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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
Q2 		$210K Buy
+924
New +$195K ﹤0.01% 861
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fiduciary Trust's WELL Position: Q2 2026 in Review

Fiduciary Trust opened a new position in Welltower (WELL) in Q2 2026: 924 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in WELL as recently as Q4 2025.

Fiduciary Trust first reported a position in WELL in Q3 2019 and has held it in 13 quarters since. The position peaked at $537K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fiduciary Trust held 924 shares of Welltower worth $210K as of Q2 2026.
  • Welltower was a new Fiduciary Trust position in Q2 2026.
  • Welltower made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #861 holding.
  • Fiduciary Trust first reported a position in Welltower in Q3 2019 and has held it in 13 quarters since.
  • Fiduciary Trust's Welltower position peaked at $537K in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.