Fidelity Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.41B | Sell |
19,451,466
-2,724,517
| -12% | -$576M | 0.19% | 79 |
|
|
2026
Q1 | $4.38B | Buy |
22,175,983
+1,352,910
| +6% | +$267M | 0.23% | 61 |
|
|
2025
Q4 | $3.86B | Buy |
20,823,073
+929,150
| +5% | +$174M | 0.2% | 71 |
|
|
2025
Q3 | $3.54B | Buy |
19,893,923
+1,570,399
| +9% | +$258M | 0.18% | 77 |
|
|
2025
Q2 | $2.82B | Buy |
18,323,524
+785,538
| +4% | +$117M | 0.16% | 99 |
|
|
2025
Q1 | $2.69B | Buy |
17,537,986
+1,755,191
| +11% | +$250M | 0.17% | 91 |
|
|
2024
Q4 | $1.99B | Buy |
15,782,795
+1,354,231
| +9% | +$178M | 0.12% | 131 |
|
|
2024
Q3 | $1.85B | Buy |
14,428,564
+3,977,845
| +38% | +$464M | 0.11% | 144 |
|
|
2024
Q2 | $1.09B | Sell |
10,450,719
-1,038,104
| -9% | -$102M | 0.07% | 228 |
|
|
2024
Q1 | $1.07B | Sell |
11,488,823
-605,946
| -5% | -$54.9M | 0.07% | 242 |
|
|
2023
Q4 | $1.09B | Sell |
12,094,769
-2,213,410
| -15% | -$192M | 0.08% | 209 |
|
|
2023
Q3 | $1.17B | Sell |
14,308,179
-189,666
| -1% | -$15.6M | 0.1% | 174 |
|
|
2023
Q2 | $1.17B | Sell |
14,497,845
-1,879,881
| -11% | -$145M | 0.1% | 182 |
|
|
2023
Q1 | $1.17B | Buy |
16,377,726
+567,977
| +4% | +$41.2M | 0.11% | 175 |
|
|
2022
Q4 | $1.04B | Buy |
15,809,749
+272,258
| +2% | +$17.5M | 0.1% | 188 |
|
|
2022
Q3 | $999M | Sell |
15,537,491
-3,520,872
| -18% | -$275M | 0.1% | 172 |
|
|
2022
Q2 | $1.57B | Sell |
19,058,363
-208,511
| -1% | -$18.6M | 0.16% | 118 |
|
|
2022
Q1 | $1.85B | Buy |
19,266,874
+3,557,881
| +23% | +$309M | 0.15% | 117 |
|
|
2021
Q4 | $1.35B | Buy |
15,708,993
+3,869,169
| +33% | +$323M | 0.1% | 182 |
|
|
2021
Q3 | $976M | Buy |
11,839,824
+977,194
| +9% | +$84M | 0.08% | 232 |
|
|
2021
Q2 | $903M | Buy |
10,862,630
+327,775
| +3% | +$25.1M | 0.07% | 254 |
|
|
2021
Q1 | $755M | Sell |
10,534,855
-567,683
| -5% | -$38.1M | 0.06% | 289 |
|
|
2020
Q4 | $717M | Buy |
11,102,538
+1,744,288
| +19% | +$106M | 0.06% | 295 |
|
|
2020
Q3 | $516M | Buy |
9,358,250
+624,910
| +7% | +$34.3M | 0.05% | 328 |
|
|
2020
Q2 | $452M | Sell |
8,733,340
-699,301
| -7% | -$34.4M | 0.05% | 347 |
|
|
2020
Q1 | $432M | Sell |
9,432,641
-356,942
| -4% | -$26.3M | 0.06% | 282 |
|
|
2019
Q4 | $801M | Sell |
9,789,583
-110,936
| -1% | -$9.5M | 0.09% | 219 |
|
|
2019
Q3 | $897M | Buy |
9,900,519
+316,755
| +3% | +$27.6M | 0.11% | 186 |
|
|
2019
Q2 | $781M | Buy |
9,583,764
+444,069
| +5% | +$34.9M | 0.09% | 212 |
|
|
2019
Q1 | $709M | Buy |
9,139,695
+363,724
| +4% | +$27.3M | 0.08% | 232 |
|
|
2018
Q4 | $609M | Buy |
8,775,971
+1,416,074
| +19% | +$96.3M | 0.08% | 226 |
|
|
2018
Q3 | $473M | Sell |
7,359,897
-1,540,412
| -17% | -$99.5M | 0.05% | 345 |
|
|
2018
Q2 | $558M | Buy |
8,900,309
+332,384
| +4% | +$18.5M | 0.06% | 287 |
|
|
2018
Q1 | $466M | Sell |
8,567,925
-2,117,815
| -20% | -$120M | 0.06% | 362 |
|
|
2017
Q4 | $681M | Sell |
10,685,740
-2,181,233
| -17% | -$146M | 0.08% | 264 |
|
|
2017
Q3 | $904M | Sell |
12,866,973
-360,699
| -3% | -$26.2M | 0.11% | 194 |
|
|
2017
Q2 | $990M | Buy |
13,227,672
+1,057,117
| +9% | +$77.3M | 0.12% | 178 |
|
|
2017
Q1 | $862M | Buy |
12,170,555
+1,383,556
| +13% | +$93.3M | 0.11% | 195 |
|
|
2016
Q4 | $722M | Sell |
10,786,999
-429,934
| -4% | -$28.5M | 0.1% | 224 |
|
|
2016
Q3 | $839M | Sell |
11,216,933
-215,076
| -2% | -$16.5M | 0.11% | 197 |
|
|
2016
Q2 | $871M | Buy |
11,432,009
+3,433,819
| +43% | +$244M | 0.12% | 181 |
|
|
2016
Q1 | $555M | Buy |
7,998,190
+7,300,300
| +1,046% | +$471M | 0.08% | 265 |
|
|
2015
Q4 | $47.5M | Sell |
697,890
-209,091
| -23% | -$13.6M | 0.01% | 1278 |
|
|
2015
Q3 | $61.4M | Sell |
906,981
-131,603
| -13% | -$8.79M | 0.01% | 1154 |
|
|
2015
Q2 | $68.2M | Sell |
1,038,584
-45,445
| -4% | -$3.26M | 0.01% | 1203 |
|
|
2015
Q1 | $83.9M | Buy |
1,084,029
+71,431
| +7% | +$5.62M | 0.01% | 1109 |
|
|
2014
Q4 | $76.6M | Buy |
1,012,598
+43,468
| +4% | +$3.1M | 0.01% | 1143 |
|
|
2014
Q3 | $60.4M | Sell |
969,130
-182,805
| -16% | -$11.8M | 0.01% | 1213 |
|
|
2014
Q2 | $72.2M | Sell |
1,151,935
-329,782
| -22% | -$20.8M | 0.01% | 1177 |
|
|
2014
Q1 | $88.3M | Buy |
1,481,717
+20,028
| +1% | +$1.14M | 0.01% | 1044 |
|
|
2013
Q4 | $78.3M | Buy |
1,461,689
+94,506
| +7% | +$5.62M | 0.01% | 1091 |
|
|
2013
Q3 | $85.3M | Sell |
1,367,183
-133,595
| -9% | -$8.5M | 0.01% | 1035 |
|
|
2013
Q2 | $101M | Buy |
+1,500,778
| New | +$107M | 0.02% | 911 |
|
Other funds holding WELL
Fidelity Investments's WELL Position: Q2 2026 in Review
Fidelity Investments reduced its Welltower (WELL) stake by 12% in Q2 2026, selling an estimated $576M and leaving 19,451,466 shares worth $4.41B. The position accounts for 0.19% of the portfolio, ranked #79.
Fidelity Investments first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Fidelity Investments held 19,451,466 shares of Welltower worth $4.41B as of Q2 2026.
- Fidelity Investments sold 2,724,517 Welltower shares in Q2 2026, an estimated $576M.
- Welltower made up 0.19% of Fidelity Investments's portfolio in Q2 2026, its #79 holding.
- Fidelity Investments first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.