Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$71,268
+$8,594 QoQ
Shares Held
314
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,364
of 1,554 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cornerstone Planning Group LLC holds $155,723 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
314 | $71,268 | |
| 2 | VTR |
Ventas, Inc.
|
450 | $39,960 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
544 | $21,950 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
416 | $8,902 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
95 | $4,529 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
186 | $3,751 | |
| 7 | UHT |
Universal Health Realty Income Trust
|
30 | $1,315 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
27 | $1,013 |
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,268 | 314 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $62,674 | 317 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $45,103 | 243 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,387 | 94 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,837 | 77 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,490 | 75 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,537 | 36 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,481 | 35 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,814 | 27 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $840 | 9 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||