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IMG Wealth Management »

Welltower Inc Com reit shares owned by IMG Wealth Management

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by IMG Wealth Management from 13F filings

Historical chart of IMG Wealth Management investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by IMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by IMG Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.5k	25	178.16
2025-06-30	$3.8k	25	153.72

More positions owned by IMG Wealth Management

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Capital Group Dividend Value Shs Creation Uni (CGDV)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Capital Group Growth Etf Shs Creation Uni (CGGR)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

First Tr Exchange Traded Dj Glbl Divid (FGD)

First Tr Exchange-traded First Tr Enh New (FTSM)

Innovator Etfs Trust Us Eqty Ultra B (UOCT)

Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Wellington Management Company

Geode Capital Management

Principal Financial Group

Charles Schwab Investment Management

Jpmorgan Chase & Co

Dimensional Fund Advisors

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit

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