Welltower Inc Com reit shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $434k | 3.4k | 128.03 |
| 2024-06-30 | $354k | 3.4k | 104.25 |
| 2024-03-31 | $317k | 3.4k | 93.44 |
| 2023-12-31 | $307k | 3.4k | 90.17 |
| 2023-09-30 | $279k | 3.4k | 81.92 |
| 2023-06-30 | $275k | 3.4k | 80.89 |
| 2023-03-31 | $244k | 3.4k | 71.69 |
| 2022-12-31 | $223k | 3.4k | 65.55 |
| 2022-06-30 | $209k | 2.5k | 82.38 |
| 2022-03-31 | $230k | 2.4k | 96.31 |
| 2020-12-31 | $80k | 1.2k | 64.88 |
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