HWM
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HighMark Wealth Management’s Welltower WELL Stock Holding History

HighMark 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
Q1 		$8.11K Sell
41
-12
-23% -$2.37K ﹤0.01% 318
2025
Q4 		$9.84K Buy
53
+24
+83% +$4.48K ﹤0.01% 315
2025
Q3 		$5.17K Hold
29
– – ﹤0.01% 390
2025
Q2 		$4.46K Buy
+29
New +$4.33K ﹤0.01% 408

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HighMark Wealth Management's WELL Position: Q1 2026 in Review

HighMark Wealth Management reduced its Welltower (WELL) stake by 23% in Q1 2026, selling an estimated $2.37K and leaving 41 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

HighMark Wealth Management first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.84K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • HighMark Wealth Management held 41 shares of Welltower worth $8.11K as of Q1 2026.
  • HighMark Wealth Management sold 12 Welltower shares in Q1 2026, an estimated $2.37K.
  • Welltower made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #318 holding.
  • HighMark Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • HighMark Wealth Management's Welltower position peaked at $9.84K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.