IAG Wealth Partners’s Welltower WELL Stock Holding History

IAG Wealth Partners’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	$59.3K	Hold	300	–	–	0.01%	198
2025 Q4	$55.7K	Hold	300	–	–	0.01%	200
2025 Q3	$53.4K	Hold	300	–	–	0.01%	206
2025 Q2	$46.1K	Hold	300	–	–	0.01%	203
2025 Q1	$46K	Hold	300	–	–	0.01%	203
2024 Q4	$37.8K	Hold	300	–	–	0.01%	215
2024 Q3	$38.4K	Hold	300	–	–	0.01%	215
2024 Q2	$31.3K	Sell	300 -400	-57%	-$39.2K	0.01%	219
2024 Q1	$65.4K	Hold	700	–	–	0.01%	144
2023 Q4	$63.1K	Hold	700	–	–	0.01%	139
2023 Q3	$57.3K	Hold	700	–	–	0.02%	141
2023 Q2	$56.6K	Hold	700	–	–	0.02%	153
2023 Q1	$50.2K	Hold	700	–	–	0.01%	145
2022 Q4	$45.9K	Hold	700	–	–	0.01%	145
2022 Q3	$45K	Hold	700	–	–	0.01%	134
2022 Q2	$58K	Hold	700	–	–	0.02%	117
2022 Q1	$67K	Hold	700	–	–	0.02%	115
2021 Q4	$60K	Hold	700	–	–	0.02%	122
2021 Q3	$58K	Hold	700	–	–	0.02%	117
2021 Q2	$59K	Buy	700 +27	+4%	+$2.07K	0.02%	111
2021 Q1	$49K	Buy	+673	New	+$45.2K	0.02%	116

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IAG Wealth Partners's WELL Position: Q1 2026 in Review

IAG Wealth Partners held its Welltower (WELL) position steady in Q1 2026 at 300 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #198.

IAG Wealth Partners first reported a position in WELL in Q1 2021 and has held it in 21 quarters since. The position peaked at $67K in Q1 2022. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

IAG Wealth Partners held 300 shares of Welltower worth $59.3K as of Q1 2026.
IAG Wealth Partners left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #198 holding.
IAG Wealth Partners first reported a position in Welltower in Q1 2021 and has held it in 21 quarters since.
IAG Wealth Partners's Welltower position peaked at $67K in Q1 2022.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.