Back to WELL
Vert Asset Management LLC → WELL
Vert Asset Management LLC WELL Position History
Welltower Inc. • Real Estate
Quarters held
5
Latest value
$24.8M
Q3 2026
Peak value
$27.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.5M |
| Q4 2025 | $21.6M |
| Q1 2026 | $22.7M |
| Q2 2026 | $27.8M |
| Q3 2026 | $24.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.8M | 107.7K | — | — |
| Q2 2026 | $27.8M | 122.4K | — | — |
| Q1 2026 | $22.7M | 114.6K | — | — |
| Q4 2025 | $21.6M | 116.2K | — | — |
| Q3 2025 | $24.5M | 137.8K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B