13F

Position

Creative Planning in Welltower Inc.

Back to the book · All holders of WELL

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $2.56M$185.61$197.71

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025211.6K$39.3M0.0%
Q1 2026220.1K$43.5M$197.71$2.56M$1.67M0.0%