Number of Shares
132,268.00
Current Holdings Value*
$20.18 Mil
% of Portfolio
1.21%
Total Estimate Gain
$20.20 Mil
% of Total Estimate Gain
24.75%

Fidelity Mid Cap Value Fund's Welltower Inc Holding Summary

As of 2025-04-30, FIDELITY DEVONSHIRE TRUST held 132,268.00 shares of Welltower Inc(WELL), totaling $20.18 Mil. This investment constitutes 1.21% of their stock portfolio, and FIDELITY DEVONSHIRE TRUST now holds 0.02% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2021Q4. And since then Fidelity Mid Cap Value Fund has made 4 purchases of WELL, at an average price of $80.95, for a total of 1.01 Mil shares. In addition, there have been 11 sales at an average price of $92.21 for 876,032.00 shares. Based on historical transaction data and WELL's current price of $159.05, Fidelity Mid Cap Value Fund's estimated gain on his WELL holdings is $20.20 Mil, reflecting a 24.75% gain to date.

Fidelity Mid Cap Value Fund WELL ($159.05) Holding Chart

Fidelity Mid Cap Value Fund WELL ($159.05) 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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