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Analyst IMS Investment Management Services’s Welltower WELL Stock Holding History

Analyst IMS Investment Management Services’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Buy
1,794
+170
+10% +$33.6K 0.01% 125
2025
Q4 		$301K Sell
1,624
-12
-0.7% -$2.24K 0.01% 116
2025
Q3 		$291K Sell
1,636
-277
-14% -$45.5K 0.01% 115
2025
Q2 		$294K Buy
1,913
+99
+5% +$14.8K 0.01% 124
2025
Q1 		$278K Buy
+1,814
New +$258K 0.01% 126

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Analyst IMS Investment Management Services's WELL Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Welltower (WELL) stake by 10% in Q1 2026, buying an estimated $33.6K and bringing the position to 1,794 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #125.

Analyst IMS Investment Management Services first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Analyst IMS Investment Management Services held 1,794 shares of Welltower worth $355K as of Q1 2026.
  • Analyst IMS Investment Management Services bought 170 Welltower shares in Q1 2026, an estimated $33.6K.
  • Welltower made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #125 holding.
  • Analyst IMS Investment Management Services first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.