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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
Q2 		$1M Buy
4,413
+16
+0.4% +$3.38K 0.1% 118
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 $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 Planning Services's WELL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Welltower (WELL) stake by 0.36% in Q2 2026, buying an estimated $3.38K and bringing the position to 4,413 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #118.

Pinnacle Wealth Planning Services first reported a position in WELL in Q4 2020 and has held it in 18 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,413 shares of Welltower worth $1M as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 Welltower shares in Q2 2026, an estimated $3.38K.
  • Welltower made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #118 holding.
  • Pinnacle Wealth Planning Services first reported a position in Welltower in Q4 2020 and has held it in 18 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.