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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allen Capital Group's WELL Position: Q1 2026 in Review

Allen Capital Group increased its Welltower (WELL) stake by 8% in Q1 2026, buying an estimated $19.2K and bringing the position to 1,317 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #240.

Allen Capital Group first reported a position in WELL in Q4 2017 and has held it in 12 quarters since. The position peaked at $311K in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Allen Capital Group held 1,317 shares of Welltower worth $260K as of Q1 2026.
Allen Capital Group bought 97 Welltower shares in Q1 2026, an estimated $19.2K.
Welltower made up 0.02% of Allen Capital Group's portfolio in Q1 2026, its #240 holding.
Allen Capital Group first reported a position in Welltower in Q4 2017 and has held it in 12 quarters since.
Allen Capital Group's Welltower position peaked at $311K in Q3 2019.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.