IWM
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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IMG Wealth Management's WELL Position: Q1 2026 in Review

IMG Wealth Management reduced its Welltower (WELL) stake by 13% in Q1 2026, selling an estimated $790 and leaving 28 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

IMG Wealth Management first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.94K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • IMG Wealth Management held 28 shares of Welltower worth $5.54K as of Q1 2026.
  • IMG Wealth Management sold 4 Welltower shares in Q1 2026, an estimated $790.
  • Welltower made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #366 holding.
  • IMG Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Welltower position peaked at $5.94K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.