Allen Capital Group’s Welltower WELL Stock Holding History

Allen Capital Group’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$329K	Buy	1,429 +48	+3%	+$11.4K	0.03%	242
2026 Q2	$313K	Buy	1,381 +64	+5%	+$13.5K	0.03%	244
2026 Q1	$260K	Buy	1,317 +97	+8%	+$19.2K	0.02%	240
2025 Q4	$226K	Buy	1,220 +34	+3%	+$6.35K	0.02%	249
2025 Q3	$211K	Buy	+1,186	New	+$195K	0.02%	253
2020 Q1	–	Sell	-3,276	Closed	-$268K	–	143
2019 Q4	$268K	Sell	3,276 -130	-4%	-$11.1K	0.07%	120
2019 Q3	$311K	Hold	3,406	–	–	0.1%	108
2019 Q2	$278K	Sell	3,406 -490	-13%	-$38.5K	0.09%	107
2019 Q1	$302K	Sell	3,896 -290	-7%	-$21.8K	0.1%	101
2018 Q4	$306K	Hold	4,186	–	–	0.11%	99
2018 Q3	$269K	Hold	4,186	–	–	0.09%	106
2018 Q2	$262K	Sell	4,186 -310	-7%	-$17.3K	0.1%	105
2018 Q1	$245K	Buy	4,496 +554	+14%	+$31.3K	0.1%	105
2017 Q4	$251K	Buy	+3,942	New	+$265K	0.11%	101

Other funds holding WELL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Allen Capital Group's WELL Position: Q3 2026 in Review

Allen Capital Group increased its Welltower (WELL) stake by 3.5% in Q3 2026, buying an estimated $11.4K and bringing the position to 1,429 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #242.

Allen Capital Group first reported a position in WELL in Q4 2017 and has held it in 14 quarters since. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Allen Capital Group held 1,429 shares of Welltower worth $329K as of Q3 2026.
Allen Capital Group bought 48 Welltower shares in Q3 2026, an estimated $11.4K.
Welltower made up 0.03% of Allen Capital Group's portfolio in Q3 2026, its #242 holding.
Allen Capital Group first reported a position in Welltower in Q4 2017 and has held it in 14 quarters since.
1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.