WELL WELLTOWER INC CMN

Ownership history in FORA Capital, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in WELLTOWER INC CMN (WELL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.48% (2022 Q1)
Avg. % of fund
0.19%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,933 -16,869 -81.1% 0.12% $701K $176.82
2025 Q1 REDUCED 20,802 -4,278 -17.1% 0.32% $3.2M $150.71
2024 Q2 ADDED 25,080 +16,728 +200.3% 0.32% $2.6M $101.01
2023 Q4 ADDED 8,352 +2,596 +45.1% 0.06% $753K $86.27
2022 Q4 REDUCED 5,756 -21,721 -79.1% 0.06% $377K $60.84
2022 Q1 ADDED 27,477 +15,019 +120.6% 0.48% $2.7M $87.15
2021 Q2 ADDED 12,458 +8,657 +227.8% 0.19% $1.0M $73.72
2020 Q4 REDUCED 3,801 -4,221 -52.6% 0.04% $246K $56.35
2019 Q4 INITIATED 8,022 0.07% $656K $68.04
% of Fund (quarterly)    WELL price (monthly, adj. close)
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