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Pinnacle Wealth Management Advisory Group’s Welltower WELL Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$5.92M Sell
26,066
-61
-0.2% -$12.9K 0.35% 64
2026
Q1 		$5.17M Sell
26,127
-253
-1% -$50K 0.35% 64
2025
Q4 		$4.9M Sell
26,380
-466
-2% -$87K 0.34% 65
2025
Q3 		$4.78M Sell
26,846
-221
-0.8% -$36.3K 0.36% 61
2025
Q2 		$4.16M Sell
27,067
-1,222
-4% -$183K 0.35% 63
2025
Q1 		$4.33M Buy
28,289
+207
+0.7% +$29.5K 0.4% 58
2024
Q4 		$3.54M Sell
28,082
-928
-3% -$122K 0.33% 67
2024
Q3 		$3.71M Sell
29,010
-141
-0.5% -$16.5K 0.35% 65
2024
Q2 		$3.04M Sell
29,151
-241
-0.8% -$23.6K 0.31% 72
2024
Q1 		$2.75M Buy
29,392
+137
+0.5% +$12.4K 0.29% 76
2023
Q4 		$2.64M Buy
29,255
+443
+2% +$38.4K 0.31% 75
2023
Q3 		$2.36M Buy
28,812
+218
+0.8% +$17.9K 0.31% 75
2023
Q2 		$2.31M Buy
28,594
+913
+3% +$70.3K 0.29% 78
2023
Q1 		$1.98M Buy
27,681
+921
+3% +$66.8K 0.27% 81
2022
Q4 		$1.75M Sell
26,760
-4,558
-15% -$293K 0.26% 77
2022
Q3 		$2.01M Buy
31,318
+1,181
+4% +$92.3K 0.33% 70
2022
Q2 		$2.48M Buy
30,137
+3,142
+12% +$280K 0.4% 65
2022
Q1 		$2.6M Buy
26,995
+1,543
+6% +$134K 0.37% 67
2021
Q4 		$2.18M Buy
+25,452
New +$2.12M 0.36% 67

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 Wealth Management Advisory Group's WELL Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Welltower (WELL) stake by 0.23% in Q2 2026, selling an estimated $12.9K and leaving 26,066 shares worth $5.92M. The position accounts for 0.35% of the portfolio, ranked #64.

Pinnacle Wealth Management Advisory Group first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 26,066 shares of Welltower worth $5.92M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 61 Welltower shares in Q2 2026, an estimated $12.9K.
  • Welltower made up 0.35% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.