Number of Shares
43,390.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
6.68%
Total Estimate Gain
$3.74 Mil
% of Total Estimate Gain
62.64%

Cromwell CenterSquare Real Estate Fund's Welltower Inc Holding Summary

As of 2025-03-31, Cromwell CenterSquare Real Estate Fund held 43,390.00 shares of Welltower Inc(WELL), totaling $6.65 Mil. This investment constitutes 6.68% of their stock portfolio, and Cromwell CenterSquare Real Estate Fund now holds 0.01% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2022Q1. And since then Cromwell CenterSquare Real Estate Fund has made 2 purchases of WELL, at an average price of $81.17, for a total of 73,519.00 shares. In addition, there have been 10 sales at an average price of $95.76 for 30,129.00 shares. Based on historical transaction data and WELL's current price of $157.20, Cromwell CenterSquare Real Estate Fund's estimated gain on his WELL holdings is $3.74 Mil, reflecting a 62.64% gain to date.

Cromwell CenterSquare Real Estate Fund WELL ($157.20) Holding Chart

Cromwell CenterSquare Real Estate Fund WELL ($157.20) 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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