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	0.03%	590
2022 Q1	$1.19M	Buy	+12,367	New	+$1.07M	0.02%	662

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return