IMA Advisory Services’s Welltower WELL Stock Holding History

IMA Advisory 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	$27.3K	Buy	138 +3	+2%	+$593	﹤0.01%	286
2025 Q4	$25.1K	Buy	135 +28	+26%	+$5.23K	﹤0.01%	294
2025 Q3	$19.1K	Hold	107	–	–	﹤0.01%	295
2025 Q2	$16.4K	Buy	107 +4	+4%	+$598	﹤0.01%	293
2025 Q1	$15.8K	Buy	+103	New	+$14.7K	﹤0.01%	292
2024 Q4	–	Sell	-103	Closed	-$13.2K	–	285
2024 Q3	$13.2K	Buy	+103	New	+$12K	﹤0.01%	236
2023 Q4	–	Sell	-155	Closed	-$12.7K	–	266
2023 Q3	$12.7K	Hold	155	–	–	﹤0.01%	238
2023 Q2	$12.5K	Hold	155	–	–	﹤0.01%	242
2023 Q1	$11.1K	Hold	155	–	–	﹤0.01%	239
2022 Q4	$10.2K	Hold	155	–	–	﹤0.01%	258
2022 Q3	$10K	Hold	155	–	–	﹤0.01%	256
2022 Q2	$13K	Hold	155	–	–	﹤0.01%	252
2022 Q1	$15K	Hold	155	–	–	﹤0.01%	226
2021 Q4	$13K	Hold	155	–	–	﹤0.01%	239
2021 Q3	$13K	Hold	155	–	–	﹤0.01%	225
2021 Q2	$13K	Hold	155	–	–	﹤0.01%	223
2021 Q1	$11K	Buy	155 +52	+50%	+$3.49K	﹤0.01%	230
2020 Q4	$7K	Hold	103	–	–	﹤0.01%	239
2020 Q3	$6K	Hold	103	–	–	﹤0.01%	230
2020 Q2	$5K	Hold	103	–	–	﹤0.01%	226
2020 Q1	$5K	Hold	103	–	–	﹤0.01%	229
2019 Q4	$8K	Hold	103	–	–	﹤0.01%	227
2019 Q3	$9K	Hold	103	–	–	﹤0.01%	217
2019 Q2	$8K	Hold	103	–	–	﹤0.01%	213
2019 Q1	$8K	Hold	103	–	–	﹤0.01%	218
2018 Q4	$7K	Hold	103	–	–	﹤0.01%	235
2018 Q3	$7K	Sell	103 -114	-53%	-$7.36K	﹤0.01%	242
2018 Q2	$14K	Buy	+217	New	+$12.1K	0.01%	242

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

IMA Advisory Services's WELL Position: Q1 2026 in Review

IMA Advisory Services increased its Welltower (WELL) stake by 2.2% in Q1 2026, buying an estimated $593 and bringing the position to 138 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

IMA Advisory Services first reported a position in WELL in Q2 2018 and has held it in 28 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

IMA Advisory Services held 138 shares of Welltower worth $27.3K as of Q1 2026.
IMA Advisory Services bought 3 Welltower shares in Q1 2026, an estimated $593.
Welltower made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #286 holding.
IMA Advisory Services first reported a position in Welltower in Q2 2018 and has held it in 28 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.