Back to WELL
CONGRESS ASSET MANAGEMENT CO → WELL
CONGRESS ASSET MANAGEMENT CO WELL Position History
Welltower Inc. • Real Estate
Quarters held
5
Latest value
$160.4M
Q3 2026
Peak value
$163.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $104.9M |
| Q4 2025 | $139.8M |
| Q1 2026 | $148.3M |
| Q2 2026 | $163.8M |
| Q3 2026 | $160.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $160.4M | 696.8K | — | — |
| Q2 2026 | $163.8M | 721.6K | — | — |
| Q1 2026 | $148.3M | 750.2K | — | — |
| Q4 2025 | $139.8M | 753.3K | — | — |
| Q3 2025 | $104.9M | 588.6K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B