A detailed history of Fulcrum Capital LLC transactions in Welltower Inc. stock. As of the latest transaction made, Fulcrum Capital LLC holds 7,088 shares of WELL stock, worth $907,264. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,088
Previous 6,836 3.69%
Holding current value
$907,264
Previous $638,000 15.67%
% of portfolio
0.17%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $59.3B
  • 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...
More about WELL
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