Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,802
+$6,267 QoQ
Shares Held
52
+85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,500
of 1,581 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IMG Wealth Management, Inc. holds $14,654 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (80.5% of the industry book) .
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,802 | 52 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,535 | 28 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,939 | 32 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,453 | 25 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,843 | 25 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||