Fiera Capital (Canada)’s Welltower WELL Stock Holding History

Fiera Capital (Canada)’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
2025 Q4	–	Sell	-2,902	Closed	-$517K	–	468
2025 Q3	$517K	Hold	2,902	–	–	﹤0.01%	375
2025 Q2	$446K	Buy	+2,902	New	+$434K	﹤0.01%	384
2019 Q3	–	Sell	-3,450	Closed	-$281K	–	690
2019 Q2	$281K	Buy	+3,450	New	+$271K	﹤0.01%	565
2015 Q2	–	Sell	-32,215	Closed	-$2.49M	–	552
2015 Q1	$2.49M	Sell	32,215 -3,005	-9%	-$237K	0.02%	321
2014 Q4	$2.67M	Buy	35,220 +285	+0.8%	+$20.3K	0.02%	305
2014 Q3	$2.18M	Buy	+34,935	New	+$2.25M	0.02%	342
2014 Q2	–	Sell	-29,775	Closed	-$1.77M	–	541
2014 Q1	$1.77M	Buy	29,775 +2,165	+8%	+$124K	0.01%	379
2013 Q4	$1.48M	Buy	+27,610	New	+$1.64M	0.01%	389

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada)'s WELL Position: Q4 2025 in Review

Fiera Capital (Canada) sold out of Welltower (WELL) in Q4 2025, closing a stake of 2,902 shares — an estimated $517K sold.

Fiera Capital (Canada) first reported a position in WELL in Q4 2013 and held it in 8 quarters. The position peaked at $2.67M in Q4 2014. 1,436 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Fiera Capital (Canada) reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Fiera Capital (Canada) sold 2,902 Welltower shares in Q4 2025, an estimated $517K.
Fiera Capital (Canada) first reported a position in Welltower in Q4 2013 and held it in 8 quarters.
Fiera Capital (Canada)'s Welltower position peaked at $2.67M in Q4 2014.
1,436 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2025, filed 11 Feb 2026.