Ken Fisher's WELL Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1,400 shares of Welltower Inc. (WELL) worth $276,930, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ken Fisher has maintained this position in WELL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 123 shares. Largest reduction occurred in Q1 2026, reducing 310 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Welltower (WELL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Welltower (WELL) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -310 | Reduce 18.13% | 1,400 | $197.81 |
| Q4 2025 | +123 | Add 7.75% | 1,710 | $185.64 |
| Q3 2025 | +1,587 | New Buy | 1,587 | $178.16 |
Ken Fisher's Welltower Investment FAQs
Ken Fisher first purchased Welltower Inc. (WELL) in Q3 2025, acquiring 1,587 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Welltower Inc. (WELL) for 3 quarters since Q3 2025.
Ken Fisher's largest addition to Welltower Inc. (WELL) was in Q3 2025, adding 1,587 shares worth $282,740.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,400 shares of Welltower Inc. (WELL), valued at approximately $276,930.
As of the Q1 2026 filing, Welltower Inc. (WELL) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Welltower Inc. (WELL) was 1,710 shares, as reported at the end of Q4 2025.