AIIMS
WELL icon

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
Q2 		$296K Sell
1,306
-488
-27% -$103K 0.01% 139
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Analyst IMS Investment Management Services's WELL Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Welltower (WELL) stake by 27% in Q2 2026, selling an estimated $103K and leaving 1,306 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #139.

Analyst IMS Investment Management Services first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $355K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Analyst IMS Investment Management Services held 1,306 shares of Welltower worth $296K as of Q2 2026.
  • Analyst IMS Investment Management Services sold 488 Welltower shares in Q2 2026, an estimated $103K.
  • Welltower made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #139 holding.
  • Analyst IMS Investment Management Services first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • Analyst IMS Investment Management Services's Welltower position peaked at $355K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.