KPCM
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Kings Point Capital Management’s Welltower WELL Stock Holding History

Kings Point Capital Management’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
2019
Q3 		– Sell
-349
Closed -$28K – 494
2019
Q2 		$28K Buy
+349
New +$27.4K 0.01% 316

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Kings Point Capital Management's WELL Position: Q3 2019 in Review

Kings Point Capital Management sold out of Welltower (WELL) in Q3 2019, closing a stake of 349 shares — an estimated $28K sold.

Kings Point Capital Management first reported a position in WELL in Q2 2019 and held it in 1 quarter. The position peaked at $28K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Kings Point Capital Management reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Kings Point Capital Management sold 349 Welltower shares in Q3 2019, an estimated $28K.
  • Kings Point Capital Management first reported a position in Welltower in Q2 2019 and held it in 1 quarter.
  • Kings Point Capital Management's Welltower position peaked at $28K in Q2 2019.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Kings Point Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.