DFA REAL ESTATE SECURITIES PORTFOLIO WELL Holdings History
DFA REAL ESTATE SECURITIES PORTFOLIO's Welltower Inc Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 2.18 Mil shares of Welltower Inc(WELL), totaling $333.14 Mil. This investment constitutes 4.85% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.33% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2021Q4. And since then DFA REAL ESTATE SECURITIES PORTFOLIO has made 6 purchases of WELL, at an average price of $84.12, for a total of 3.46 Mil shares. In addition, there have been 7 sales at an average price of $120.65 for 1.28 Mil shares. Based on historical transaction data and WELL's current price of $153.73, DFA REAL ESTATE SECURITIES PORTFOLIO's estimated gain on his WELL holdings is $198.77 Mil, reflecting a 68.20% gain to date.
DFA REAL ESTATE SECURITIES PORTFOLIO WELL ($153.73) Holding Chart
DFA REAL ESTATE SECURITIES PORTFOLIO WELL ($153.73) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
