Atlantic Edge Private Wealth Management’s Welltower WELL Stock Holding History

Atlantic Edge Private Wealth 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 Q2	$39.9K	Hold	176	–	–	0.01%	273
2026 Q1	$34.8K	Sell	176 -10	-5%	-$1.98K	0.01%	269
2025 Q4	$34.5K	Buy	186 +10	+6%	+$1.87K	0.01%	259
2025 Q3	$31.4K	Buy	176 +10	+6%	+$1.64K	0.01%	257
2025 Q2	$25.5K	Hold	166	–	–	0.01%	270
2025 Q1	$25.4K	Hold	166	–	–	0.01%	254
2024 Q4	$20.9K	Hold	166	–	–	0.01%	272
2024 Q3	$21.3K	Hold	166	–	–	0.01%	262
2024 Q2	$17.3K	Hold	166	–	–	0.01%	268
2024 Q1	$15.5K	Hold	166	–	–	0.01%	276
2023 Q4	$15K	Buy	+166	New	+$14.4K	0.01%	262

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Atlantic Edge Private Wealth Management's WELL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Welltower (WELL) position steady in Q2 2026 at 176 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #273.

Atlantic Edge Private Wealth Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Atlantic Edge Private Wealth Management held 176 shares of Welltower worth $39.9K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #273 holding.
Atlantic Edge Private Wealth Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
574 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.