Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$83,071
+$10,710 QoQ
Shares Held
366
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,370
of 1,580 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $93,608 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
366 | $83,071 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
221 | $10,537 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,071 | 366 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $72,361 | 366 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $67,933 | 366 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $60,569 | 394 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $60,364 | 394 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $49,655 | 394 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $50,443 | 394 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $41,074 | 394 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $36,815 | 394 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $39,584 | 439 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $35,962 | 439 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,510 | 439 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $31,471 | 439 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $28,776 | 439 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $28,236 | 439 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $36,151 | 439 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $42,205 | 439 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $37,653 | 439 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $36,173 | 439 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $36,480 | 439 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $29,869 | 417 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $26,946 | 417 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $21,579 | 417 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $47,656 | 1,041 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||