IMA Advisory Services, Inc.

Position in WELL — Welltower Inc.

CIK 1455495 DENVER, CO

Position in WELL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$34,726

+$7,443 QoQ

Shares Held

153

+10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,440

of 1,581 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $78,245 across 3 REIT - Healthcare Facilities names. WELL ranks #2 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	826	$43,075
2	WELL	Welltower Inc. This page	153	$34,726
3	VTR	Ventas, Inc.	5	$444

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,726	153	+10.9%	Shares	Sole	2026-08-10
2026-03-31	$27,283	138	+2.2%	Shares	Sole	2026-05-06
2025-12-31	$25,057	135	+26.2%	Shares	Sole	2026-02-11
2025-09-30	$19,060	107	0.0%	Shares	Sole	2025-11-06
2025-06-30	$16,449	107	+3.9%	Shares	Sole	2025-08-08
2025-03-31	$15,780	103	0.0%	Shares	Sole	2025-05-06
2024-09-30	$13,187	103	-33.5%	Shares	Sole	2024-11-14
2023-09-30	$12,697	155	0.0%	Shares	Sole	2023-11-28
2023-06-30	$12,537	155	0.0%	Shares	Sole	2023-08-15
2023-03-31	$11,111	155	0.0%	Shares	Sole	2023-05-16
2022-12-31	$10,160	155	0.0%	Shares	Sole	2023-02-16
2022-09-30	$9,969	155	0.0%	Shares	Sole	2022-11-15
2022-06-30	$12,764	155	0.0%	Shares	Sole	2022-08-18
2022-03-31	$14,901	155	0.0%	Shares	Sole	2022-06-13
2021-12-31	$13,294	155	0.0%	Shares	Sole	2022-02-14
2021-09-30	$12,772	155	0.0%	Shares	Sole	2021-11-03
2021-06-30	$12,880	155	0.0%	Shares	Sole	2021-08-13
2021-03-31	$11,102	155	+50.5%	Shares	Sole	2021-05-13
2020-12-31	$6,655	103	0.0%	Shares	Sole	2021-02-08
2020-09-30	$5,674	103	0.0%	Shares	Sole	2020-11-16
2020-06-30	$5,330	103	0.0%	Shares	Sole	2020-08-13
2020-03-31	$4,715	103	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.