Baron Real Estate Income Fund WELL Holdings History
Baron Real Estate Income Fund's Welltower Inc Holding Summary
As of 2025-03-31, BARON SELECT FUNDS held 152,349.00 shares of Welltower Inc(WELL), totaling $23.34 Mil. This investment constitutes 10.91% of their stock portfolio, and BARON SELECT FUNDS now holds 0.02% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q3. And since then Baron Real Estate Income Fund has made 10 purchases of WELL, at an average price of $90.31, for a total of 193,860.00 shares. In addition, there have been 6 sales at an average price of $88.55 for 41,511.00 shares. Based on historical transaction data and WELL's current price of $161.40, Baron Real Estate Income Fund's estimated gain on his WELL holdings is $10.76 Mil, reflecting a 61.44% gain to date.
Baron Real Estate Income Fund WELL ($161.40) Holding Chart
Baron Real Estate Income Fund WELL ($161.40) 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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