Baron Real Estate Fund WELL Holdings History
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 $159.95, Baron Real Estate Fund's estimated gain on his WELL holdings is $54.49 Mil, reflecting a 66.42% gain to date.
Baron Real Estate Fund WELL ($159.95) Holding Chart
Baron Real Estate Fund WELL ($159.95) 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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