HighTower Advisors
WELL icon

HighTower Advisors’s Welltower WELL Stock Holding History

HighTower Advisors’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
2023
Q2 		– Sell
-5,600
Closed -$31.4K – 3726
2023
Q1 		$31.4K Buy
5,600
+5,560
+13,900% +$403K ﹤0.01% 3099
2022
Q4 		$22.4K Buy
+40
New +$2.57K ﹤0.01% 3120

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

HighTower Advisors's WELL Position: Q3 2026 in Review

HighTower Advisors reduced its Welltower (WELL) stake by 5.3% in Q3 2026, selling an estimated $1.2M and leaving 90,316 shares worth $20.8M. The position accounts for 0.02% of the portfolio, ranked #629.

HighTower Advisors first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.6M in Q2 2026. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • HighTower Advisors held 90,316 shares of Welltower worth $20.8M as of Q3 2026.
  • HighTower Advisors sold 5,066 Welltower shares in Q3 2026, an estimated $1.2M.
  • Welltower made up 0.02% of HighTower Advisors's portfolio in Q3 2026, its #629 holding.
  • HighTower Advisors first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
  • HighTower Advisors's Welltower position peaked at $21.6M in Q2 2026.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.