FORA Capital’s Welltower WELL Stock Holding History

FORA Capital’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,933	Closed	-$701K	–	670
2025 Q3	$701K	Buy	+3,933	New	+$646K	0.12%	214
2025 Q2	–	Sell	-20,802	Closed	-$3.19M	–	722
2025 Q1	$3.19M	Buy	+20,802	New	+$2.96M	0.32%	104
2024 Q3	–	Sell	-25,080	Closed	-$2.61M	–	596
2024 Q2	$2.61M	Buy	+25,080	New	+$2.46M	0.32%	109
2024 Q1	–	Sell	-8,352	Closed	-$753K	–	585
2023 Q4	$753K	Buy	+8,352	New	+$725K	0.06%	283
2023 Q1	–	Sell	-5,756	Closed	-$377K	–	718
2022 Q4	$377K	Buy	+5,756	New	+$370K	0.06%	318
2022 Q2	–	Sell	-27,477	Closed	-$2.69M	–	705
2022 Q1	$2.69M	Buy	+27,477	New	+$2.39M	0.48%	53
2021 Q3	–	Sell	-12,458	Closed	-$1.03M	–	877
2021 Q2	$1.03M	Buy	+12,458	New	+$954K	0.19%	138
2021 Q1	–	Sell	-3,801	Closed	-$246K	–	1143
2020 Q4	$246K	Buy	+3,801	New	+$231K	0.04%	467
2020 Q1	–	Sell	-8,022	Closed	-$656K	–	1377
2019 Q4	$656K	Buy	+8,022	New	+$687K	0.07%	334

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FORA Capital's WELL Position: Q4 2025 in Review

FORA Capital sold out of Welltower (WELL) in Q4 2025, closing a stake of 3,933 shares — an estimated $701K sold.

FORA Capital first reported a position in WELL in Q4 2019 and held it in 9 quarters. The position peaked at $3.19M in Q1 2025. 1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

FORA Capital reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 3,933 Welltower shares in Q4 2025, an estimated $701K.
FORA Capital first reported a position in Welltower in Q4 2019 and held it in 9 quarters.
FORA Capital's Welltower position peaked at $3.19M in Q1 2025.
1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.