Number of Shares
2,971.00
Current Holdings Value*
$380,380.00
% of Portfolio
5.3%
Total Estimate Gain
$245,067.68
% of Total Estimate Gain
63.86%

Calvert Global Real Estate Fund's Welltower Inc Holding Summary

As of 2024-09-30, Calvert Management Series held 2,971.00 shares of Welltower Inc(WELL), totaling $380,380.00. This investment constitutes 5.3% of their stock portfolio, and Calvert Management Series now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2022Q2. And since then Calvert Global Real Estate Fund has made 5 purchases of WELL, at an average price of $84.41, for a total of 4,546.00 shares. In addition, there have been 2 sales at an average price of $95.37 for 1,575.00 shares. Based on historical transaction data and WELL's current price of $161.09, Calvert Global Real Estate Fund's estimated gain on his WELL holdings is $245,067.68, reflecting a 63.86% gain to date.

Calvert Global Real Estate Fund WELL ($161.09) Holding Chart

Calvert Global Real Estate Fund WELL ($161.09) 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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