Number of Shares
460,100.00
Current Holdings Value*
$62.79 Mil
% of Portfolio
4.42%
Total Estimate Gain
$39.98 Mil
% of Total Estimate Gain
57.78%

Fidelity Real Estate Income Fund's Welltower Inc Holding Summary

As of 2025-01-31, FIDELITY SECURITIES FUND held 460,100.00 shares of Welltower Inc(WELL), totaling $62.79 Mil. This investment constitutes 4.42% of their stock portfolio, and FIDELITY SECURITIES FUND now holds 0.07% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2022Q1. And since then Fidelity Real Estate Income Fund has made 4 purchases of WELL, at an average price of $82.79, for a total of 835,700.00 shares. In addition, there have been 7 sales at an average price of $102.70 for 375,600.00 shares. Based on historical transaction data and WELL's current price of $153.43, Fidelity Real Estate Income Fund's estimated gain on his WELL holdings is $39.98 Mil, reflecting a 57.78% gain to date.

Fidelity Real Estate Income Fund WELL ($153.43) Holding Chart

Fidelity Real Estate Income Fund WELL ($153.43) 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