HighPoint Advisor Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $773K | Buy |
3,404
+311
| +10% | +$65.7K | 0.03% | 375 |
|
|
2026
Q1 | $612K | Sell |
3,093
-10,606
| -77% | -$2.1M | 0.03% | 382 |
|
|
2025
Q4 | $2.54M | Buy |
13,699
+1,327
| +11% | +$248K | 0.06% | 277 |
|
|
2025
Q3 | $2.2M | Buy |
12,372
+468
| +4% | +$76.9K | 0.11% | 150 |
|
|
2025
Q2 | $1.83M | Buy |
11,904
+2,428
| +26% | +$363K | 0.1% | 167 |
|
|
2025
Q1 | $1.44M | Sell |
9,476
-2,747
| -22% | -$391K | 0.08% | 195 |
|
|
2024
Q4 | $1.71M | Buy |
12,223
+228
| +2% | +$29.9K | 0.09% | 173 |
|
|
2024
Q3 | $1.54M | Sell |
11,995
-2,310
| -16% | -$270K | 0.09% | 175 |
|
|
2024
Q2 | $1.61M | Buy |
14,305
+5,586
| +64% | +$547K | 0.1% | 165 |
|
|
2024
Q1 | $867K | Buy |
8,719
+148
| +2% | +$13.4K | 0.06% | 240 |
|
|
2023
Q4 | $782K | Buy |
+8,571
| New | +$744K | 0.06% | 261 |
|
|
2022
Q2 | $989K | Buy |
+12,109
| New | +$1.08M | 0.11% | 154 |
|
|
2021
Q3 | $460K | Sell |
5,582
-206
| -4% | -$17.7K | 0.05% | 326 |
|
|
2021
Q2 | $481K | Sell |
5,788
-1,500
| -21% | -$115K | 0.05% | 309 |
|
|
2021
Q1 | $547K | Buy |
7,288
+110
| +2% | +$7.39K | 0.06% | 253 |
|
|
2020
Q4 | $454K | Buy |
7,178
+1,768
| +33% | +$107K | 0.06% | 276 |
|
|
2020
Q3 | $308K | Buy |
5,410
+9
| +0.2% | +$494 | 0.06% | 269 |
|
|
2020
Q2 | $290K | Sell |
5,401
-1,691
| -24% | -$83.1K | 0.06% | 252 |
|
|
2020
Q1 | $312K | Sell |
7,092
-164
| -2% | -$12.1K | 0.07% | 214 |
|
|
2019
Q4 | $636K | Buy |
7,256
+1,532
| +27% | +$131K | 0.13% | 138 |
|
|
2019
Q3 | $474K | Sell |
5,724
-66
| -1% | -$5.74K | 0.1% | 171 |
|
|
2019
Q2 | $480K | Sell |
5,790
-18,969
| -77% | -$1.49M | 0.11% | 158 |
|
|
2019
Q1 | $1.17M | Buy |
24,759
+538
| +2% | +$40.4K | 0.29% | 71 |
|
|
2018
Q4 | $1.2M | Buy |
24,221
+17,099
| +240% | +$1.16M | 0.32% | 71 |
|
|
2018
Q3 | $451K | Sell |
7,122
-18,835
| -73% | -$1.22M | 0.12% | 175 |
|
|
2018
Q2 | $1.52M | Sell |
25,957
-1,152
| -4% | -$64.2K | 0.41% | 57 |
|
|
2018
Q1 | $1.51M | Buy |
27,109
+19,730
| +267% | +$1.11M | 0.41% | 59 |
|
|
2017
Q4 | $406K | Buy |
7,379
+275
| +4% | +$18.5K | 0.12% | 185 |
|
|
2017
Q3 | $481K | Sell |
7,104
-7,574
| -52% | -$551K | 0.15% | 160 |
|
|
2017
Q2 | $1.05M | Hold |
14,678
| – | – | 0.34% | 70 |
|
|
2017
Q1 | $1.05M | Buy |
14,678
+7,303
| +99% | +$493K | 0.34% | 70 |
|
|
2016
Q4 | $512K | Sell |
7,375
-130
| -2% | -$8.61K | 0.16% | 168 |
|
|
2016
Q3 | $465K | Buy |
7,505
+741
| +11% | +$56.7K | 0.16% | 163 |
|
|
2016
Q2 | $529K | Buy |
6,764
+1,176
| +21% | +$83.5K | 0.19% | 137 |
|
|
2016
Q1 | $381K | Buy |
5,588
+951
| +21% | +$61.3K | 0.23% | 117 |
|
|
2015
Q4 | $314K | Buy |
4,637
+547
| +13% | +$35.7K | 0.21% | 138 |
|
|
2015
Q3 | $277K | Buy |
+4,090
| New | +$273K | 0.31% | 110 |
|
Other funds holding WELL
HighPoint Advisor Group's WELL Position: Q2 2026 in Review
HighPoint Advisor Group increased its Welltower (WELL) stake by 10% in Q2 2026, buying an estimated $65.7K and bringing the position to 3,404 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #375.
HighPoint Advisor Group first reported a position in WELL in Q3 2015 and has held it in 37 quarters since. The position peaked at $2.54M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- HighPoint Advisor Group held 3,404 shares of Welltower worth $773K as of Q2 2026.
- HighPoint Advisor Group bought 311 Welltower shares in Q2 2026, an estimated $65.7K.
- Welltower made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #375 holding.
- HighPoint Advisor Group first reported a position in Welltower in Q3 2015 and has held it in 37 quarters since.
- HighPoint Advisor Group's Welltower position peaked at $2.54M in Q4 2025.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.