Back to WELL
Fairfield Financial Advisors, LTD → WELL
Fairfield Financial Advisors, LTD WELL Position History
Welltower Inc. • Real Estate
Quarters held
5
Latest value
$8.8M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q4 2025 | $6.6M |
| Q1 2026 | $7.3M |
| Q2 2026 | $9.1M |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 38.1K | — | — |
| Q2 2026 | $9.1M | 40.2K | — | — |
| Q1 2026 | $7.3M | 36.7K | — | — |
| Q4 2025 | $6.6M | 35.5K | — | — |
| Q3 2025 | $5.9M | 33.1K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B