Number of Shares
54,600.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
4.44%
Total Estimate Gain
$-3.32 Mil
% of Total Estimate Gain
-9.87%

Fidelity Advisor Real Estate Fund's Welltower Inc Holding Summary

As of 2025-04-30, FIDELITY ADVISOR SERIES VII held 54,600.00 shares of Welltower Inc(WELL), totaling $8.33 Mil. This investment constitutes 4.44% of their stock portfolio, and FIDELITY ADVISOR SERIES VII now holds 0.01% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q4. And since then Fidelity Advisor Real Estate Fund has made 8 purchases of WELL, at an average price of $87.60, for a total of 384,319.00 shares. In addition, there have been 11 sales at an average price of $66.33 for 329,719.00 shares. Based on historical transaction data and WELL's current price of $155.16, Fidelity Advisor Real Estate Fund's estimated gain on his WELL holdings is $-3.32 Mil, reflecting a -9.87% gain to date.

Fidelity Advisor Real Estate Fund WELL ($155.16) Holding Chart

Fidelity Advisor Real Estate Fund WELL ($155.16) 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 %

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