Number of Shares
19,360.00
Current Holdings Value*
$2.95 Mil
% of Portfolio
8.67%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
38.93%

AEW Global Focused Real Estate Fund's Welltower Inc Holding Summary

As of 2025-04-30, Natixis Funds Trust IV held 19,360.00 shares of Welltower Inc(WELL), totaling $2.95 Mil. This investment constitutes 8.67% of their stock portfolio, and Natixis Funds Trust IV now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2024Q1. And since then AEW Global Focused Real Estate Fund has made 1 purchases of WELL, at an average price of $88.69, for a total of 41,040.00 shares. In addition, there have been 4 sales at an average price of $94.70 for 21,680.00 shares. Based on historical transaction data and WELL's current price of $155.16, AEW Global Focused Real Estate Fund's estimated gain on his WELL holdings is $1.42 Mil, reflecting a 38.93% gain to date.

AEW Global Focused Real Estate Fund WELL ($155.16) Holding Chart

AEW Global Focused 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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