Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,988,656
-$752,953 QoQ
Shares Held
101,285
-15.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#250
of 1,581 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cornerstone Advisors, LLC holds $22,988,656 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
101,285 | $22,988,656 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,988,656 | 101,285 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $23,741,609 | 120,083 | Shares | Sole | 2026-05-08 | |
| 2024-03-31 | $130,816 | 1,400 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||