Historical shareholding details of ALPS/Smith Balanced Opportunity Fund holdings in Welltower Inc. (WELL)

Monthly changes of ALPS/Smith Balanced Opportunity Fund shareholding in Welltower Inc. over the previous months

Month Name Total no. shares held Percent Holding
Dec 31, 2025 Alps/Smith Balanced Opportunity Fund 825 0.00%
Sep 30, 2025 Alps/Smith Balanced Opportunity Fund 920 0.00%
Jun 30, 2025 Alps/Smith Balanced Opportunity Fund 920 0.00%
Mar 31, 2025 Alps/Smith Balanced Opportunity Fund 920 0.00%

View all ownership details of Welltower Inc.