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Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

WELL holding history

Welltower Inc. in every 13F filed by Atticus Wealth Management, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of WELL by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−7−100.0%Sold outHolders
Q2 20257$1.08K<0.1%+7NewHolders
Q4 20220$00.0%−38−100.0%Sold outHolders
Q3 202238$3.00K<0.1%00.0%UnchangedHolders
Q2 202238$3.00K<0.1%00.0%UnchangedHolders
Q1 202238$4.00K<0.1%+38NewHolders