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Atlantic Union Bankshares’s Welltower WELL Stock Holding History

Atlantic Union Bankshares’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 		$8.03M Buy
35,400
+2,703
+8% +$571K 0.13% 147
2026
Q1 		$6.46M Buy
32,697
+7,580
+30% +$1.5M 0.12% 160
2025
Q4 		$4.66M Buy
25,117
+25
+0.1% +$4.67K 0.09% 198
2025
Q3 		$4.47M Buy
25,092
+257
+1% +$42.2K 0.08% 204
2025
Q2 		$3.82M Buy
24,835
+16,676
+204% +$2.49M 0.09% 201
2025
Q1 		$1.25M Buy
8,159
+159
+2% +$22.7K 0.08% 168
2024
Q4 		$1.01M Hold
8,000
– – 0.06% 191
2024
Q3 		$1.02M Hold
8,000
– – 0.06% 193
2024
Q2 		$834K Sell
8,000
-350
-4% -$34.3K 0.05% 204
2024
Q1 		$780K Sell
8,350
-150
-2% -$13.6K 0.07% 187
2023
Q4 		$766K Sell
8,500
-150
-2% -$13K 0.07% 188
2023
Q3 		$709K Sell
8,650
-200
-2% -$16.4K 0.07% 188
2023
Q2 		$716K Sell
8,850
-275
-3% -$21.2K 0.07% 189
2023
Q1 		$654K Hold
9,125
– – 0.07% 170
2022
Q4 		$598K Sell
9,125
-1,000
-10% -$64.3K 0.06% 167
2022
Q3 		$651K Hold
10,125
– – 0.07% 153
2022
Q2 		$834K Hold
10,125
– – 0.09% 143
2022
Q1 		$973K Sell
10,125
-25
-0.2% -$2.17K 0.09% 142
2021
Q4 		$871K Sell
10,150
-160
-2% -$13.3K 0.07% 149
2021
Q3 		$850K Sell
10,310
-280
-3% -$24.1K 0.08% 156
2021
Q2 		$880K Buy
10,590
+800
+8% +$61.2K 0.09% 156
2021
Q1 		$701K Buy
9,790
+1,323
+16% +$88.8K 0.07% 162
2020
Q4 		$547K Buy
8,467
+27
+0.3% +$1.64K 0.06% 179
2020
Q3 		$465K Sell
8,440
-425
-5% -$23.3K 0.05% 185
2020
Q2 		$459K Hold
8,865
– – 0.06% 183
2020
Q1 		$406K Buy
8,865
+6,415
+262% +$473K 0.06% 183
2019
Q4 		$200K Hold
2,450
– – 0.03% 235
2019
Q3 		$222K Sell
2,450
-300
-11% -$26.1K 0.03% 230
2019
Q2 		$224K Buy
+2,750
New +$216K 0.03% 236

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

Atlantic Union Bankshares's WELL Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Welltower (WELL) stake by 8.3% in Q2 2026, buying an estimated $571K and bringing the position to 35,400 shares worth $8.03M. The position accounts for 0.13% of the portfolio, ranked #147.

Atlantic Union Bankshares first reported a position in WELL in Q2 2019 and has held it in 29 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Atlantic Union Bankshares held 35,400 shares of Welltower worth $8.03M as of Q2 2026.
  • Atlantic Union Bankshares bought 2,703 Welltower shares in Q2 2026, an estimated $571K.
  • Welltower made up 0.13% of Atlantic Union Bankshares's portfolio in Q2 2026, its #147 holding.
  • Atlantic Union Bankshares first reported a position in Welltower in Q2 2019 and has held it in 29 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.