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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Buy	1,327 +25	+2%	+$4.11K	0.01%	435
2025 Q2	$200K	Sell	1,302 -194	-13%	-$29K	﹤0.01%	462
2025 Q1	$229K	Buy	+1,496	New	+$213K	﹤0.01%	425
2018 Q3	–	Sell	-160	Closed	-$10K	–	445
2018 Q2	$10K	Sell	160 -52	-25%	-$2.9K	﹤0.01%	378
2018 Q1	$12K	Buy	+212	New	+$12K	﹤0.01%	383
2016 Q4	–	Sell	-3,456	Closed	-$264K	–	283
2016 Q3	$264K	Hold	3,456	–	–	0.06%	221
2016 Q2	$264K	Sell	3,456 -173	-5%	-$12.3K	0.06%	216
2016 Q1	$252K	Sell	3,629 -140	-4%	-$9.03K	0.06%	210
2015 Q4	$257K	Buy	+3,769	New	+$246K	0.08%	210
2015 Q3	–	Sell	-3,629	Closed	-$239K	–	255
2015 Q2	$239K	Sell	3,629 -91	-2%	-$6.53K	0.08%	196
2015 Q1	$288K	Buy	3,720 +200	+6%	+$15.7K	0.1%	172
2014 Q4	$266K	Sell	3,520 -250	-7%	-$17.8K	0.09%	173
2014 Q3	$235K	Sell	3,770 -225	-6%	-$14.5K	0.09%	167
2014 Q2	$250K	Hold	3,995	–	–	0.1%	161
2014 Q1	$238K	Sell	3,995 -350	-8%	-$20K	0.11%	150
2013 Q4	$233K	Sell	4,345 -260	-6%	-$15.5K	0.11%	142
2013 Q3	$288K	Buy	4,605 +500	+12%	+$31.8K	0.14%	117
2013 Q2	$276K	Buy	+4,105	New	+$292K	0.14%	112