Back to WELL
WESPAC Advisors SoCal, LLC → WELL
WESPAC Advisors SoCal, LLC WELL Position History
Welltower Inc. • Real Estate
Quarters held
5
Latest value
$12.7M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.4M |
| Q4 2025 | $9.9M |
| Q1 2026 | $10.7M |
| Q2 2026 | $12.5M |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 55.0K | — | — |
| Q2 2026 | $12.5M | 55.0K | — | — |
| Q1 2026 | $10.7M | 53.9K | — | — |
| Q4 2025 | $9.9M | 53.1K | — | — |
| Q3 2025 | $9.4M | 53.0K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B