Back to WELL
APPLETON PARTNERS INC/MA → WELL
APPLETON PARTNERS INC/MA WELL Position History
Welltower Inc. • Real Estate
Quarters held
5
Latest value
$22.4M
Q3 2026
Peak value
$22.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16M |
| Q4 2025 | $17.3M |
| Q1 2026 | $18.8M |
| Q2 2026 | $22.3M |
| Q3 2026 | $22.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.4M | 97.2K | — | — |
| Q2 2026 | $22.3M | 98.2K | — | — |
| Q1 2026 | $18.8M | 95.1K | — | — |
| Q4 2025 | $17.3M | 93.0K | — | — |
| Q3 2025 | $16M | 89.6K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B