Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,001,618
+$132,288 QoQ
Shares Held
4,413
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#748
of 1,581 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,562,390 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,413 | $1,001,618 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
2,798 | $133,408 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
5,469 | $117,036 | |
| 4 | VTR |
Ventas, Inc.
|
924 | $82,051 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
3,540 | $71,401 | |
| 6 | MPT |
Medical Properties Trust Inc
|
11,691 | $54,012 | |
| 7 | LTC |
Ltc Properties Inc
|
1,279 | $49,177 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
258 | $13,454 |
All Filings in WELL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,618 | 4,413 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $869,330 | 4,397 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $809,630 | 4,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $769,386 | 4,319 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $487,631 | 3,172 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $342,271 | 2,234 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $262,142 | 2,080 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $433,509 | 3,386 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $354,137 | 3,397 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $317,415 | 3,397 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $306,578 | 3,400 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $278,855 | 3,404 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $275,349 | 3,404 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $244,032 | 3,404 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $223,132 | 3,404 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $208,921 | 2,537 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $229,582 | 2,388 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $79,676 | 1,233 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||