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

Pinnacle Financial Partners (Tennessee)’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
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

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 (Tennessee)'s WELL Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Welltower (WELL) stake by 1.9% in Q3 2025, buying an estimated $4.11K and bringing the position to 1,327 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #435.

Pinnacle Financial Partners (Tennessee) first reported a position in WELL in Q2 2013 and has held it in 18 quarters since. The position peaked at $288K in Q1 2015. 1,336 funds tracked by Wall St. Rank hold WELL as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 1,327 shares of Welltower worth $236K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 25 Welltower shares in Q3 2025, an estimated $4.11K.
  • Welltower made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #435 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Welltower in Q2 2013 and has held it in 18 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Welltower position peaked at $288K in Q1 2015.
  • 1,336 funds tracked by Wall St. Rank held Welltower as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.