Back to WELL
Summit Place Financial Advisors, LLC → WELL
Summit Place Financial Advisors, LLC WELL Position History
Welltower Inc. • Real Estate
Quarters held
4
Latest value
$3.6M
Q3 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.9M |
| Q1 2026 | $3.8M |
| Q2 2026 | $4M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 15.6K | — | — |
| Q2 2026 | $4M | 17.7K | — | — |
| Q1 2026 | $3.8M | 19.1K | — | — |
| Q4 2025 | $3.9M | 21.1K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B