Pinnacle Wealth Management Advisory »

Welltower Inc Com reit shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 29k 93.44
2023-12-31 $2.6M 29k 90.17
2023-09-30 $2.4M 29k 81.92
2023-06-30 $2.3M 29k 80.89
2023-03-31 $2.0M 28k 71.69
2022-12-31 $1.8M 27k 65.55
2022-09-30 $2.0M 31k 64.31
2022-06-30 $2.5M 30k 82.36
2022-03-31 $2.6M 27k 96.13
2021-12-31 $2.2M 26k 85.77