Number of Shares
3.01 Mil
Current Holdings Value*
$461.66 Mil
% of Portfolio
7.07%
Total Estimate Gain
$225.45 Mil
% of Total Estimate Gain
14.05%

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC's Welltower Inc Holding Summary

As of 2025-03-31, CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC held 3.01 Mil shares of Welltower Inc(WELL), totaling $461.66 Mil. This investment constitutes 7.07% of their stock portfolio, and CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC now holds 0.46% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2014Q1. And since then CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC has made 16 purchases of WELL, at an average price of $69.12, for a total of 23.22 Mil shares. In addition, there have been 20 sales at an average price of $67.45 for 20.21 Mil shares. Based on historical transaction data and WELL's current price of $155.16, CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC's estimated gain on his WELL holdings is $225.45 Mil, reflecting a 14.05% gain to date.

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC WELL ($155.16) Holding Chart

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC WELL ($155.16) 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 %

Top Ranked Articles

  • 1