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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's WELL Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Welltower (WELL) stake by 1.9% in Q2 2026, selling an estimated $5.07K and leaving 1,244 shares worth $282K. 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 5 quarters since. 605 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 1,244 shares of Welltower worth $282K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 24 Welltower shares in Q2 2026, an estimated $5.07K.
Welltower made up 0.04% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #131 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
605 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.