Number of Shares
10,711.00
Current Holdings Value*
$1.00 Mil
% of Portfolio
7.57%
Total Estimate Gain
$811,877.58
% of Total Estimate Gain
15.18%

Delaware Global Real Estate Fund's Welltower Inc Holding Summary

As of 2024-03-31, Delaware Global Real Estate Fund held 10,711.00 shares of Welltower Inc(WELL), totaling $1.00 Mil. This investment constitutes 7.57% of their stock portfolio, and Delaware Global Real Estate Fund now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then Delaware Global Real Estate Fund has made 4 purchases of WELL, at an average price of $85.39, for a total of 62,654.00 shares. In addition, there have been 6 sales at an average price of $85.34 for 51,943.00 shares. Based on historical transaction data and WELL's current price of $161.40, Delaware Global Real Estate Fund's estimated gain on his WELL holdings is $811,877.58, reflecting a 15.18% gain to date.

Delaware Global Real Estate Fund WELL ($161.40) Holding Chart

Delaware Global Real Estate Fund WELL ($161.40) 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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