Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,474,556
+$8,963,726 QoQ
Shares Held
231,196
+5.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#175
of 1,586 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
231,196 | $52,474,556 | |
| 2 | VTR |
Ventas, Inc.
|
142,720 | $12,673,535 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
531,278 | $11,369,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
228,169 | $10,879,097 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
441,781 | $8,910,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
111,138 | $4,484,418 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
44,386 | $2,314,729 | |
| 8 | DHC |
Diversified Healthcare Trust
|
242,193 | $2,252,394 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,474,556 | 231,196 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $43,510,830 | 220,074 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $39,275,632 | 211,603 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $35,799,548 | 200,963 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,705,989 | 180,225 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $27,299,263 | 178,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,480,252 | 162,503 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,134,807 | 165,077 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $16,825,421 | 161,395 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $14,395,926 | 154,066 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,793,123 | 152,968 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,352,162 | 53,127 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,585,529 | 44,326 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,063,026 | 42,726 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,651,825 | 40,455 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,483,716 | 38,615 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,334,951 | 28,354 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,625,198 | 27,306 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,265,099 | 26,409 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,218,702 | 26,926 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,036,614 | 24,508 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,244,382 | 31,333 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,262,346 | 35,010 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,974,590 | 35,843 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,828,327 | 35,330 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,701,322 | 37,163 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||