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Fulcrum Capital’s Welltower WELL Stock Holding History

Fulcrum 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
2026
Q2 		$982K Sell
4,328
-155
-3% -$32.8K 0.2% 51
2026
Q1 		$886K Sell
4,483
-51
-1% -$10.1K 0.19% 49
2025
Q4 		$842K Sell
4,534
-738
-14% -$138K 0.17% 50
2025
Q3 		$939K Sell
5,272
-110
-2% -$18.1K 0.19% 48
2025
Q2 		$827K Sell
5,382
-575
-10% -$85.9K 0.18% 52
2025
Q1 		$913K Sell
5,957
-169
-3% -$24.1K 0.2% 50
2024
Q4 		$772K Sell
6,126
-242
-4% -$31.8K 0.16% 51
2024
Q3 		$815K Sell
6,368
-720
-10% -$84K 0.18% 52
2024
Q2 		$739K Buy
7,088
+252
+4% +$24.7K 0.17% 49
2024
Q1 		$639K Buy
6,836
+155
+2% +$14K 0.15% 55
2023
Q4 		$602K Sell
6,681
-2,609
-28% -$226K 0.16% 54
2023
Q3 		$761K Sell
9,290
-611
-6% -$50.3K 0.22% 50
2023
Q2 		$801K Sell
9,901
-355
-3% -$27.4K 0.21% 51
2023
Q1 		$735K Sell
10,256
-711
-6% -$51.6K 0.2% 58
2022
Q4 		$719K Buy
10,967
+1,030
+10% +$66.2K 0.21% 58
2022
Q3 		$639K Sell
9,937
-380
-4% -$29.7K 0.19% 56
2022
Q2 		$850K Buy
+10,317
New +$918K 0.27% 49

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fulcrum Capital's WELL Position: Q2 2026 in Review

Fulcrum Capital reduced its Welltower (WELL) stake by 3.5% in Q2 2026, selling an estimated $32.8K and leaving 4,328 shares worth $982K. The position accounts for 0.2% of the portfolio, ranked #51.

Fulcrum Capital first reported a position in WELL in Q2 2022 and has held it in 17 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fulcrum Capital held 4,328 shares of Welltower worth $982K as of Q2 2026.
  • Fulcrum Capital sold 155 Welltower shares in Q2 2026, an estimated $32.8K.
  • Welltower made up 0.2% of Fulcrum Capital's portfolio in Q2 2026, its #51 holding.
  • Fulcrum Capital first reported a position in Welltower in Q2 2022 and has held it in 17 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.