Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,587,015
+$132,019 QoQ
Shares Held
8,027
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 69.06689921514887.ToString("F0")%
Shared 7.4623146879282425.ToString("F0")%
None 23.470786096922886.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Pinnacle Financial Partners, Inc. holds $9,314,282 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHI |
National Health Investors Inc
|
57,627 | $4,659,718 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
126,071 | $2,424,344 | |
| 3 | WELL |
Welltower Inc.
This page
|
8,027 | $1,587,015 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
7,212 | $340,116 | |
| 5 | VTR |
Ventas, Inc.
|
3,140 | $256,789 | |
| 6 | MPT |
Medical Properties Trust Inc
|
10,000 | $46,300 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||