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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WELL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WELL Position History
Welltower Inc. • Real Estate
Quarters held
5
Latest value
$39.8M
Q3 2026
Peak value
$55.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.9M |
| Q4 2025 | $36.2M |
| Q1 2026 | $55.2M |
| Q2 2026 | $37.5M |
| Q3 2026 | $39.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.8M | 178.6K | — | — |
| Q2 2026 | $37.5M | 161.9K | — | — |
| Q1 2026 | $55.2M | 275.1K | — | — |
| Q4 2025 | $36.2M | 195.1K | — | — |
| Q3 2025 | $25.9M | 149.8K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B