Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$313,445
+$53,061 QoQ
Shares Held
1,381
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,094
of 1,581 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Allen Capital Group, LLC holds $313,445 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,381 | $313,445 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,445 | 1,381 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $260,384 | 1,317 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $226,444 | 1,220 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $211,274 | 1,186 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||