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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IMG Wealth Management's WELL Position: Q2 2026 in Review

IMG Wealth Management increased its Welltower (WELL) stake by 86% in Q2 2026, buying an estimated $5.07K and bringing the position to 52 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #297.

IMG Wealth Management first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • IMG Wealth Management held 52 shares of Welltower worth $11.8K as of Q2 2026.
  • IMG Wealth Management bought 24 Welltower shares in Q2 2026, an estimated $5.07K.
  • Welltower made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #297 holding.
  • IMG Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.