Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WELL holding history

Welltower Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
231,196
Value
$52.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026231,196$52.5M<0.1%+11,122+5.1%AddedHolders
Q1 2026220,074$43.5M<0.1%+8,471+4.0%AddedHolders
Q4 2025211,603$39.3M<0.1%+10,640+5.3%AddedHolders
Q3 2025200,963$35.8M<0.1%+20,738+11.5%AddedHolders
Q2 2025180,225$27.7M<0.1%+2,043+1.1%AddedHolders
Q1 2025178,182$27.3M<0.1%+15,679+9.6%AddedHolders
Q4 2024162,503$20.5M<0.1%−2,574−1.6%ReducedHolders
Q3 2024165,077$21.1M<0.1%+3,682+2.3%AddedHolders
Q2 2024161,395$16.8M<0.1%+7,329+4.8%AddedHolders
Q1 2024154,066$14.4M<0.1%+1,098+0.7%AddedHolders
Q4 2023152,968$13.8M<0.1%+99,841+187.9%AddedHolders
Q3 202353,127$4.35M<0.1%+8,801+19.9%AddedHolders
Q2 202344,326$3.59M<0.1%+1,600+3.7%AddedHolders
Q1 202342,726$3.06M<0.1%+2,271+5.6%AddedHolders
Q4 202240,455$2.65M<0.1%+1,840+4.8%AddedHolders
Q3 202238,615$2.48M<0.1%+10,261+36.2%AddedHolders
Q2 202228,354$2.33M<0.1%+1,048+3.8%AddedHolders
Q1 202227,306$2.63M<0.1%+897+3.4%AddedHolders
Q4 202126,409$2.27M<0.1%−517−1.9%ReducedHolders
Q3 202126,926$2.22M<0.1%+2,418+9.9%AddedHolders
Q2 202124,508$2.04M<0.1%−6,825−21.8%ReducedHolders
Q1 202131,333$2.24M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.