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Cornerstone Planning Group’s Welltower WELL Stock Holding History

Cornerstone Planning Group’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 		$77K Sell
314
-3
-0.9% -$634 0.01% 304
2026
Q1 		$67.7K Buy
317
+74
+30% +$14.6K 0.01% 326
2025
Q4 		$44.7K Buy
243
+149
+159% +$27.8K 0.01% 381
2025
Q3 		$2.39K Buy
94
+17
+22% +$2.79K ﹤0.01% 1128
2025
Q2 		$13.1K Buy
77
+2
+3% +$299 ﹤0.01% 498
2025
Q1 		$11.1K Buy
75
+39
+108% +$5.56K ﹤0.01% 541
2024
Q4 		$4.98K Buy
36
+1
+3% +$131 ﹤0.01% 579
2024
Q3 		$4.81K Buy
35
+8
+30% +$933 ﹤0.01% 576
2024
Q2 		$3K Buy
27
+18
+200% +$1.76K ﹤0.01% 681
2024
Q1 		$863 Buy
+9
New +$815 ﹤0.01% 811

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's WELL Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Welltower (WELL) stake by 0.95% in Q2 2026, selling an estimated $634 and leaving 314 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #304.

Cornerstone Planning Group first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 947 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cornerstone Planning Group held 314 shares of Welltower worth $77K as of Q2 2026.
  • Cornerstone Planning Group sold 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #304 holding.
  • Cornerstone Planning Group first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 947 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.