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Kingswood Wealth Advisors’s Welltower WELL Stock Holding History

Kingswood Wealth Advisors’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 		$1.5M Sell
6,590
-41
-0.6% -$8.67K 0.06% 314
2026
Q1 		$1.31M Buy
6,631
+27
+0.4% +$5.34K 0.06% 312
2025
Q4 		$1.23M Buy
6,604
+39
+0.6% +$7.28K 0.06% 312
2025
Q3 		$1.17M Buy
6,565
+3,472
+112% +$571K 0.07% 285
2025
Q2 		$475K Buy
3,093
+7
+0.2% +$1.05K 0.04% 430
2025
Q1 		$473K Sell
3,086
-974
-24% -$139K 0.04% 411
2024
Q4 		$512K Buy
+4,060
New +$533K 0.04% 435
2024
Q3 		– Sell
-4,693
Closed -$489K – 763
2024
Q2 		$489K Buy
+4,693
New +$460K 0.04% 399
2024
Q1 		– Sell
-6,095
Closed -$550K – 704
2023
Q4 		$550K Sell
6,095
-699
-10% -$60.6K 0.06% 323
2023
Q3 		$557K Buy
+6,794
New +$559K 0.1% 224

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

Kingswood Wealth Advisors's WELL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Welltower (WELL) stake by 0.62% in Q2 2026, selling an estimated $8.67K and leaving 6,590 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #314.

Kingswood Wealth Advisors first reported a position in WELL in Q3 2023 and has held it in 10 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kingswood Wealth Advisors held 6,590 shares of Welltower worth $1.5M as of Q2 2026.
  • Kingswood Wealth Advisors sold 41 Welltower shares in Q2 2026, an estimated $8.67K.
  • Welltower made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #314 holding.
  • Kingswood Wealth Advisors first reported a position in Welltower in Q3 2023 and has held it in 10 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.