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Creative Planning WELL Position History
Welltower Inc. • Real Estate
Quarters held
10
Latest value
$57.6M
Q3 2026
Peak value
$57.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35.3M |
| Q3 2025 | $541K |
| Q4 2025 | $38.7M |
| Q4 2025 | $595K |
| Q1 2026 | $681K |
| Q1 2026 | $42.8M |
| Q2 2026 | $779K |
| Q2 2026 | $51.7M |
| Q3 2026 | $807K |
| Q3 2026 | $57.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $57.6M | 250.2K | — | — |
| Q3 2026 | $807K | 3.5K | — | — |
| Q2 2026 | $51.7M | 227.8K | — | — |
| Q2 2026 | $779K | 3.4K | — | — |
| Q1 2026 | $42.8M | 216.6K | — | — |
| Q1 2026 | $681K | 3.4K | — | — |
| Q4 2025 | $595K | 3.2K | — | — |
| Q4 2025 | $38.7M | 208.4K | — | — |
| Q3 2025 | $541K | 3.0K | — | — |
| Q3 2025 | $35.3M | 197.9K | — | — |
Other funds holding WELL
$15.8B
$14.8B
$13.7B
$12.7B
$9.6B
$9.6B
$8.2B
$7.8B