Cornerstone Advisory’s Welltower WELL Stock Holding History

Cornerstone Advisory’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 Q3	$202K	Buy	+879	New	+$208K	0.02%	273

Other funds holding WELL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cornerstone Advisory's WELL Position: Q3 2026 in Review

Cornerstone Advisory opened a new position in Welltower (WELL) in Q3 2026: 879 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

919 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Cornerstone Advisory held 879 shares of Welltower worth $202K as of Q3 2026.
Welltower was a new Cornerstone Advisory position in Q3 2026.
Welltower made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #273 holding.
919 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.