Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,202,319
+$465,816 QoQ
Shares Held
14,109
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#521
of 1,577 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CreativeOne Wealth, LLC holds $4,226,856 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (75.8% of the industry book) .
All Filings in WELL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,202,319 | 14,109 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,736,503 | 13,841 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,658,306 | 14,322 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,516,761 | 14,128 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,756,364 | 11,425 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,836,375 | 11,986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,653,009 | 13,116 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,246,628 | 9,737 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $956,389 | 9,174 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $571,946 | 6,121 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $486,196 | 5,392 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $239,124 | 2,919 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $258,119 | 3,191 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $217,005 | 3,027 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||