Position in WELL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$43,510,830
+$4,235,198 QoQ
Shares Held
220,074
+4.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.7488356242190163.ToString("F0")%
Shared 0.ToString("F0")%
None 99.25116437578099.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Creative Planning holds $89,458,934 across 15 REIT - Healthcare Facilities names. WELL ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
220,074 | $43,510,830 | |
| 2 | VTR |
Ventas, Inc.
|
150,378 | $12,297,912 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
175,381 | $7,685,195 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
408,305 | $6,708,451 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
320,819 | $5,450,714 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
101,154 | $3,707,294 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
43,738 | $2,062,684 | |
| 8 | MPT |
Medical Properties Trust Inc
|
361,660 | $1,674,485 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||