A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 29,010 shares of WELL stock, worth $4.03 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
29,010
Previous 29,151 0.48%
Holding current value
$4.03 Million
Previous $3.04 Million 22.22%
% of portfolio
0.36%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$104.0 - $129.74 $14,664 - $18,293
-141 Reduced 0.48%
29,010 $3.71 Million
Q2 2024

Jul 25, 2024

SELL
$88.31 - $105.01 $21,282 - $25,307
-241 Reduced 0.82%
29,151 $3.04 Million
Q1 2024

Apr 30, 2024

BUY
$86.51 - $94.25 $11,851 - $12,912
137 Added 0.47%
29,392 $2.75 Million
Q4 2023

Feb 06, 2024

BUY
$79.31 - $91.87 $35,134 - $40,698
443 Added 1.54%
29,255 $2.64 Million
Q3 2023

Oct 25, 2023

BUY
$78.6 - $85.47 $17,134 - $18,632
218 Added 0.76%
28,812 $2.36 Million
Q2 2023

Aug 02, 2023

BUY
$70.38 - $81.95 $64,256 - $74,820
913 Added 3.3%
28,594 $2.31 Million
Q1 2023

May 04, 2023

BUY
$65.76 - $78.05 $60,564 - $71,884
921 Added 3.44%
27,681 $1.98 Million
Q4 2022

Feb 06, 2023

SELL
$57.37 - $71.58 $261,492 - $326,261
-4,558 Reduced 14.55%
26,760 $1.75 Million
Q3 2022

Nov 09, 2022

BUY
$63.33 - $86.34 $74,792 - $101,967
1,181 Added 3.92%
31,318 $2.01 Million
Q2 2022

Aug 01, 2022

BUY
$77.45 - $97.82 $243,347 - $307,350
3,142 Added 11.64%
30,137 $2.48 Million
Q1 2022

May 05, 2022

BUY
$79.67 - $98.31 $122,930 - $151,692
1,543 Added 6.06%
26,995 $2.6 Million
Q4 2021

Jan 20, 2022

BUY
$79.36 - $87.07 $2.02 Million - $2.22 Million
25,452 New
25,452 $2.18 Million

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $64.4B
  • Description
  • Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...
More about WELL
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