FT
WELL icon

Fiduciary Trust’s Welltower WELL Stock Holding History

Fiduciary Trust’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 		– Sell
-2,840
Closed -$527K – 911
2025
Q4 		$527K Sell
2,840
-173
-6% -$32.3K 0.01% 544
2025
Q3 		$537K Buy
3,013
+382
+15% +$62.8K 0.01% 538
2025
Q2 		$404K Buy
2,631
+116
+5% +$17.3K 0.01% 586
2025
Q1 		$385K Sell
2,515
-145
-5% -$20.7K 0.01% 592
2024
Q4 		$335K Buy
2,660
+228
+9% +$29.9K ﹤0.01% 554
2024
Q3 		$311K Sell
2,432
-66
-3% -$7.7K ﹤0.01% 559
2024
Q2 		$260K Buy
2,498
+8
+0.3% +$784 ﹤0.01% 564
2024
Q1 		$233K Hold
2,490
– – ﹤0.01% 600
2023
Q4 		$225K Buy
+2,490
New +$216K ﹤0.01% 588
2022
Q2 		– Sell
-2,495
Closed -$240K – 682
2022
Q1 		$240K Buy
+2,495
New +$217K ﹤0.01% 598
2020
Q1 		– Sell
-2,529
Closed -$207K – 536
2019
Q4 		$207K Buy
2,529
+172
+7% +$14.7K ﹤0.01% 503
2019
Q3 		$214K Buy
+2,357
New +$205K 0.01% 492

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

Fiduciary Trust's WELL Position: Q1 2026 in Review

Fiduciary Trust sold out of Welltower (WELL) in Q1 2026, closing a stake of 2,840 shares — an estimated $527K sold.

Fiduciary Trust first reported a position in WELL in Q3 2019 and held it in 12 quarters. The position peaked at $537K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Fiduciary Trust reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Trust sold 2,840 Welltower shares in Q1 2026, an estimated $527K.
  • Fiduciary Trust first reported a position in Welltower in Q3 2019 and held it in 12 quarters.
  • Fiduciary Trust's Welltower position peaked at $537K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.