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Atlantic Private Wealth’s Welltower WELL Stock Holding History

Atlantic Private Wealth’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 		– Sell
-29
Closed -$5.4K – 406
2025
Q4 		$5.4K Buy
29
+4
+16% +$747 ﹤0.01% 208
2025
Q3 		$4.45K Buy
+25
New +$4.11K ﹤0.01% 197

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

Atlantic Private Wealth's WELL Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Welltower (WELL) in Q1 2026, closing a stake of 29 shares — an estimated $5.4K sold.

Atlantic Private Wealth first reported a position in WELL in Q3 2025 and held it in 2 quarters. The position peaked at $5.4K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 29 Welltower shares in Q1 2026, an estimated $5.4K.
  • Atlantic Private Wealth first reported a position in Welltower in Q3 2025 and held it in 2 quarters.
  • Atlantic Private Wealth's Welltower position peaked at $5.4K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.