Welltower Inc Com reit shares owned by Creative Planning
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 165k | 128.01 |
| 2024-06-30 | $17M | 161k | 104.33 |
| 2024-03-31 | $14M | 154k | 93.44 |
| 2023-12-31 | $14M | 153k | 90.17 |
| 2023-09-30 | $4.4M | 53k | 81.92 |
| 2023-06-30 | $3.6M | 44k | 80.89 |
| 2023-03-31 | $3.1M | 43k | 71.69 |
| 2022-12-31 | $2.7M | 41k | 65.55 |
| 2022-09-30 | $2.5M | 39k | 64.33 |
| 2022-06-30 | $2.3M | 28k | 82.35 |
| 2022-03-31 | $2.6M | 27k | 96.13 |
| 2021-12-31 | $2.3M | 26k | 85.77 |
| 2021-09-30 | $2.2M | 27k | 82.41 |
| 2021-06-30 | $2.0M | 25k | 83.12 |
| 2021-03-31 | $2.2M | 31k | 71.62 |
| 2020-12-31 | $2.3M | 35k | 64.61 |
| 2020-09-30 | $2.0M | 36k | 55.10 |
| 2020-06-30 | $1.8M | 35k | 51.74 |
| 2020-03-31 | $1.7M | 37k | 45.77 |
| 2019-12-31 | $3.2M | 39k | 81.77 |
| 2019-09-30 | $3.3M | 37k | 90.64 |
| 2019-06-30 | $3.0M | 36k | 81.53 |
| 2019-03-31 | $2.4M | 31k | 77.60 |
| 2018-12-31 | $2.0M | 29k | 69.43 |
| 2018-09-30 | $1.7M | 27k | 64.32 |
| 2018-06-30 | $1.7M | 28k | 62.69 |
| 2018-03-31 | $2.4M | 44k | 54.42 |
| 2017-12-31 | $2.8M | 44k | 63.76 |
| 2017-09-30 | $2.0M | 28k | 70.28 |
| 2017-06-30 | $1.9M | 25k | 74.83 |
| 2017-03-31 | $1.7M | 24k | 70.82 |
| 2016-12-31 | $1.8M | 28k | 66.97 |
| 2016-09-30 | $1.6M | 22k | 74.79 |
| 2016-06-30 | $1.5M | 19k | 76.15 |
| 2016-03-31 | $1.2M | 18k | 69.33 |
| 2015-12-31 | $1.3M | 19k | 68.05 |
| 2015-09-30 | $1.3M | 19k | 67.71 |