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Pinnacle Financial Partners (Georgia)’s Welltower WELL Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$2.13M Buy
9,397
+1,370
+17% +$290K 0.01% 481
2026
Q1 		$1.59M Buy
8,027
+188
+2% +$37.2K 0.01% 497
2025
Q4 		$1.46M Buy
+7,839
New +$1.46M 0.01% 526

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 $3.37T AUM 44.26% 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 Financial Partners (Georgia)'s WELL Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Welltower (WELL) stake by 17% in Q2 2026, buying an estimated $290K and bringing the position to 9,397 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #481.

Pinnacle Financial Partners (Georgia) first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 9,397 shares of Welltower worth $2.13M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 1,370 Welltower shares in Q2 2026, an estimated $290K.
  • Welltower made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #481 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.