Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$982,326
+$95,993 QoQ
Shares Held
4,328
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#754
of 1,580 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Fulcrum Capital LLC holds $1,141,254 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,328 | $982,326 | |
| 2 | MPT |
Medical Properties Trust Inc
|
34,400 | $158,928 |
All Filings in WELL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,326 | 4,328 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $886,333 | 4,483 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $841,555 | 4,534 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $939,154 | 5,272 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $827,374 | 5,382 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $912,671 | 5,957 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $772,059 | 6,126 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $815,295 | 6,368 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $738,924 | 7,088 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $638,755 | 6,836 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $602,425 | 6,681 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $761,036 | 9,290 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $800,891 | 9,901 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $735,252 | 10,256 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $718,886 | 10,967 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $639,147 | 9,937 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $849,604 | 10,317 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||