Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,132,835
+$545,820 QoQ
Shares Held
9,397
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#590
of 1,589 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 73%
Shared 7%
None 19%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $9,898,754 across 7 REIT - Healthcare Facilities names. WELL ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHI |
National Health Investors Inc
|
57,627 | $4,394,634 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
125,300 | $2,444,602 | |
| 3 | WELL |
Welltower Inc.
This page
|
9,397 | $2,132,835 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
7,009 | $365,518 | |
| 5 | VTR |
Ventas, Inc.
|
3,129 | $277,854 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
11,080 | $237,111 | |
| 7 | MPT |
Medical Properties Trust Inc
|
10,000 | $46,200 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,132,835 | 9,397 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,587,015 | 8,027 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,454,996 | 7,839 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||