Pinnacle Wealth Management Group’s Welltower WELL Stock Holding History

Pinnacle Wealth Management 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	$745K	Hold	3,284	–	–	0.35%	52
2026 Q1	$649K	Buy	3,284 +8	+0.2%	+$1.58K	0.32%	57
2025 Q4	$608K	Sell	3,276 -42	-1%	-$7.84K	0.3%	59
2025 Q3	$591K	Hold	3,318	–	–	0.3%	57
2025 Q2	$510K	Hold	3,318	–	–	0.29%	61
2025 Q1	$508K	Hold	3,318	–	–	0.35%	53
2024 Q4	$418K	Hold	3,318	–	–	0.26%	68
2024 Q3	$425K	Hold	3,318	–	–	0.27%	70
2024 Q2	$346K	Hold	3,318	–	–	0.23%	72
2024 Q1	$310K	Buy	3,318 +151	+5%	+$13.7K	0.23%	80
2023 Q4	$286K	Hold	3,167	–	–	0.23%	78
2023 Q3	$259K	Hold	3,167	–	–	0.24%	79
2023 Q2	$256K	Hold	3,167	–	–	0.22%	84
2023 Q1	$227K	Sell	3,167 -616	-16%	-$44.7K	0.2%	93
2022 Q4	$248K	Sell	3,783 -640	-14%	-$41.1K	0.22%	90
2022 Q3	$284K	Hold	4,423	–	–	0.25%	81
2022 Q2	$364K	Hold	4,423	–	–	0.3%	77
2022 Q1	$425K	Sell	4,423 -825	-16%	-$71.7K	0.32%	73
2021 Q4	$450K	Sell	5,248 -1,917	-27%	-$160K	0.33%	71
2021 Q3	$590K	Buy	7,165 +200	+3%	+$17.2K	0.44%	54
2021 Q2	$579K	Buy	+6,965	New	+$533K	0.42%	60

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

Pinnacle Wealth Management Group held its Welltower (WELL) position steady in Q2 2026 at 3,284 shares worth $745K. The position accounts for 0.35% of the portfolio, ranked #52.

Pinnacle Wealth Management Group first reported a position in WELL in Q2 2021 and has held it in 21 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Pinnacle Wealth Management Group held 3,284 shares of Welltower worth $745K as of Q2 2026.
Pinnacle Wealth Management Group left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.35% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #52 holding.
Pinnacle Wealth Management Group first reported a position in Welltower in Q2 2021 and has held it in 21 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.