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Pinnacle Wealth Planning Services’s Welltower WELL Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$869K Buy
4,397
+35
+0.8% +$6.92K 0.09% 122
2025
Q4 		$810K Buy
4,362
+43
+1% +$8.03K 0.08% 127
2025
Q3 		$769K Buy
4,319
+1,147
+36% +$189K 0.09% 130
2025
Q2 		$488K Buy
3,172
+938
+42% +$140K 0.06% 199
2025
Q1 		$342K Buy
2,234
+154
+7% +$21.9K 0.05% 230
2024
Q4 		$262K Sell
2,080
-1,306
-39% -$171K 0.04% 287
2024
Q3 		$434K Sell
3,386
-11
-0.3% -$1.28K 0.06% 215
2024
Q2 		$354K Hold
3,397
– – 0.05% 246
2024
Q1 		$317K Sell
3,397
-3
-0.1% -$272 0.05% 284
2023
Q4 		$307K Sell
3,400
-4
-0.1% -$347 0.05% 266
2023
Q3 		$279K Hold
3,404
– – 0.05% 270
2023
Q2 		$275K Hold
3,404
– – 0.04% 284
2023
Q1 		$244K Hold
3,404
– – 0.04% 320
2022
Q4 		$223K Buy
+3,404
New +$219K 0.04% 335
2022
Q3 		– Sell
-2,537
Closed -$209K – 450
2022
Q2 		$209K Buy
2,537
+149
+6% +$13.3K 0.04% 337
2022
Q1 		$230K Buy
+2,388
New +$207K 0.04% 337
2021
Q1 		– Sell
-1,233
Closed -$80K – 1935
2020
Q4 		$80K Buy
+1,233
New +$74.8K 0.02% 573

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's WELL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Welltower (WELL) stake by 0.8% in Q1 2026, buying an estimated $6.92K and bringing the position to 4,397 shares worth $869K. The position accounts for 0.09% of the portfolio, ranked #122.

Pinnacle Wealth Planning Services first reported a position in WELL in Q4 2020 and has held it in 17 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,397 shares of Welltower worth $869K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 35 Welltower shares in Q1 2026, an estimated $6.92K.
  • Welltower made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #122 holding.
  • Pinnacle Wealth Planning Services first reported a position in Welltower in Q4 2020 and has held it in 17 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.