MidAtlantic Capital Management’s Welltower WELL Stock Holding History

MidAtlantic Capital Management’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	-500	Closed	-$92.8K	–	234
2025 Q4	$92.8K	Buy	+500	New	+$93.4K	0.06%	121
2025 Q1	–	Sell	-500	Closed	-$63K	–	239
2024 Q4	$63K	Hold	500	–	–	0.05%	127
2024 Q3	$64K	Hold	500	–	–	0.05%	120
2024 Q2	$52.1K	Hold	500	–	–	0.04%	123
2024 Q1	$46.7K	Hold	500	–	–	0.04%	133
2023 Q4	$45.1K	Buy	+500	New	+$43.4K	0.04%	128

Other funds holding WELL

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MidAtlantic Capital Management's WELL Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 500 shares — an estimated $92.8K sold.

MidAtlantic Capital Management first reported a position in WELL in Q4 2023 and held it in 6 quarters. The position peaked at $92.8K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

MidAtlantic Capital Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 500 Welltower shares in Q1 2026, an estimated $92.8K.
MidAtlantic Capital Management first reported a position in Welltower in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's Welltower position peaked at $92.8K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.