Pinnacle Wealth Management Advisory Group, LLC
Position in WELL — Welltower Inc.
CIK 1631864
RED BANK, NJ
Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,916,200
+$750,631 QoQ
Shares Held
26,066
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#418
of 1,580 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $6,398,295 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
26,066 | $5,916,200 | |
| 2 | VTR |
Ventas, Inc.
|
5,429 | $482,095 |
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,916,200 | 26,066 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,165,569 | 26,127 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,896,391 | 26,380 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,782,346 | 26,846 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,161,009 | 27,067 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,334,157 | 28,289 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,539,174 | 28,082 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,714,150 | 29,010 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,038,991 | 29,151 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,746,388 | 29,392 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,637,923 | 29,255 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,360,279 | 28,812 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,312,968 | 28,594 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,984,450 | 27,681 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,754,118 | 26,760 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,014,373 | 31,318 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,481,781 | 30,137 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,595,299 | 26,995 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,183,018 | 25,452 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||