IAG Wealth Partners, LLC

Position in WELL — Welltower Inc.

CIK 1827261 Waukesha, WI

Position in WELL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$68,091

+$8,778 QoQ

Shares Held

300

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,390

of 1,581 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $91,786 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	300	$68,091
2	MPT	Medical Properties Trust Inc	4,360	$20,143
3	SILA	Sila Realty Trust, Inc.	117	$3,552

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,091	300	0.0%	Shares	Sole	2026-08-06
2026-03-31	$59,313	300	0.0%	Shares	Sole	2026-04-29
2025-12-31	$55,683	300	0.0%	Shares	Sole	2026-02-10
2025-09-30	$53,442	300	0.0%	Shares	Sole	2025-11-12
2025-06-30	$46,119	300	0.0%	Shares	Sole	2025-08-13
2025-03-31	$45,963	300	0.0%	Shares	Sole	2025-04-16
2024-12-31	$37,809	300	0.0%	Shares	Sole	2025-02-10
2024-09-30	$38,409	300	0.0%	Shares	Sole	2024-10-29
2024-06-30	$31,275	300	-57.1%	Shares	Sole	2024-07-16
2024-03-31	$65,408	700	0.0%	Shares	Sole	2024-04-24
2023-12-31	$63,119	700	0.0%	Shares	Sole	2024-02-02
2023-09-30	$57,344	700	0.0%	Shares	Sole	2023-10-24
2023-06-30	$56,623	700	0.0%	Shares	Sole	2023-08-10
2023-03-31	$50,183	700	0.0%	Shares	Sole	2023-04-25
2022-12-31	$45,885	700	0.0%	Shares	Sole	2023-02-08
2022-09-30	$45,024	700	0.0%	Shares	Sole	2022-10-26
2022-06-30	$57,645	700	0.0%	Shares	Sole	2022-08-03
2022-03-31	$67,298	700	0.0%	Shares	Sole	2022-05-04
2021-12-31	$60,039	700	0.0%	Shares	Sole	2022-02-14
2021-09-30	$57,680	700	0.0%	Shares	Sole	2021-11-04
2021-06-30	$58,170	700	+4.0%	Shares	Sole	2021-08-04
2021-03-31	$48,206	673	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.