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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
Q2 		$83.5K Sell
368
-3
-0.8% -$634 0.05% 179
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bruce G. Allen Investments's WELL Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Welltower (WELL) stake by 0.81% in Q2 2026, selling an estimated $634 and leaving 368 shares worth $83.5K. The position accounts for 0.05% of the portfolio, ranked #179.

Bruce G. Allen Investments first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $129K in Q3 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bruce G. Allen Investments held 368 shares of Welltower worth $83.5K as of Q2 2026.
  • Bruce G. Allen Investments sold 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #179 holding.
  • Bruce G. Allen Investments first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Welltower position peaked at $129K in Q3 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.