Kingsview Wealth Management, LLC

Position in WELL — Welltower Inc.

CIK 1791965 GRANTS PASS, OR

Position in WELL

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$2,002,783

+$559,896 QoQ

Shares Held

8,824

+20.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#596

of 1,580 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $3,225,323 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	8,824	$2,002,783
2	OHI	Omega Healthcare Investors Inc	14,205	$677,294
3	VTR	Ventas, Inc.	3,818	$339,038
4	DHC	Diversified Healthcare Trust	22,173	$206,208

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,002,783	8,824	+20.9%	Shares	Sole	2026-08-19
2026-03-31	$1,442,887	7,298	+2.3%	Shares	Sole	2026-05-12
2025-12-31	$1,324,141	7,134	-10.1%	Shares	Sole	2026-02-09
2025-09-30	$1,413,006	7,932	+8.6%	Shares	Sole	2025-11-12
2025-06-30	$1,122,690	7,303	+29.9%	Shares	Sole	2025-08-08
2025-03-31	$861,346	5,622	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$720,891	5,720	+15.2%	Shares	Sole	2025-01-28
2024-09-30	$635,796	4,966	+4.2%	Shares	Sole	2024-11-12
2024-06-30	$496,855	4,766	+46.6%	Shares	Sole	2024-08-14
2024-03-31	$303,773	3,251	+20.9%	Shares	Sole	2024-05-09
2023-12-31	$242,467	2,689	-3.4%	Shares	Sole	2024-02-08
2023-09-30	$228,065	2,784	+5.6%	Shares	Sole	2023-11-07
2023-06-30	$213,226	2,636	-22.8%	Shares	Sole	2023-08-10
2022-09-30	$219,588	3,414	-2.8%	Shares	Sole	2022-11-15
2022-06-30	$289,295	3,513	+0.5%	Shares	Sole	2022-08-16
2022-03-31	$335,913	3,494	-7.2%	Shares	Sole	2024-02-08
2021-12-31	$322,838	3,764	-1.9%	Shares	Sole	2022-02-17
2021-09-30	$316,086	3,836	+6.7%	Shares	Sole	2021-12-03
2021-06-30	$298,827	3,596	+3.8%	Shares	Sole	2021-08-17
2021-03-31	$248,054	3,463	-5.1%	Shares	Sole	2021-05-24
2020-12-31	$235,798	3,649	-20.2%	Shares	Sole	2021-02-16
2020-09-30	$251,871	4,572	-36.2%	Shares	Sole	2020-11-19
2020-06-30	$371,047	7,170	+20.6%	Shares	Sole	2020-08-14
2020-03-31	$272,207	5,946	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.