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 $6.73T 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

HighTower Advisors's WELL Position: Q2 2026 in Review

HighTower Advisors reduced its Welltower (WELL) stake by 5.4% in Q2 2026, selling an estimated $1.15M and leaving 95,382 shares worth $21.6M. The position accounts for 0.02% of the portfolio, ranked #621.

HighTower Advisors first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • HighTower Advisors held 95,382 shares of Welltower worth $21.6M as of Q2 2026.
  • HighTower Advisors sold 5,420 Welltower shares in Q2 2026, an estimated $1.15M.
  • Welltower made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #621 holding.
  • HighTower Advisors first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.