Back to WELL
ASSETMARK, INC WELL Position History
Welltower Inc. • Real Estate
Quarters held
5
Latest value
$36.2M
Q3 2026
Peak value
$37.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.4M |
| Q4 2025 | $24.3M |
| Q1 2026 | $28.6M |
| Q2 2026 | $37.1M |
| Q3 2026 | $36.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.2M | 157.4K | — | — |
| Q2 2026 | $37.1M | 163.3K | — | — |
| Q1 2026 | $28.6M | 144.5K | — | — |
| Q4 2025 | $24.3M | 131.1K | — | — |
| Q3 2025 | $22.4M | 125.6K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B