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 $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

HighTower Advisors's WELL Position: Q1 2026 in Review

HighTower Advisors increased its Welltower (WELL) stake by 5% in Q1 2026, buying an estimated $951K and bringing the position to 100,802 shares worth $19.9M. The position accounts for 0.02% of the portfolio, ranked #617.

HighTower Advisors first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • HighTower Advisors held 100,802 shares of Welltower worth $19.9M as of Q1 2026.
  • HighTower Advisors bought 4,812 Welltower shares in Q1 2026, an estimated $951K.
  • Welltower made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #617 holding.
  • HighTower Advisors first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.