Forum Financial Management, LP's ownership history for WELL

Forum Financial Management, LP currently holds 1.6K shares with a market value of $370.0K. It started holding WELL on 2025-12-31. At its peak, it held 1.6K shares on 2026-06-30. Its highest holding value was $370.0K on 2026-06-30. At its lowest, it held 1.5K shares on 2026-03-31, with a value of $288.8K on 2025-12-31. In the recent 180 days, Forum Financial Management, LP has increased its shares by 74.