Number of Shares
5.56 Mil
Current Holdings Value*
$851.10 Mil
% of Portfolio
11.08%
Total Estimate Gain
$352.04 Mil
% of Total Estimate Gain
40.16%

Cohen & Steers Institutional Realty Shares's Welltower Inc Holding Summary

As of 2025-03-31, COHEN & STEERS INSTITUTIONAL REALTY SHARES INC held 5.56 Mil shares of Welltower Inc(WELL), totaling $851.10 Mil. This investment constitutes 11.08% of their stock portfolio, and COHEN & STEERS INSTITUTIONAL REALTY SHARES INC now holds 0.85% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then Cohen & Steers Institutional Realty Shares has made 9 purchases of WELL, at an average price of $80.59, for a total of 10.88 Mil shares. In addition, there have been 10 sales at an average price of $68.36 for 5.32 Mil shares. Based on historical transaction data and WELL's current price of $155.68, Cohen & Steers Institutional Realty Shares's estimated gain on his WELL holdings is $352.04 Mil, reflecting a 40.16% gain to date.

Cohen & Steers Institutional Realty Shares WELL ($155.68) Holding Chart

Cohen & Steers Institutional Realty Shares WELL ($155.68) 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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