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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return