 Hold
10
– – ﹤0.01% 375
2023
Q4 		$902 Hold
10
– – ﹤0.01% 348
2023
Q3 		$819 Hold
10
– – ﹤0.01% 321
2023
Q2 		$809 Hold
10
– – ﹤0.01% 282
2023
Q1 		$717 Hold
10
– – ﹤0.01% 289
2022
Q4 		$656 Buy
10
+6
+150% +$386 ﹤0.01% 287
2022
Q3 		$257 Buy
+4
New +$313 ﹤0.01% 315

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Highline Wealth Partners's WELL Position: Q3 2026 in Review

Highline Wealth Partners increased its Welltower (WELL) stake by 20% in Q3 2026, buying an estimated $7.8K and bringing the position to 200 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #270.

Highline Wealth Partners first reported a position in WELL in Q3 2022 and has held it in 17 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Highline Wealth Partners held 200 shares of Welltower worth $46.1K as of Q3 2026.
  • Highline Wealth Partners bought 33 Welltower shares in Q3 2026, an estimated $7.8K.
  • Welltower made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #270 holding.
  • Highline Wealth Partners first reported a position in Welltower in Q3 2022 and has held it in 17 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.