Position in WELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$124,833
+$35,864 QoQ
Shares Held
550
+22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,337
of 1,577 holders
Holding Since
Mar 2020
26 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 Bancorp, Inc. holds $133,651 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (93.4% of the industry book) .
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,833 | 550 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $88,969 | 450 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $83,524 | 450 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $80,163 | 450 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $69,178 | 450 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $68,944 | 450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $56,713 | 450 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $57,613 | 450 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $46,912 | 450 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $42,048 | 450 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $40,576 | 450 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $36,864 | 450 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $36,400 | 450 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $32,260 | 450 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $29,497 | 450 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $28,944 | 450 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $37,057 | 450 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $43,263 | 450 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $38,596 | 450 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $37,080 | 450 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $37,395 | 450 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $32,233 | 450 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $29,079 | 450 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $30,024 | 545 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $28,203 | 545 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $24,950 | 545 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||