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Atria Wealth Solutions’s Welltower WELL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$901K Sell
5,864
-9,216
-61% -$1.38M 0.02% 679
2025
Q1 		$2.31M Sell
15,080
-288
-2% -$41K 0.03% 578
2024
Q4 		$1.94M Sell
15,368
-1,444
-9% -$190K 0.02% 655
2024
Q3 		$2.15M Buy
16,812
+600
+4% +$70K 0.02% 607
2024
Q2 		$1.69M Buy
16,212
+1,974
+14% +$193K 0.02% 689
2024
Q1 		$1.33M Sell
14,238
-4,997
-26% -$452K 0.02% 787
2023
Q4 		$1.73M Buy
19,235
+776
+4% +$67.3K 0.02% 650
2023
Q3 		$1.51M Sell
18,459
-289
-2% -$23.8K 0.02% 656
2023
Q2 		$1.52M Buy
18,748
+3,773
+25% +$291K 0.02% 674
2023
Q1 		$1.07M Sell
14,975
-531
-3% -$38.5K 0.02% 767
2022
Q4 		$1.02M Buy
15,506
+117
+0.8% +$7.52K 0.02% 735
2022
Q3 		$990K Sell
15,389
-277
-2% -$21.7K 0.02% 715
2022
Q2 		$1.29M Buy
15,666
+3,299
+27% +$294K 0.02% 590
2022
Q1 		$1.19M Buy
+12,367
New +$1.07M 0.02% 662

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's WELL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Welltower (WELL) stake by 61% in Q2 2025, selling an estimated $1.38M and leaving 5,864 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #679.

Atria Wealth Solutions first reported a position in WELL in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.31M in Q1 2025. 1,266 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

  • Atria Wealth Solutions held 5,864 shares of Welltower worth $901K as of Q2 2025.
  • Atria Wealth Solutions sold 9,216 Welltower shares in Q2 2025, an estimated $1.38M.
  • Welltower made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #679 holding.
  • Atria Wealth Solutions first reported a position in Welltower in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Welltower position peaked at $2.31M in Q1 2025.
  • 1,266 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.