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Cornerstone Wealth Group’s Welltower WELL Stock Holding History

Cornerstone Wealth 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 		$429K Buy
1,892
+140
+8% +$29.6K 0.03% 266
2026
Q1 		$362K Buy
1,752
+120
+7% +$23.7K 0.02% 284
2025
Q4 		$303K Buy
1,632
+95
+6% +$17.7K 0.02% 278
2025
Q3 		$274K Buy
1,537
+77
+5% +$12.7K 0.02% 279
2025
Q2 		$225K Buy
1,460
+66
+5% +$9.86K 0.02% 292
2025
Q1 		$214K Buy
+1,394
New +$199K 0.02% 268
2019
Q4 		– Sell
-50,096
Closed -$4.54M – 153
2019
Q3 		$4.54M Buy
50,096
+30,908
+161% +$2.69M 1.14% 22
2019
Q2 		$1.56M Buy
+19,188
New +$1.51M 0.42% 72

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 $3.37T AUM 44.26% 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 Wealth Group's WELL Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Welltower (WELL) stake by 8% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,892 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #266.

Cornerstone Wealth Group first reported a position in WELL in Q2 2019 and has held it in 8 quarters since. The position peaked at $4.54M in Q3 2019. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cornerstone Wealth Group held 1,892 shares of Welltower worth $429K as of Q2 2026.
  • Cornerstone Wealth Group bought 140 Welltower shares in Q2 2026, an estimated $29.6K.
  • Welltower made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #266 holding.
  • Cornerstone Wealth Group first reported a position in Welltower in Q2 2019 and has held it in 8 quarters since.
  • Cornerstone Wealth Group's Welltower position peaked at $4.54M in Q3 2019.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.