Creative Capital Management Investments’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$261K Buy
1,152
+1,127
+4,508% +$238K 0.06% 68
2026
Q1
$4.94K Hold
25
﹤0.01% 240
2025
Q4
$4.64K Hold
25
﹤0.01% 248
2025
Q3
$4.45K Buy
+25
New +$4.11K ﹤0.01% 226

Other funds holding WELL

Creative Capital Management Investments's WELL Position: Q2 2026 in Review

Creative Capital Management Investments increased its Welltower (WELL) stake by 4,508% in Q2 2026, buying an estimated $238K and bringing the position to 1,152 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #68.

Creative Capital Management Investments first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,301 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Creative Capital Management Investments held 1,152 shares of Welltower worth $261K as of Q2 2026.
  • Creative Capital Management Investments bought 1,127 Welltower shares in Q2 2026, an estimated $238K.
  • Welltower made up 0.06% of Creative Capital Management Investments's portfolio in Q2 2026, its #68 holding.
  • Creative Capital Management Investments first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.