IMG Wealth Management
WELL icon

IMG Wealth Management’s Welltower WELL Stock Holding History

IMG Wealth Management’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
Q3 		$19.6K Buy
85
+33
+63% +$7.8K 0.01% 254
2026
Q2 		$11.8K Buy
52
+24
+86% +$5.07K 0.01% 297
2026
Q1 		$5.54K Sell
28
-4
-13% -$790 ﹤0.01% 366
2025
Q4 		$5.94K Buy
32
+7
+28% +$1.31K ﹤0.01% 395
2025
Q3 		$4.45K Hold
25
– – ﹤0.01% 362
2025
Q2 		$3.84K Buy
+25
New +$3.74K ﹤0.01% 379

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

IMG Wealth Management's WELL Position: Q3 2026 in Review

IMG Wealth Management increased its Welltower (WELL) stake by 63% in Q3 2026, buying an estimated $7.8K and bringing the position to 85 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #254.

IMG Wealth Management first reported a position in WELL in Q2 2025 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • IMG Wealth Management held 85 shares of Welltower worth $19.6K as of Q3 2026.
  • IMG Wealth Management bought 33 Welltower shares in Q3 2026, an estimated $7.8K.
  • Welltower made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #254 holding.
  • IMG Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 6 quarters since.
  • 501 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.