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Highland Investment Advisors LLC’s Welltower WELL Stock Holding History

Highland Investment Advisors LLC’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
Q2 		$227 Buy
+1
New +$211 ﹤0.01% 622

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Highland Investment Advisors LLC's WELL Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Welltower (WELL) in Q2 2026: 1 share worth $227. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

1,332 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Highland Investment Advisors LLC held 1 share of Welltower worth $227 as of Q2 2026.
  • Welltower was a new Highland Investment Advisors LLC position in Q2 2026.
  • Welltower made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #622 holding.
  • 1,332 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.