Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$429,427
+$83,040 QoQ
Shares Held
1,892
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#991
of 1,580 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $1,057,181 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
13,166 | $627,754 | |
| 2 | WELL |
Welltower Inc.
This page
|
1,892 | $429,427 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,427 | 1,892 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $346,387 | 1,752 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $302,915 | 1,632 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $273,801 | 1,537 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $224,445 | 1,460 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $213,574 | 1,394 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||