Analyst IMS Investment Management Services Ltd.
Position in WELL — Welltower Inc.
CIK 1634208
Tel-aviv, L3
Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$296,422
-$58,269 QoQ
Shares Held
1,306
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,111
of 1,581 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Analyst IMS Investment Management Services Ltd. holds $296,422 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,306 | $296,422 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,422 | 1,306 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $354,691 | 1,794 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $301,430 | 1,624 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $291,437 | 1,636 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $294,085 | 1,913 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $277,922 | 1,814 | Shares | Defined | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||