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Atom Investors’s Welltower WELL Stock Holding History

Atom Investors’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
-2,005
Closed -$372K – 858
2025
Q4 		$372K Buy
+2,005
New +$374K 0.03% 420
2025
Q3 		– Sell
-2,294
Closed -$353K – 850
2025
Q2 		$353K Sell
2,294
-19
-0.8% -$2.84K 0.03% 407
2025
Q1 		$354K Sell
2,313
-96
-4% -$13.7K 0.04% 345
2024
Q4 		$304K Sell
2,409
-245
-9% -$32.2K 0.04% 375
2024
Q3 		$340K Buy
2,654
+160
+6% +$18.7K 0.04% 362
2024
Q2 		$260K Sell
2,494
-4,427
-64% -$434K 0.03% 395
2024
Q1 		$647K Buy
6,921
+2,862
+71% +$259K 0.08% 283
2023
Q4 		$366K Buy
+4,059
New +$352K 0.06% 325
2023
Q1 		– Sell
-3,108
Closed -$204K – 326
2022
Q4 		$204K Sell
3,108
-3,991
-56% -$257K 0.1% 181
2022
Q3 		$457K Sell
7,099
-8,981
-56% -$702K 0.16% 159
2022
Q2 		$1.32M Buy
16,080
+10,098
+169% +$899K 0.58% 47
2022
Q1 		$575K Buy
5,982
+2,607
+77% +$226K 0.27% 89
2021
Q4 		$289K Sell
3,375
-4,683
-58% -$390K 0.05% 207
2021
Q3 		$664K Buy
+8,058
New +$692K 0.05% 169
2021
Q1 		– Sell
-7,655
Closed -$495K – 431
2020
Q4 		$495K Buy
7,655
+2,393
+45% +$145K 0.05% 245
2020
Q3 		$290K Sell
5,262
-2,768
-34% -$152K 0.03% 303
2020
Q2 		$416K Sell
8,030
-1,747
-18% -$85.9K 0.03% 288
2020
Q1 		$448K Buy
+9,777
New +$721K 0.04% 217
2019
Q4 		– Sell
-3,105
Closed -$281K – 321
2019
Q3 		$281K Sell
3,105
-10,781
-78% -$938K 0.02% 247
2019
Q2 		$1.13M Buy
13,886
+10,767
+345% +$846K 0.07% 245
2019
Q1 		$242K Buy
+3,119
New +$234K 0.02% 460

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

Atom Investors's WELL Position: Q1 2026 in Review

Atom Investors sold out of Welltower (WELL) in Q1 2026, closing a stake of 2,005 shares — an estimated $372K sold.

Atom Investors first reported a position in WELL in Q1 2019 and held it in 21 quarters. The position peaked at $1.32M in Q2 2022. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Atom Investors reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Atom Investors sold 2,005 Welltower shares in Q1 2026, an estimated $372K.
  • Atom Investors first reported a position in Welltower in Q1 2019 and held it in 21 quarters.
  • Atom Investors's Welltower position peaked at $1.32M in Q2 2022.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.