PINNACLE ASSOCIATES LTD

Position in WELL — Welltower Inc.

CIK 743127 NEW YORK, NY

Position in WELL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$11,615,643

+$1,542,714 QoQ

Shares Held

51,177

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#334

of 1,580 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $12,410,488 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (93.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	51,177	$11,615,643
2	VTR	Ventas, Inc.	5,768	$512,198
3	OHI	Omega Healthcare Investors Inc	5,928	$282,647

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,615,643	51,177	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$10,072,929	50,948	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$9,585,457	51,643	-1.8%	Shares	Sole	2026-02-05
2025-09-30	$9,369,629	52,597	-1.5%	Shares	Sole	2025-11-13
2025-06-30	$8,206,876	53,385	-3.8%	Shares	Sole	2025-08-04
2025-03-31	$8,499,631	55,477	-1.3%	Shares	Sole	2025-05-06
2024-12-31	$7,084,398	56,212	-8.7%	Shares	Sole	2025-02-14
2024-09-30	$7,885,367	61,590	+2.2%	Shares	Sole	2024-10-25
2024-06-30	$6,280,645	60,246	-1.2%	Shares	Sole	2024-07-30
2024-03-31	$5,698,812	60,989	-1.0%	Shares	Sole	2024-04-26
2023-12-31	$5,553,570	61,590	+1.3%	Shares	Sole	2024-01-19
2023-09-30	$4,982,620	60,823	-0.6%	Shares	Sole	2023-10-24
2023-06-30	$4,948,122	61,171	-4.6%	Shares	Sole	2023-07-27
2023-03-31	$4,594,468	64,088	-5.5%	Shares	Sole	2023-05-05
2022-12-31	$4,446,190	67,829	-13.5%	Shares	Sole	2023-02-01
2022-09-30	$5,041,208	78,377	-6.3%	Shares	Sole	2022-11-01
2022-06-30	$6,887,259	83,634	+4.4%	Shares	Sole	2022-08-02
2022-03-31	$7,700,237	80,094	+0.9%	Shares	Sole	2022-05-05
2021-12-31	$6,811,596	79,417	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.