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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
5,268
+125
+2% +$24.7K 0.07% 205
2025
Q4 		$955K Buy
5,143
+446
+9% +$83.3K 0.07% 210
2025
Q3 		$837K Buy
4,697
+61
+1% +$10K 0.07% 224
2025
Q2 		$783K Buy
4,636
+115
+3% +$17.2K 0.07% 206
2025
Q1 		$664K Buy
4,521
+852
+23% +$121K 0.07% 212
2024
Q4 		$515K Buy
3,669
+1,988
+118% +$261K 0.05% 246
2024
Q3 		$222K Buy
+1,681
New +$196K 0.03% 374

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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

Fidelis Capital Partners's WELL Position: Q1 2026 in Review

Fidelis Capital Partners increased its Welltower (WELL) stake by 2.4% in Q1 2026, buying an estimated $24.7K and bringing the position to 5,268 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #205.

Fidelis Capital Partners first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Fidelis Capital Partners held 5,268 shares of Welltower worth $1.04M as of Q1 2026.
  • Fidelis Capital Partners bought 125 Welltower shares in Q1 2026, an estimated $24.7K.
  • Welltower made up 0.07% of Fidelis Capital Partners's portfolio in Q1 2026, its #205 holding.
  • Fidelis Capital Partners first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.