Allen Mooney & Barnes Investment Advisors LLC
Position in WELL — Welltower Inc.
CIK 2001461
Thomasville, GA
Position in WELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$282,350
+$31,654 QoQ
Shares Held
1,244
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,124
of 1,580 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $282,350 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
|
1,244 | $282,350 |
All Filings in WELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,350 | 1,244 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $250,696 | 1,268 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $238,137 | 1,283 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $230,513 | 1,294 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $202,696 | 1,323 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||