Number of Shares
1.38 Mil
Current Holdings Value*
$210.80 Mil
% of Portfolio
10.31%
Total Estimate Gain
$185.61 Mil
% of Total Estimate Gain
45.67%

AEW CAPITAL MANAGEMENT L P's Welltower Inc Holding Summary

As of 2025-03-31, AEW CAPITAL MANAGEMENT L P held 1.38 Mil shares of Welltower Inc(WELL), totaling $210.80 Mil. This investment constitutes 10.31% of their stock portfolio, and AEW CAPITAL MANAGEMENT L P now holds 0.21% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2014Q1. And since then AEW CAPITAL MANAGEMENT L P has made 16 purchases of WELL, at an average price of $63.58, for a total of 6.39 Mil shares. In addition, there have been 18 sales at an average price of $73.99 for 5.02 Mil shares. Based on historical transaction data and WELL's current price of $160.50, AEW CAPITAL MANAGEMENT L P's estimated gain on his WELL holdings is $185.61 Mil, reflecting a 45.67% gain to date.

AEW CAPITAL MANAGEMENT L P WELL ($160.50) Holding Chart

AEW CAPITAL MANAGEMENT L P WELL ($160.50) 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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