Number of Shares
853,500.00
Current Holdings Value*
$130.76 Mil
% of Portfolio
6.94%
Total Estimate Gain
$55.92 Mil
% of Total Estimate Gain
68.17%

Baron Real Estate Fund's Welltower Inc Holding Summary

As of 2025-03-31, BARON SELECT FUNDS held 853,500.00 shares of Welltower Inc(WELL), totaling $130.76 Mil. This investment constitutes 6.94% of their stock portfolio, and BARON SELECT FUNDS now holds 0.13% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2023Q1. And since then Baron Real Estate Fund has made 7 purchases of WELL, at an average price of $96.11, for a total of 853,500.00 shares. Based on historical transaction data and WELL's current price of $161.63, Baron Real Estate Fund's estimated gain on his WELL holdings is $55.92 Mil, reflecting a 68.17% gain to date.

Baron Real Estate Fund WELL ($161.63) Holding Chart

Baron Real Estate Fund WELL ($161.63) 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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