KFP
WELL icon

KB Financial Partners’s Welltower WELL Stock Holding History

KB Financial Partners’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
2023
Q3 		– Sell
-40
Closed -$3K – 612
2023
Q2 		$3K Hold
40
– – ﹤0.01% 499
2023
Q1 		$3K Hold
40
– – ﹤0.01% 484
2022
Q4 		$3K Hold
40
– – ﹤0.01% 485
2022
Q3 		$3K Hold
40
– – ﹤0.01% 481
2022
Q2 		$3K Hold
40
– – ﹤0.01% 480
2022
Q1 		$4K Hold
40
– – ﹤0.01% 492
2021
Q4 		$3K Buy
+40
New +$3.33K ﹤0.01% 560
2021
Q3 		– Sell
-40
Closed -$3K – 561
2021
Q2 		$3K Hold
40
– – ﹤0.01% 531
2021
Q1 		$3K Buy
+40
New +$2.69K ﹤0.01% 544

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's WELL Position: Q3 2023 in Review

KB Financial Partners sold out of Welltower (WELL) in Q3 2023, closing a stake of 40 shares — an estimated $3K sold.

KB Financial Partners first reported a position in WELL in Q1 2021 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 827 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

  • KB Financial Partners reported no remaining Welltower position as of Q3 2023 after selling out during the quarter.
  • KB Financial Partners sold 40 Welltower shares in Q3 2023, an estimated $3K.
  • KB Financial Partners first reported a position in Welltower in Q1 2021 and held it in 9 quarters.
  • KB Financial Partners's Welltower position peaked at $4K in Q1 2022.
  • 827 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.