Pinnacle Wealth Planning Services, Inc. Welltower Inc. Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,172 shares of WELL stock, worth $555,226. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,172
Previous 2,234
41.99%
Holding current value
$555,226
Previous $342,000
42.4%
% of portfolio
0.07%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding WELL
# of Institutions
1,411Shares Held
623MCall Options Held
1.16MPut Options Held
1.49M-
Vanguard Group Inc Valley Forge, PA85.8MShares$15 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$10.3 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA44.7MShares$7.82 Billion1.23% of portfolio
-
State Street Corp Boston, MA39.6MShares$6.93 Billion0.23% of portfolio
-
Cohen & Steers, Inc. New York, NY35.2MShares$6.16 Billion9.91% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $81.1B
- 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...