Back to WELL
Compass Wealth Management LLC → WELL
Compass Wealth Management LLC WELL Position History
Welltower Inc. • Real Estate
Quarters held
2
Latest value
$92K
Q3 2026
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.5M |
| Q3 2026 | $92K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $92K | 400 | — | — |
| Q3 2025 | $23.5M | 123.7K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B