Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$133,685
+$17,234 QoQ
Shares Held
589
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#413
of 522 holders
Holding Since
Mar 2020
26 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 FINANCIAL DESIGNS INC /ADV holds $1,764,047 across 10 REIT - Healthcare Facilities names. WELL ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
22,471 | $682,219 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
13,976 | $299,086 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,540 | $288,911 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,317 | $205,834 | |
| 5 | WELL |
Welltower Inc.
This page
|
589 | $133,685 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
5,455 | $99,717 | |
| 7 | VTR |
Ventas, Inc.
|
554 | $49,195 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
72 | $3,157 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,685 | 589 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $116,451 | 589 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $108,210 | 583 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $103,855 | 583 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,084 | 599 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $89,321 | 583 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $67,930 | 539 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,568 | 559 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $61,716 | 592 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $55,316 | 592 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $129,303 | 1,434 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $100,270 | 1,224 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $99,009 | 1,224 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $81,941 | 1,143 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $80,954 | 1,235 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $79,435 | 1,235 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $101,619 | 1,234 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $122,193 | 1,271 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $109,013 | 1,271 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $57,597 | 699 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $58,086 | 699 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $50,069 | 699 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $45,169 | 699 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $21,980 | 399 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $20,648 | 399 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $193,512 | 4,227 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||