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 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Highline Wealth Partners's WELL Position: Q2 2026 in Review

Highline Wealth Partners increased its Welltower (WELL) stake by 14% in Q2 2026, buying an estimated $4.23K and bringing the position to 167 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #277.

Highline Wealth Partners first reported a position in WELL in Q3 2022 and has held it in 16 quarters since. 303 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Highline Wealth Partners held 167 shares of Welltower worth $38K as of Q2 2026.
Highline Wealth Partners bought 20 Welltower shares in Q2 2026, an estimated $4.23K.
Welltower made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #277 holding.
Highline Wealth Partners first reported a position in Welltower in Q3 2022 and has held it in 16 quarters since.
303 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.