Ken Fisher
WELL icon

Ken Fisher’s Welltower WELL Stock Holding History

Ken Fisher’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 		$277K Sell
1,400
-310
-18% -$61.3K ﹤0.01% 920
2025
Q4 		$317K Buy
1,710
+123
+8% +$23K ﹤0.01% 878
2025
Q3 		$283K Buy
+1,587
New +$261K ﹤0.01% 904

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

Ken Fisher's WELL Position: Q1 2026 in Review

Ken Fisher reduced its Welltower (WELL) stake by 18% in Q1 2026, selling an estimated $61.3K and leaving 1,400 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Ken Fisher first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Ken Fisher held 1,400 shares of Welltower worth $277K as of Q1 2026.
  • Ken Fisher sold 310 Welltower shares in Q1 2026, an estimated $61.3K.
  • Welltower made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #920 holding.
  • Ken Fisher first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • Ken Fisher's Welltower position peaked at $317K in Q4 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.