Cornerstone Wealth Management’s Welltower WELL Stock Holding History

Cornerstone Wealth Management’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	$206K	Buy	+896	New	+$212K	0.01%	717

Other funds holding WELL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Cornerstone Wealth Management's WELL Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in Welltower (WELL) in Q3 2026: 896 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings.

1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Cornerstone Wealth Management held 896 shares of Welltower worth $206K as of Q3 2026.
Welltower was a new Cornerstone Wealth Management position in Q3 2026.
Welltower made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #717 holding.
1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.