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Livermore
Livermore
ZHEN

Atlantic Trust, LLC

SEC CIK
0001708001
Latest filing
Aug 6, 2026

WELL holding history

Welltower Inc. in every 13F filed by Atlantic Trust, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
871
Value
$197.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Atlantic Trust, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026871$197.7K<0.1%00.0%UnchangedHolders
Q1 2026871$172.2K<0.1%00.0%UnchangedHolders
Q4 2025871$161.7K<0.1%00.0%UnchangedHolders
Q3 2025871$155.2K<0.1%00.0%UnchangedHolders
Q2 2025871$133.9K<0.1%+176+25.3%AddedHolders
Q1 2025695$106.5K<0.1%00.0%UnchangedHolders
Q4 2024695$87.6K<0.1%00.0%UnchangedHolders
Q3 2024695$89.0K<0.1%−20−2.8%ReducedHolders
Q2 2024715$74.5K<0.1%00.0%UnchangedHolders
Q1 2024715$66.8K<0.1%00.0%UnchangedHolders
Q4 2023715$64.5K<0.1%00.0%UnchangedHolders
Q3 2023715$58.6K<0.1%00.0%UnchangedHolders
Q2 2023715$51.3K<0.1%−2,309−76.4%ReducedHolders
Q1 20233,024$216.8K0.1%−16−0.5%ReducedHolders
Q4 20223,040$200.0K0.1%00.0%UnchangedHolders
Q3 20223,040$196.0K0.1%00.0%UnchangedHolders
Q2 20223,040$251.0K0.2%00.0%UnchangedHolders
Q1 20223,040$292.0K0.2%00.0%UnchangedHolders
Q4 20213,040$260.0K0.2%00.0%UnchangedHolders
Q3 20213,040$251.0K0.2%00.0%UnchangedHolders
Q2 20213,040$252.0K0.2%+715+30.8%AddedHolders
Q1 20212,325$167.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.