HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in WELL — Welltower Inc.
CIK 2026645
NEW LONDON, NH
Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$32,002
+$3,928 QoQ
Shares Held
141
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,448
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $2,061,369 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (1.6% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,002 | 141 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $28,074 | 142 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,356 | 142 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $25,295 | 142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,837 | 77 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,797 | 77 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $630 | 5 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||