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Fidelis Capital Partners’s Welltower WELL Stock Holding History

Fidelis Capital Partners’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$783K Buy
4,636
+115
+3% +$19.4K 0.07% 206
2025
Q1 		$664K Buy
4,521
+852
+23% +$125K 0.07% 212
2024
Q4 		$515K Buy
3,669
+1,988
+118% +$279K 0.05% 246
2024
Q3 		$222K Buy
+1,681
New +$222K 0.03% 374