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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Associates's WELL Position: Q1 2026 in Review

Pinnacle Associates reduced its Welltower (WELL) stake by 1.3% in Q1 2026, selling an estimated $137K and leaving 50,948 shares worth $10.1M. The position accounts for 0.13% of the portfolio, ranked #169.

Pinnacle Associates first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Pinnacle Associates held 50,948 shares of Welltower worth $10.1M as of Q1 2026.
  • Pinnacle Associates sold 695 Welltower shares in Q1 2026, an estimated $137K.
  • Welltower made up 0.13% of Pinnacle Associates's portfolio in Q1 2026, its #169 holding.
  • Pinnacle Associates first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.