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Atlas Capital Advisors’s Welltower WELL Stock Holding History

Atlas Capital Advisors’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 		$72.4K Hold
366
– – 0.01% 589
2025
Q4 		$67.9K Buy
+366
New +$68.4K 0.01% 584
2025
Q2 		$60.6K Hold
394
– – 0.01% 599
2025
Q1 		$60.4K Hold
394
– – 0.01% 605
2024
Q4 		$49.7K Hold
394
– – 0.01% 610
2024
Q3 		$50.4K Hold
394
– – 0.01% 579
2024
Q2 		$41.1K Hold
394
– – 0.01% 612
2024
Q1 		$36.8K Sell
394
-45
-10% -$4.08K 0.01% 610
2023
Q4 		$39.6K Hold
439
– – 0.01% 618
2023
Q3 		$36K Hold
439
– – 0.01% 573
2023
Q2 		$35.5K Hold
439
– – 0.01% 612
2023
Q1 		$31.5K Hold
439
– – 0.01% 622
2022
Q4 		$28.8K Hold
439
– – ﹤0.01% 620
2022
Q3 		$28.2K Hold
439
– – 0.01% 612
2022
Q2 		$36.2K Hold
439
– – 0.01% 606
2022
Q1 		$42.2K Hold
439
– – 0.01% 562
2021
Q4 		$37.7K Hold
439
– – 0.01% 560
2021
Q3 		$36.2K Hold
439
– – 0.01% 561
2021
Q2 		$36.5K Buy
439
+22
+5% +$1.68K 0.01% 567
2021
Q1 		$29.9K Hold
417
– – 0.01% 547
2020
Q4 		$26.9K Buy
+417
New +$25.3K 0.01% 517
2020
Q3 		– Sell
-417
Closed -$21.6K – 599
2020
Q2 		$21.6K Sell
417
-624
-60% -$30.7K 0.01% 544
2020
Q1 		$47.7K Sell
1,041
-2,556
-71% -$189K 0.01% 442
2019
Q4 		$294K Buy
3,597
+283
+9% +$24.2K 0.07% 264
2019
Q3 		$300K Buy
3,314
+599
+22% +$52.1K 0.09% 262
2019
Q2 		$221K Buy
+2,715
New +$213K 0.07% 279

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

Atlas Capital Advisors's WELL Position: Q1 2026 in Review

Atlas Capital Advisors held its Welltower (WELL) position steady in Q1 2026 at 366 shares worth $72.4K. The position accounts for 0.01% of the portfolio, ranked #589.

Atlas Capital Advisors first reported a position in WELL in Q2 2019 and has held it in 26 quarters since. The position peaked at $300K in Q3 2019. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Atlas Capital Advisors held 366 shares of Welltower worth $72.4K as of Q1 2026.
  • Atlas Capital Advisors left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #589 holding.
  • Atlas Capital Advisors first reported a position in Welltower in Q2 2019 and has held it in 26 quarters since.
  • Atlas Capital Advisors's Welltower position peaked at $300K in Q3 2019.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.