Number of Shares
410,209.00
Current Holdings Value*
$62.85 Mil
% of Portfolio
7.49%
Total Estimate Gain
$18.42 Mil
% of Total Estimate Gain
11.34%

CBRE Global Real Estate Portfolio's Welltower Inc Holding Summary

As of 2025-03-31, CBRE Global Real Estate Portfolio held 410,209.00 shares of Welltower Inc(WELL), totaling $62.85 Mil. This investment constitutes 7.49% of their stock portfolio, and CBRE Global Real Estate Portfolio now holds 0.06% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then CBRE Global Real Estate Portfolio has made 8 purchases of WELL, at an average price of $86.31, for a total of 1.88 Mil shares. In addition, there have been 12 sales at an average price of $80.57 for 1.47 Mil shares. Based on historical transaction data and WELL's current price of $151.76, CBRE Global Real Estate Portfolio's estimated gain on his WELL holdings is $18.42 Mil, reflecting a 11.34% gain to date.

CBRE Global Real Estate Portfolio WELL ($151.76) Holding Chart

CBRE Global Real Estate Portfolio WELL ($151.76) 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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