Kavar Capital Partners Group’s Welltower WELL Stock Holding History

Kavar Capital Partners Group’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
2022 Q2	–	Sell	-2,370	Closed	-$228K	–	182
2022 Q1	$228K	Hold	2,370	–	–	0.05%	141
2021 Q4	$203K	Buy	+2,370	New	+$198K	0.04%	163
2019 Q3	–	Sell	-1,970	Closed	-$161K	–	458
2019 Q2	$161K	Buy	+1,970	New	+$155K	0.06%	135

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Kavar Capital Partners Group's WELL Position: Q2 2022 in Review

Kavar Capital Partners Group sold out of Welltower (WELL) in Q2 2022, closing a stake of 2,370 shares — an estimated $228K sold.

Kavar Capital Partners Group first reported a position in WELL in Q2 2019 and held it in 3 quarters. The position peaked at $228K in Q1 2022. 817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

Kavar Capital Partners Group reported no remaining Welltower position as of Q2 2022 after selling out during the quarter.
Kavar Capital Partners Group sold 2,370 Welltower shares in Q2 2022, an estimated $228K.
Kavar Capital Partners Group first reported a position in Welltower in Q2 2019 and held it in 3 quarters.
Kavar Capital Partners Group's Welltower position peaked at $228K in Q1 2022.
817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Kavar Capital Partners Group's 13F filing for Q2 2022, filed 9 Aug 2022.