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Cornerstone Advisors’s Welltower WELL Stock Holding History

Cornerstone Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Sell
101,285
-18,798
-16% -$3.97M 0.76% 33
2026
Q1 		$23.7M Buy
+120,083
New +$23.7M 0.87% 27
2024
Q2 		– Sell
-1,400
Closed -$131K – 314
2024
Q1 		$131K Buy
+1,400
New +$127K 0.01% 304

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cornerstone Advisors's WELL Position: Q2 2026 in Review

Cornerstone Advisors reduced its Welltower (WELL) stake by 16% in Q2 2026, selling an estimated $3.97M and leaving 101,285 shares worth $23M. The position accounts for 0.76% of the portfolio, ranked #33.

Cornerstone Advisors first reported a position in WELL in Q1 2024 and has held it in 3 quarters since. The position peaked at $23.7M in Q1 2026. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cornerstone Advisors held 101,285 shares of Welltower worth $23M as of Q2 2026.
  • Cornerstone Advisors sold 18,798 Welltower shares in Q2 2026, an estimated $3.97M.
  • Welltower made up 0.76% of Cornerstone Advisors's portfolio in Q2 2026, its #33 holding.
  • Cornerstone Advisors first reported a position in Welltower in Q1 2024 and has held it in 3 quarters since.
  • Cornerstone Advisors's Welltower position peaked at $23.7M in Q1 2026.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.