HIMS
WELL icon

Hager Investment Management Services’s Welltower WELL Stock Holding History

Hager 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 		$32K Sell
141
-1
-0.7% -$211 0.01% 173
2026
Q1 		$28.1K Hold
142
– – 0.02% 174
2025
Q4 		$26.4K Hold
142
– – 0.01% 170
2025
Q3 		$25.3K Buy
142
+65
+84% +$10.7K 0.01% 175
2025
Q2 		$11.8K Hold
77
– – 0.01% 202
2025
Q1 		$11.8K Buy
77
+72
+1,440% +$10.3K 0.01% 210
2024
Q4 		$630 Buy
+5
New +$656 ﹤0.01% 270

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Hager Investment Management Services reduced its Welltower (WELL) stake by 0.7% in Q2 2026, selling an estimated $211 and leaving 141 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #173.

Hager Investment Management Services first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hager Investment Management Services held 141 shares of Welltower worth $32K as of Q2 2026.
  • Hager Investment Management Services sold 1 Welltower share in Q2 2026, an estimated $211.
  • Welltower made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #173 holding.
  • Hager Investment Management Services first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 330 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.