Creative Capital Management Investments LLC
Position in WELL — Welltower Inc.
CIK 1957363
SAN DIEGO, CA
Position in WELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,469
+$256,527 QoQ
Shares Held
1,152
+4508.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,158
of 1,580 holders
Holding Since
Sep 2025
4 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, 2026Creative Capital Management Investments LLC holds $265,963 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,152 | $261,469 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
210 | $4,494 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,469 | 1,152 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,942 | 25 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,640 | 25 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,453 | 25 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||