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Pinnacle Associates’s Welltower WELL Stock Holding History

Pinnacle Associates’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 		$11.6M Buy
51,177
+229
+0.4% +$48.4K 0.13% 164
2026
Q1 		$10.1M Sell
50,948
-695
-1% -$137K 0.13% 169
2025
Q4 		$9.59M Sell
51,643
-954
-2% -$178K 0.12% 174
2025
Q3 		$9.37M Sell
52,597
-788
-1% -$130K 0.12% 173
2025
Q2 		$8.21M Sell
53,385
-2,092
-4% -$313K 0.12% 176
2025
Q1 		$8.5M Sell
55,477
-735
-1% -$105K 0.12% 176
2024
Q4 		$7.08M Sell
56,212
-5,378
-9% -$706K 0.1% 197
2024
Q3 		$5.55M Buy
61,590
+1,344
+2% +$157K 0.09% 224
2024
Q2 		$6.28M Sell
60,246
-743
-1% -$72.8K 0.1% 213
2024
Q1 		$5.7M Sell
60,989
-601
-1% -$54.4K 0.09% 231
2023
Q4 		$5.55M Buy
61,590
+767
+1% +$66.5K 0.09% 227
2023
Q3 		$4.98M Sell
60,823
-348
-0.6% -$28.6K 0.09% 225
2023
Q2 		$4.95M Sell
61,171
-2,917
-5% -$225K 0.09% 235
2023
Q1 		$4.59M Sell
64,088
-3,741
-6% -$271K 0.09% 214
2022
Q4 		$4.45M Sell
67,829
-10,548
-13% -$678K 0.1% 212
2022
Q3 		$5.04M Sell
78,377
-5,257
-6% -$411K 0.12% 197
2022
Q2 		$6.89M Buy
83,634
+3,540
+4% +$315K 0.15% 164
2022
Q1 		$7.7M Buy
80,094
+677
+0.9% +$58.8K 0.14% 173
2021
Q4 		$6.81M Buy
+79,417
New +$6.62M 0.12% 193

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

Pinnacle Associates's WELL Position: Q2 2026 in Review

Pinnacle Associates increased its Welltower (WELL) stake by 0.45% in Q2 2026, buying an estimated $48.4K and bringing the position to 51,177 shares worth $11.6M. The position accounts for 0.13% of the portfolio, ranked #164.

Pinnacle Associates first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pinnacle Associates held 51,177 shares of Welltower worth $11.6M as of Q2 2026.
  • Pinnacle Associates bought 229 Welltower shares in Q2 2026, an estimated $48.4K.
  • Welltower made up 0.13% of Pinnacle Associates's portfolio in Q2 2026, its #164 holding.
  • Pinnacle Associates first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.