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AFFINITY WEALTH LLC WELL Position History
Welltower Inc. • Real Estate
Quarters held
4
Latest value
$55K
Q3 2025
Peak value
$55K
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $38K |
| Q1 2025 | $47K |
| Q2 2025 | $47K |
| Q3 2025 | $55K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2025 | $55K | 307 | — | — |
| Q2 2025 | $47K | 307 | — | — |
| Q1 2025 | $47K | 307 | — | — |
| Q4 2024 | $38K | 300 | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B
Other AFFINITY WEALTH LLC positions
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SCHW-PJ
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SCHW-PJ
$38.5MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$36.7MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$31MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$29.4MSchwab U.S. Large-Cap Growth ETF
ETHA
$27.7MInvesco Nasdaq 100 ETF