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ASSET PLANNING SERVICES INC /LA/ /ADV → WELL
ASSET PLANNING SERVICES INC /LA/ /ADV WELL Position History
Welltower Inc. • Real Estate
Quarters held
4
Latest value
$7.6M
Q3 2026
Peak value
$7.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.5M |
| Q1 2026 | $6.9M |
| Q2 2026 | $7.6M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 33.2K | — | — |
| Q2 2026 | $7.6M | 33.4K | — | — |
| Q1 2026 | $6.9M | 35.1K | — | — |
| Q4 2025 | $6.5M | 35.0K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B