Creative Financial Designs’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116K | Buy |
589
+6
| +1% | +$1.19K | 0.01% | 646 |
|
|
2025
Q4 | $108K | Hold |
583
| – | – | 0.01% | 643 |
|
|
2025
Q3 | $104K | Sell |
583
-16
| -3% | -$2.63K | 0.01% | 639 |
|
|
2025
Q2 | $92K | Buy |
599
+16
| +3% | +$2.39K | 0.01% | 686 |
|
|
2025
Q1 | $89.3K | Buy |
583
+44
| +8% | +$6.27K | 0.01% | 648 |
|
|
2024
Q4 | $67.9K | Sell |
539
-20
| -4% | -$2.63K | 0.01% | 700 |
|
|
2024
Q3 | $71.5K | Sell |
559
-33
| -6% | -$3.85K | 0.01% | 679 |
|
|
2024
Q2 | $61.7K | Hold |
592
| – | – | 0.01% | 704 |
|
|
2024
Q1 | $55.3K | Sell |
592
-842
| -59% | -$76.2K | 0.01% | 706 |
|
|
2023
Q4 | $129K | Buy |
1,434
+210
| +17% | +$18.2K | 0.01% | 486 |
|
|
2023
Q3 | $100K | Hold |
1,224
| – | – | 0.01% | 490 |
|
|
2023
Q2 | $99K | Buy |
1,224
+81
| +7% | +$6.24K | 0.01% | 492 |
|
|
2023
Q1 | $81.9K | Sell |
1,143
-92
| -7% | -$6.67K | 0.01% | 494 |
|
|
2022
Q4 | $81K | Hold |
1,235
| – | – | 0.01% | 484 |
|
|
2022
Q3 | $79K | Buy |
1,235
+1
| +0.1% | +$78 | 0.01% | 482 |
|
|
2022
Q2 | $102K | Sell |
1,234
-37
| -3% | -$3.29K | 0.02% | 437 |
|
|
2022
Q1 | $122K | Hold |
1,271
| – | – | 0.02% | 398 |
|
|
2021
Q4 | $109K | Buy |
1,271
+572
| +82% | +$47.7K | 0.02% | 426 |
|
|
2021
Q3 | $58K | Hold |
699
| – | – | 0.01% | 578 |
|
|
2021
Q2 | $58K | Hold |
699
| – | – | 0.01% | 567 |
|
|
2021
Q1 | $50K | Hold |
699
| – | – | 0.01% | 567 |
|
|
2020
Q4 | $45K | Buy |
699
+300
| +75% | +$18.2K | 0.01% | 536 |
|
|
2020
Q3 | $22K | Hold |
399
| – | – | 0.01% | 640 |
|
|
2020
Q2 | $21K | Sell |
399
-3,828
| -91% | -$188K | 0.01% | 597 |
|
|
2020
Q1 | $194K | Buy |
4,227
+368
| +10% | +$27.2K | 0.1% | 126 |
|
|
2019
Q4 | $309K | Buy |
3,859
+43
| +1% | +$3.68K | 0.14% | 118 |
|
|
2019
Q3 | $343K | Buy |
3,816
+518
| +16% | +$45.1K | 0.18% | 100 |
|
|
2019
Q2 | $281K | Buy |
3,298
+1,058
| +47% | +$83.2K | 0.15% | 112 |
|
|
2019
Q1 | $174K | Buy |
2,240
+1,951
| +675% | +$146K | 0.1% | 128 |
|
|
2018
Q4 | $20K | Hold |
289
| – | – | 0.01% | 278 |
|
|
2018
Q3 | $19K | Hold |
289
| – | – | 0.01% | 348 |
|
|
2018
Q2 | $18K | Hold |
289
| – | – | 0.01% | 381 |
|
|
2018
Q1 | $16K | Sell |
289
-1,938
| -87% | -$109K | 0.01% | 362 |
|
|
2017
Q4 | $142K | Sell |
2,227
-1,208
| -35% | -$81.1K | 0.1% | 140 |
|
|
2017
Q3 | $241K | Sell |
3,435
-16
| -0.5% | -$1.16K | 0.14% | 123 |
|
|
2017
Q2 | $258K | Sell |
3,451
-269
| -7% | -$19.7K | 0.17% | 117 |
|
|
2017
Q1 | $263K | Buy |
3,720
+562
| +18% | +$37.9K | 0.19% | 116 |
|
|
2016
Q4 | $211K | Buy |
+3,158
| New | +$209K | 0.17% | 116 |
|
Other funds holding WELL
VCM
VPM
Creative Financial Designs's WELL Position: Q1 2026 in Review
Creative Financial Designs increased its Welltower (WELL) stake by 1% in Q1 2026, buying an estimated $1.19K and bringing the position to 589 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #646.
Creative Financial Designs first reported a position in WELL in Q4 2016 and has held it in 38 quarters since. The position peaked at $343K in Q3 2019. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Creative Financial Designs held 589 shares of Welltower worth $116K as of Q1 2026.
- Creative Financial Designs bought 6 Welltower shares in Q1 2026, an estimated $1.19K.
- Welltower made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #646 holding.
- Creative Financial Designs first reported a position in Welltower in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's Welltower position peaked at $343K in Q3 2019.
- 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.