Creative Planning
WELL.PRI

Creative Planning’s Welltower Inc. WELL.PRI Stock Holding History

Creative Planning’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-148
Closed -$10K – 4325
2017
Q2 		$10K Hold
148
– – ﹤0.01% 3658
2017
Q1 		$9K Buy
+148
New +$9.03K ﹤0.01% 3686
2016
Q4 		– Sell
-35
Closed -$2K – 4984
2016
Q3 		$2K Hold
35
– – ﹤0.01% 4303
2016
Q2 		$2K Sell
35
-9,057
-100% -$578K ﹤0.01% 4094
2016
Q1 		$565K Buy
9,092
+313
+4% +$18.4K ﹤0.01% 705
2015
Q4 		$534K Buy
8,779
+60
+0.7% +$3.59K ﹤0.01% 729
2015
Q3 		$530K Buy
+8,719
New +$532K ﹤0.01% 719

Other funds holding WELL.PRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Creative Planning's WELL.PRI Position: Q3 2017 in Review

Creative Planning sold out of Welltower Inc. (WELL.PRI) in Q3 2017, closing a stake of 148 shares — an estimated $10K sold.

Creative Planning first reported a position in WELL.PRI in Q3 2015 and held it in 7 quarters. The position peaked at $565K in Q1 2016. 69 funds tracked by Wall St. Rank hold WELL.PRI as of Q3 2017.

  • Creative Planning reported no remaining Welltower Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 148 Welltower Inc. shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in Welltower Inc. in Q3 2015 and held it in 7 quarters.
  • Creative Planning's Welltower Inc. position peaked at $565K in Q1 2016.
  • 69 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.