A detailed history of Fulcrum Capital LLC transactions in Welltower Inc. stock. As of the latest transaction made, Fulcrum Capital LLC holds 6,368 shares of WELL stock, worth $793,707. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,368
Previous 7,088 10.16%
Holding current value
$793,707
Previous $738,000 10.43%
% of portfolio
0.18%
Previous 0.17%

Shares

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

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $57.8B
  • 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
Track This Portfolio

Track Fulcrum Capital LLC Portfolio

Follow Fulcrum Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Capital LLC with notifications on news.