Baron Durable Advantage Fund WELL Holdings History
Baron Durable Advantage Fund's Welltower Inc Holding Summary
As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held 50,373.00 shares of Welltower Inc(WELL), totaling $7.72 Mil. This investment constitutes 1.73% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 0.01% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2024Q4. And since then Baron Durable Advantage Fund has made 2 purchases of WELL, at an average price of $138.13, for a total of 50,373.00 shares. Based on historical transaction data and WELL's current price of $157.92, Baron Durable Advantage Fund's estimated gain on his WELL holdings is $996,651.36, reflecting a 14.32% gain to date.
Baron Durable Advantage Fund WELL ($157.92) Holding Chart
Baron Durable Advantage Fund WELL ($157.92) 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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