Allen Mooney & Barnes Investment Advisors’s Welltower WELL Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$289K	Buy	1,256 +12	+1%	+$2.84K	0.04%	131
2026 Q2	$282K	Sell	1,244 -24	-2%	-$5.07K	0.04%	131
2026 Q1	$251K	Sell	1,268 -15	-1%	-$2.96K	0.04%	141
2025 Q4	$238K	Sell	1,283 -11	-0.9%	-$2.06K	0.04%	143
2025 Q3	$230K	Buy	+1,294	New	+$213K	0.04%	141
2025 Q2	–	Sell	-1,323	Closed	-$203K	–	159
2025 Q1	$203K	Buy	+1,323	New	+$189K	0.03%	148

Other funds holding WELL

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's WELL Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Welltower (WELL) stake by 0.96% in Q3 2026, buying an estimated $2.84K and bringing the position to 1,256 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #131.

Allen Mooney & Barnes Investment Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Allen Mooney & Barnes Investment Advisors held 1,256 shares of Welltower worth $289K as of Q3 2026.
Allen Mooney & Barnes Investment Advisors bought 12 Welltower shares in Q3 2026, an estimated $2.84K.
Welltower made up 0.04% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #131 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.