Kingsview Wealth Management, LLC Welltower Inc. Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,766 shares of WELL stock, worth $605,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,766

Previous 3,251 46.6%

Holding current value

$605,424

Previous $303,000 63.7%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$88.31 - $105.01 $133,789 - $159,090	1,515 Added 46.6%	4,766 $496,000
Q1 2024 May 09, 2024	BUY	$86.51 - $94.25 $48,618 - $52,968	562 Added 20.9%	3,251 $303,000
Q4 2023 Feb 08, 2024	SELL	$79.31 - $91.87 $7,534 - $8,727	-95 Reduced 3.41%	2,689 $242,000
Q3 2023 Nov 07, 2023	BUY	$78.6 - $85.47 $11,632 - $12,649	148 Added 5.61%	2,784 $228,000
Q2 2023 Aug 10, 2023	BUY	$70.38 - $81.95 $185,521 - $216,020	2,636 New	2,636 $213,000
Q3 2022 Nov 14, 2022	SELL	$63.33 - $86.34 $6,269 - $8,547	-99 Reduced 2.82%	3,414 $220,000
Q2 2022 Aug 16, 2022	SELL	$77.45 - $97.82 $19,439 - $24,552	-251 Reduced 6.67%	3,513 $289,000
Q1 2022 Feb 08, 2024	BUY	$79.67 - $98.31 $64,134 - $79,139	805 Added 29.94%	3,494 $335,000
Q4 2021 Feb 17, 2022	SELL	$79.36 - $87.07 $5,713 - $6,269	-72 Reduced 1.88%	3,764 $323,000
Q3 2021 Dec 03, 2021	BUY	$82.4 - $89.68 $19,776 - $21,523	240 Added 6.67%	3,836 $316,000
Q2 2021 Aug 17, 2021	BUY	$71.04 - $84.02 $9,448 - $11,174	133 Added 3.84%	3,596 $301,000
Q1 2021 May 24, 2021	SELL	$59.79 - $74.55 $11,120 - $13,866	-186 Reduced 5.1%	3,463 $254,000
Q4 2020 Feb 16, 2021	SELL	$52.26 - $67.84 $48,235 - $62,616	-923 Reduced 20.19%	3,649 $236,000
Q3 2020 Nov 19, 2020	SELL	$49.2 - $61.12 $127,821 - $158,789	-2,598 Reduced 36.23%	4,572 $252,000
Q2 2020 Aug 14, 2020	BUY	$37.26 - $61.65 $45,606 - $75,459	1,224 Added 20.59%	7,170 $371,000
Q1 2020 May 11, 2020	SELL	$33.22 - $89.84 $1,295 - $3,503	-39 Reduced 0.65%	5,946 $272,000
Q4 2019 Jan 31, 2020	BUY	$77.4 - $92.21 $463,239 - $551,876	5,985 New	5,985 $489,000
Q4 2019 Jan 30, 2020	SELL	$77.4 - $92.21 $469,972 - $559,899	-6,072 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$81.74 - $92.46 $153,834 - $174,009	1,882 Added 44.92%	6,072 $550,000
Q2 2019 Jan 29, 2020	BUY	$71.76 - $84.63 $112,304 - $132,445	1,565 Added 59.62%	4,190 $342,000
Q1 2019 Jan 29, 2020	BUY	$67.29 - $78.72 $176,636 - $206,640	2,625 New	2,625 $204,000

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

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Kingsview Wealth Management, LLC Welltower Inc. Transaction History