Pinnacle Bancorp’s Welltower WELL Stock Holding History

Pinnacle Bancorp’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	$125K	Buy	550 +100	+22%	+$21.1K	0.03%	309
2026 Q1	$89K	Hold	450	–	–	0.03%	350
2025 Q4	$83.5K	Hold	450	–	–	0.02%	351
2025 Q3	$80.2K	Hold	450	–	–	0.02%	359
2025 Q2	$69.2K	Hold	450	–	–	0.02%	374
2025 Q1	$68.9K	Hold	450	–	–	0.02%	366
2024 Q4	$56.7K	Hold	450	–	–	0.02%	398
2024 Q3	$57.6K	Hold	450	–	–	0.02%	391
2024 Q2	$46.9K	Hold	450	–	–	0.01%	414
2024 Q1	$42K	Hold	450	–	–	0.01%	437
2023 Q4	$40.6K	Hold	450	–	–	0.01%	413
2023 Q3	$36.9K	Hold	450	–	–	0.01%	420
2023 Q2	$36.4K	Hold	450	–	–	0.01%	418
2023 Q1	$32.3K	Hold	450	–	–	0.01%	427
2022 Q4	$29K	Hold	450	–	–	0.01%	422
2022 Q3	$29K	Hold	450	–	–	0.01%	403
2022 Q2	$37K	Hold	450	–	–	0.02%	370
2022 Q1	$43K	Hold	450	–	–	0.01%	368
2021 Q4	$39K	Hold	450	–	–	0.01%	387
2021 Q3	$37K	Hold	450	–	–	0.01%	388
2021 Q2	$37K	Hold	450	–	–	0.02%	402
2021 Q1	$32K	Hold	450	–	–	0.02%	407
2020 Q4	$29K	Sell	450 -95	-17%	-$5.77K	0.02%	411
2020 Q3	$30K	Hold	545	–	–	0.02%	388
2020 Q2	$28K	Hold	545	–	–	0.02%	376
2020 Q1	$25K	Hold	545	–	–	0.02%	364
2019 Q4	$45K	Hold	545	–	–	0.03%	320
2019 Q3	$49K	Hold	545	–	–	0.03%	306
2019 Q2	$44K	Sell	545 -195	-26%	-$15.3K	0.02%	328
2019 Q1	$57K	Sell	740 -30	-4%	-$2.25K	0.03%	279
2018 Q4	$53K	Buy	+770	New	+$52.4K	0.03%	276
2017 Q1	$67K	Buy	+948	New	+$64K	0.05%	240

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinnacle Bancorp's WELL Position: Q2 2026 in Review

Pinnacle Bancorp increased its Welltower (WELL) stake by 22% in Q2 2026, buying an estimated $21.1K and bringing the position to 550 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #309.

Pinnacle Bancorp first reported a position in WELL in Q1 2017 and has held it in 32 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Pinnacle Bancorp held 550 shares of Welltower worth $125K as of Q2 2026.
Pinnacle Bancorp bought 100 Welltower shares in Q2 2026, an estimated $21.1K.
Welltower made up 0.03% of Pinnacle Bancorp's portfolio in Q2 2026, its #309 holding.
Pinnacle Bancorp first reported a position in Welltower in Q1 2017 and has held it in 32 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.