WELL β€” WELLTOWER INC

Ownership history in Fiera Capital Corp  Β·  3 quarters on record

AI Ownership Summary

Fiera Capital Corp reported WELLTOWER INC (WELL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows WELL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WELL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiera Capital Corp's position in WELLTOWER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WELL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fiera Capital Corp held WELL β€” position size vs. price
% of Fund (quarterly)    WELL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,902 β€” 0% 0.00% $517K 2025-11-07 $188.84
2025 Q2 REDUCED 2,902 -548 -15.9% 0.00% $446K 2025-08-08 $166.05
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Fiera Capital Corp and WELL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fiera Capital Corp reported owning WELL?

Fiera Capital Corp reported WELL across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported WELL position in Fiera Capital Corp's portfolio?

The largest reported portfolio weight for WELL was 0.00% in 2025 Q3.

What is the latest reported WELL position on this page?

The most recent filing on this page is 2025 Q3, when Fiera Capital Corp reported 2,902 shares, equal to 0.00% of portfolio, with an estimated market value of $517K.

What does the chart on this WELL ownership page compare?

The chart compares Fiera Capital Corp's quarterly WELL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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