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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
Q2 		$8.85K Sell
39
-2
-5% -$423 ﹤0.01% 334
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HighMark Wealth Management's WELL Position: Q2 2026 in Review

HighMark Wealth Management reduced its Welltower (WELL) stake by 4.9% in Q2 2026, selling an estimated $423 and leaving 39 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

HighMark Wealth Management first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.84K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • HighMark Wealth Management held 39 shares of Welltower worth $8.85K as of Q2 2026.
  • HighMark Wealth Management sold 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #334 holding.
  • HighMark Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • HighMark Wealth Management's Welltower position peaked at $9.84K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.