Pinnacle Wealth Management Group, Inc.

Position in WELL — Welltower Inc.

CIK 1868491 PLYMOUTH, MI

Position in WELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$745,369

+$96,090 QoQ

Shares Held

3,284

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#817

of 1,580 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Pinnacle Wealth Management Group, Inc. holds $745,369 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	3,284	$745,369

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$745,369	3,284	0.0%	Shares	Sole	2026-07-15
2026-03-31	$649,279	3,284	+0.2%	Shares	Sole	2026-04-14
2025-12-31	$608,058	3,276	-1.3%	Shares	Sole	2026-01-23
2025-09-30	$591,068	3,318	0.0%	Shares	Sole	2025-10-08
2025-06-30	$510,076	3,318	0.0%	Shares	Sole	2025-07-31
2025-03-31	$508,350	3,318	0.0%	Shares	Sole	2025-04-11
2024-12-31	$418,167	3,318	0.0%	Shares	Sole	2025-01-13
2024-09-30	$424,803	3,318	0.0%	Shares	Sole	2024-10-10
2024-06-30	$345,901	3,318	0.0%	Shares	Sole	2024-07-24
2024-03-31	$310,033	3,318	+4.8%	Shares	Sole	2024-04-24
2023-12-31	$285,568	3,167	0.0%	Shares	Sole	2024-01-17
2023-09-30	$259,440	3,167	0.0%	Shares	Sole	2023-10-11
2023-06-30	$256,178	3,167	0.0%	Shares	Sole	2023-07-10
2023-03-31	$227,042	3,167	-16.3%	Shares	Sole	2023-04-27
2022-12-31	$247,975	3,783	-14.5%	Shares	Sole	2023-01-09
2022-09-30	$284,487	4,423	0.0%	Shares	Sole	2022-10-07
2022-06-30	$364,234	4,423	0.0%	Shares	Sole	2022-08-02
2022-03-31	$425,227	4,423	-15.7%	Shares	Sole	2022-04-21
2021-12-31	$450,120	5,248	-26.8%	Shares	Sole	2022-03-15
2021-09-30	$590,396	7,165	+2.9%	Shares	Sole	2021-10-28
2021-06-30	$578,791	6,965	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.