Number of Shares
2,017.00
Current Holdings Value*
$307,770.00
% of Portfolio
5.81%
Total Estimate Gain
$116,897.22
% of Total Estimate Gain
24.59%

Fidelity Advisor Global Real Estate Fund's Welltower Inc Holding Summary

As of 2025-04-30, FIDELITY ADVISOR SERIES VII held 2,017.00 shares of Welltower Inc(WELL), totaling $307,770.00. This investment constitutes 5.81% of their stock portfolio, and FIDELITY ADVISOR SERIES VII now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q4. And since then Fidelity Advisor Global Real Estate Fund has made 9 purchases of WELL, at an average price of $88.87, for a total of 5,349.00 shares. In addition, there have been 13 sales at an average price of $85.31 for 3,332.00 shares. Based on historical transaction data and WELL's current price of $152.72, Fidelity Advisor Global Real Estate Fund's estimated gain on his WELL holdings is $116,897.22, reflecting a 24.59% gain to date.

Fidelity Advisor Global Real Estate Fund WELL ($152.72) Holding Chart

Fidelity Advisor Global Real Estate Fund WELL ($152.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1