Bruce G. Allen Investments, LLC

Position in WELL — Welltower Inc.

CIK 2005409 DENVER, CO

Position in WELL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$83,524

+$10,174 QoQ

Shares Held

368

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,366

of 1,577 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $297,915 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	7,163	$153,288
2	WELL	Welltower Inc. This page	368	$83,524
3	VTR	Ventas, Inc.	659	$58,519
4	MPT	Medical Properties Trust Inc	494	$2,282
5	HR	Healthcare Realty Trust Inc	15	$302

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,524	368	-0.8%	Shares	Sole	2026-07-31
2026-03-31	$73,350	371	-19.5%	Shares	Sole	2026-05-08
2025-12-31	$85,566	461	-36.1%	Shares	Sole	2026-02-10
2025-09-30	$128,617	722	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$111,300	724	-1.6%	Shares	Sole	2025-07-09
2025-03-31	$112,762	736	0.0%	Shares	Sole	2025-04-14
2024-12-31	$92,758	736	-1.2%	Shares	Sole	2025-01-10
2024-09-30	$95,382	745	-2.6%	Shares	Sole	2024-10-08
2024-06-30	$79,751	765	+123.0%	Shares	Sole	2024-07-12
2024-03-31	$32,049	343	+21.6%	Shares	Sole	2024-04-10
2023-12-31	$25,427	282	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.