HCM
WELL icon

Highview Capital Management’s Welltower WELL Stock Holding History

Highview Capital 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
Q1 		$1.53M Buy
7,738
+154
+2% +$30.4K 0.56% 52
2025
Q4 		$1.41M Buy
7,584
+154
+2% +$28.8K 0.5% 60
2025
Q3 		$1.32M Sell
7,430
-249
-3% -$40.9K 0.49% 57
2025
Q2 		$1.18M Buy
7,679
+50
+0.7% +$7.47K 0.46% 62
2025
Q1 		$1.17M Buy
+7,629
New +$1.09M 0.49% 59

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

Highview Capital Management's WELL Position: Q1 2026 in Review

Highview Capital Management increased its Welltower (WELL) stake by 2% in Q1 2026, buying an estimated $30.4K and bringing the position to 7,738 shares worth $1.53M. The position accounts for 0.56% of the portfolio, ranked #52.

Highview Capital Management first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Highview Capital Management held 7,738 shares of Welltower worth $1.53M as of Q1 2026.
  • Highview Capital Management bought 154 Welltower shares in Q1 2026, an estimated $30.4K.
  • Welltower made up 0.56% of Highview Capital Management's portfolio in Q1 2026, its #52 holding.
  • Highview Capital Management first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.