Bruce G. Allen Investments’s Welltower WELL Stock Holding History

Bruce G. Allen Investments’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	$73.3K	Sell	371 -90	-20%	-$17.8K	0.05%	201
2025 Q4	$85.6K	Sell	461 -261	-36%	-$48.7K	0.06%	185
2025 Q3	$129K	Sell	722 -2	-0.3%	-$329	0.09%	124
2025 Q2	$111K	Sell	724 -12	-2%	-$1.79K	0.08%	138
2025 Q1	$113K	Hold	736	–	–	0.09%	125
2024 Q4	$92.8K	Sell	736 -9	-1%	-$1.18K	0.08%	155
2024 Q3	$95.4K	Sell	745 -20	-3%	-$2.33K	0.07%	163
2024 Q2	$79.8K	Buy	765 +422	+123%	+$41.4K	0.07%	177
2024 Q1	$32K	Buy	343 +61	+22%	+$5.52K	0.03%	314
2023 Q4	$25.4K	Buy	+282	New	+$24.5K	0.02%	346

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

Bruce G. Allen Investments's WELL Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Welltower (WELL) stake by 20% in Q1 2026, selling an estimated $17.8K and leaving 371 shares worth $73.3K. The position accounts for 0.05% of the portfolio, ranked #201.

Bruce G. Allen Investments first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. The position peaked at $129K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Bruce G. Allen Investments held 371 shares of Welltower worth $73.3K as of Q1 2026.
Bruce G. Allen Investments sold 90 Welltower shares in Q1 2026, an estimated $17.8K.
Welltower made up 0.05% of Bruce G. Allen Investments's portfolio in Q1 2026, its #201 holding.
Bruce G. Allen Investments first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Welltower position peaked at $129K in Q3 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.