Fulcrum Capital LLC Welltower Inc. Transaction History

Fulcrum Capital LLC

$470 Million
Q4 2024

A detailed history of Fulcrum Capital LLC transactions in Welltower Inc. stock. As of the latest transaction made, Fulcrum Capital LLC holds 6,126 shares of WELL stock, worth $929,559. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,126

Previous 6,368 3.8%

Holding current value

$929,559

Previous $815,000 5.28%

% of portfolio

0.16%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$123.11 - $139.3 $29,792 - $33,710	-242 Reduced 3.8%	6,126 $772,000
Q3 2024 Oct 22, 2024	SELL	$104.0 - $129.74 $74,880 - $93,412	-720 Reduced 10.16%	6,368 $815,000
Q2 2024 Jul 22, 2024	BUY	$88.31 - $105.01 $22,254 - $26,462	252 Added 3.69%	7,088 $738,000
Q1 2024 Apr 17, 2024	BUY	$86.51 - $94.25 $13,409 - $14,608	155 Added 2.32%	6,836 $638,000
Q4 2023 Jan 10, 2024	SELL	$79.31 - $91.87 $206,919 - $239,688	-2,609 Reduced 28.08%	6,681 $602,000
Q3 2023 Oct 13, 2023	SELL	$78.6 - $85.47 $48,024 - $52,222	-611 Reduced 6.17%	9,290 $761,000
Q2 2023 Jul 27, 2023	SELL	$70.38 - $81.95 $24,984 - $29,092	-355 Reduced 3.46%	9,901 $800,000
Q1 2023 May 10, 2023	SELL	$65.76 - $78.05 $46,755 - $55,493	-711 Reduced 6.48%	10,256 $735,000
Q4 2022 Jan 24, 2023	BUY	$57.37 - $71.58 $59,091 - $73,727	1,030 Added 10.37%	10,967 $0
Q3 2022 Oct 17, 2022	SELL	$63.33 - $86.34 $24,065 - $32,809	-380 Reduced 3.68%	9,937 $639,000
Q2 2022 Aug 03, 2022	BUY	$77.45 - $97.82 $799,051 - $1.01 Million	10,317 New	10,317 $850,000

Others Institutions Holding WELL

# of Institutions

1,227

Shares Held

591M

Call Options Held

1.09M

Put Options Held

2.06M

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $70.3B
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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Fulcrum Capital LLC Welltower Inc. Transaction History