KWM
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Kingsview Wealth Management’s Welltower WELL Stock Holding History

Kingsview Wealth 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
2026
Q2 		$2M Buy
8,824
+1,526
+21% +$323K 0.02% 559
2026
Q1 		$1.44M Buy
7,298
+164
+2% +$32.4K 0.02% 575
2025
Q4 		$1.32M Sell
7,134
-798
-10% -$149K 0.02% 564
2025
Q3 		$1.41M Buy
7,932
+629
+9% +$103K 0.02% 522
2025
Q2 		$1.12M Buy
7,303
+1,681
+30% +$251K 0.02% 554
2025
Q1 		$861K Sell
5,622
-98
-2% -$14K 0.02% 585
2024
Q4 		$721K Buy
5,720
+754
+15% +$99K 0.01% 639
2024
Q3 		$636K Buy
4,966
+200
+4% +$23.3K 0.01% 644
2024
Q2 		$497K Buy
4,766
+1,515
+47% +$148K 0.01% 685
2024
Q1 		$304K Buy
3,251
+562
+21% +$50.9K 0.01% 812
2023
Q4 		$242K Sell
2,689
-95
-3% -$8.24K 0.01% 831
2023
Q3 		$228K Buy
2,784
+148
+6% +$12.2K 0.01% 841
2023
Q2 		$213K Buy
+2,636
New +$203K 0.01% 839
2022
Q4 		– Sell
-3,414
Closed -$220K – 910
2022
Q3 		$220K Sell
3,414
-99
-3% -$7.74K 0.01% 730
2022
Q2 		$289K Buy
3,513
+19
+0.5% +$1.69K 0.01% 674
2022
Q1 		$336K Sell
3,494
-270
-7% -$23.4K 0.01% 666
2021
Q4 		$323K Sell
3,764
-72
-2% -$6K 0.01% 701
2021
Q3 		$316K Buy
3,836
+240
+7% +$20.6K 0.02% 671
2021
Q2 		$301K Buy
3,596
+133
+4% +$10.2K 0.01% 695
2021
Q1 		$254K Sell
3,463
-186
-5% -$12.5K 0.01% 692
2020
Q4 		$236K Sell
3,649
-923
-20% -$56K 0.02% 607
2020
Q3 		$252K Sell
4,572
-2,598
-36% -$143K 0.02% 516
2020
Q2 		$371K Buy
7,170
+1,224
+21% +$60.2K 0.04% 397
2020
Q1 		$272K Sell
5,946
-39
-0.7% -$2.88K 0.04% 379
2019
Q4 		$489K Sell
5,985
-87
-1% -$7.45K 0.06% 288
2019
Q3 		$550K Buy
6,072
+1,882
+45% +$164K 0.09% 238
2019
Q2 		$342K Buy
4,190
+1,565
+60% +$123K 0.06% 302
2019
Q1 		$204K Buy
+2,625
New +$197K 0.03% 428

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingsview Wealth Management's WELL Position: Q2 2026 in Review

Kingsview Wealth Management increased its Welltower (WELL) stake by 21% in Q2 2026, buying an estimated $323K and bringing the position to 8,824 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #559.

Kingsview Wealth Management first reported a position in WELL in Q1 2019 and has held it in 28 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kingsview Wealth Management held 8,824 shares of Welltower worth $2M as of Q2 2026.
  • Kingsview Wealth Management bought 1,526 Welltower shares in Q2 2026, an estimated $323K.
  • Welltower made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #559 holding.
  • Kingsview Wealth Management first reported a position in Welltower in Q1 2019 and has held it in 28 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.