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Asset Planning,Inc WELL Position History
Welltower Inc. • Real Estate
Quarters held
4
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $4M |
| Q2 2026 | $4.6M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 20.6K | — | — |
| Q2 2026 | $4.6M | 20.5K | — | — |
| Q1 2026 | $4M | 20.1K | — | — |
| Q4 2025 | $3.7M | 19.9K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B