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Cornerstone Advisors, LLC

SEC CIK
0001775446
Latest filing
Aug 7, 2026

WELL holding history

Welltower Inc. in every 13F filed by Cornerstone Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
101,285
Value
$23.0M
% of portfolio
0.8%
Quarters held
3
Since Q1 2024
Holdings of WELL by Cornerstone Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101,285$23.0M0.8%−18,798−15.7%ReducedHolders
Q1 2026120,083$23.7M0.9%+120,083NewHolders
Q2 20240$00.0%−1,400−100.0%Sold outHolders
Q1 20241,400$130.8K<0.1%+1,400NewHolders