Forte Capital LLC Welltower Inc. Transaction History

Forte Capital LLC

  • $794 Million
  • Q1 2025

A detailed history of Forte Capital LLC transactions in Welltower Inc. stock. As of the latest transaction made, Forte Capital LLC holds 19,086 shares of WELL stock, worth $2.83 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
19,086
Previous 19,079 0.04%
Holding current value
$2.83 Million
Previous $2.4 Million 21.63%
% of portfolio
0.37%
Previous 0.29%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$124.05 - $156.86 $868 - $1,098
7 Added 0.04%
19,086 $2.92 Million
Q4 2024

Feb 03, 2025
BUY
$123.11 - $139.3 $56,753 - $64,217
461 Added 2.48%
19,079 $2.4 Million
Q3 2024

Oct 31, 2024
SELL
$104.0 - $129.74 $4,368 - $5,449
-42 Reduced 0.23%
18,618 $2.38 Million
Q2 2024

Aug 13, 2024
SELL
$88.31 - $105.01 $138,558 - $164,760
-1,569 Reduced 7.76%
18,660 $1.95 Million
Q1 2024

May 14, 2024
BUY
$86.51 - $94.25 $7,353 - $8,011
85 Added 0.42%
20,229 $1.89 Million
Q4 2023

Feb 06, 2024
SELL
$79.31 - $91.87 $35,451 - $41,065
-447 Reduced 2.17%
20,144 $1.82 Million
Q3 2023

Nov 13, 2023
SELL
$78.6 - $85.47 $161,601 - $175,726
-2,056 Reduced 9.08%
20,591 $1.69 Million
Q2 2023

Aug 09, 2023
SELL
$70.38 - $81.95 $41,172 - $47,940
-585 Reduced 2.52%
22,647 $1.83 Million
Q1 2023

May 11, 2023
SELL
$65.76 - $78.05 $15,124 - $17,951
-230 Reduced 0.98%
23,232 $1.67 Million
Q4 2022

Feb 13, 2023
SELL
$57.37 - $71.58 $28,398 - $35,432
-495 Reduced 2.07%
23,462 $1.54 Million
Q3 2022

Oct 21, 2022
BUY
$63.33 - $86.34 $501,826 - $684,158
7,924 Added 49.42%
23,957 $1.54 Million
Q2 2022

Aug 09, 2022
SELL
$77.45 - $97.82 $15,799 - $19,955
-204 Reduced 1.26%
16,033 $1.32 Million
Q4 2021

Jan 20, 2022
SELL
$79.36 - $87.07 $952 - $1,044
-12 Reduced 0.07%
16,237 $1.39 Million
Q3 2021

Oct 27, 2021
SELL
$82.4 - $89.68 $145,930 - $158,823
-1,771 Reduced 9.83%
16,249 $1.34 Million
Q2 2021

Jul 28, 2021
SELL
$71.04 - $84.02 $6,961 - $8,233
-98 Reduced 0.54%
18,020 $1.5 Million
Q1 2021

Apr 22, 2021
SELL
$59.79 - $74.55 $29,536 - $36,827
-494 Reduced 2.65%
18,118 $1.3 Million
Q4 2020

Jan 19, 2021
SELL
$52.26 - $67.84 $4,546 - $5,902
-87 Reduced 0.47%
18,612 $1.2 Million
Q3 2020

Nov 03, 2020
SELL
$49.2 - $61.12 $33,554 - $41,683
-682 Reduced 3.52%
18,699 $1.03 Million
Q2 2020

Jul 09, 2020
BUY
$37.26 - $61.65 $168,601 - $278,966
4,525 Added 30.46%
19,381 $1 Million
Q1 2020

Apr 08, 2020
BUY
$33.22 - $89.84 $31,127 - $84,180
937 Added 6.73%
14,856 $680,000
Q4 2019

Jan 10, 2020
BUY
$77.4 - $92.21 $259,290 - $308,903
3,350 Added 31.7%
13,919 $1.14 Million
Q3 2019

Oct 09, 2019
SELL
$81.74 - $92.46 $10,217 - $11,557
-125 Reduced 1.17%
10,569 $958,000
Q2 2019

Jul 16, 2019
BUY
$71.76 - $84.63 $767,401 - $905,033
10,694 New
10,694 $872,000
Q1 2019

Apr 08, 2019
SELL
$67.29 - $78.72 $714,417 - $835,770
-10,617 Closed
0 $0
Q4 2018

Jan 24, 2019
SELL
$61.6 - $74.72 $32,832 - $39,825
-533 Reduced 4.78%
10,617 $736,000
Q3 2018

Oct 16, 2018
SELL
$61.7 - $67.46 $36,896 - $40,341
-598 Reduced 5.09%
11,150 $717,000
Q2 2018

Jul 13, 2018
SELL
$50.01 - $62.69 $13,352 - $16,738
-267 Reduced 2.22%
11,748 $736,000
Q1 2018

Apr 17, 2018
BUY
$52.03 - $64.14 $106,921 - $131,807
2,055 Added 20.63%
12,015 $654,000
Q4 2017

Jan 22, 2018
BUY
$63.27 - $69.55 $120,529 - $132,492
1,905 Added 23.65%
9,960 $635,000
Q3 2017

Oct 11, 2017
BUY
$69.91 - $75.36 $563,125 - $607,024
8,055
8,055 $566,000

Others Institutions Holding WELL

# of Institutions
1,358
Shares Held
583M
Call Options Held
1.71M
Put Options Held
1.25M
View Full List

About WELLTOWER INC.

WELL Quotes by TradingView
  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $68.7B
  • 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...
More about WELL
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