AFG
WELL icon

Atomi Financial Group’s Welltower WELL Stock Holding History

Atomi Financial Group’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 		$2.37M Buy
10,460
+431
+4% +$91.1K 0.06% 226
2026
Q1 		$1.98M Buy
10,029
+897
+10% +$177K 0.06% 250
2025
Q4 		$1.69M Buy
9,132
+2,122
+30% +$396K 0.05% 264
2025
Q3 		$1.25M Buy
7,010
+615
+10% +$101K 0.04% 312
2025
Q2 		$983K Buy
6,395
+36
+0.6% +$5.38K 0.04% 342
2025
Q1 		$974K Buy
6,359
+725
+13% +$103K 0.04% 316
2024
Q4 		$710K Buy
5,634
+614
+12% +$80.6K 0.04% 357
2024
Q3 		$643K Buy
5,020
+666
+15% +$77.7K 0.04% 366
2024
Q2 		$454K Buy
4,354
+1,305
+43% +$128K 0.03% 430
2024
Q1 		$285K Buy
3,049
+721
+31% +$65.3K 0.03% 553
2023
Q4 		$210K Buy
+2,328
New +$202K 0.03% 536

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

Atomi Financial Group's WELL Position: Q2 2026 in Review

Atomi Financial Group increased its Welltower (WELL) stake by 4.3% in Q2 2026, buying an estimated $91.1K and bringing the position to 10,460 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #226.

Atomi Financial Group first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Atomi Financial Group held 10,460 shares of Welltower worth $2.37M as of Q2 2026.
  • Atomi Financial Group bought 431 Welltower shares in Q2 2026, an estimated $91.1K.
  • Welltower made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #226 holding.
  • Atomi Financial Group first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.