Diversified Real Asset Fund WELL Holdings History
Diversified Real Asset Fund's Welltower Inc Holding Summary
As of 2025-02-28, PRINCIPAL FUNDS INC held 309,450.00 shares of Welltower Inc(WELL), totaling $47.50 Mil. This investment constitutes 2.62% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0.05% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q4. And since then Diversified Real Asset Fund has made 7 purchases of WELL, at an average price of $81.28, for a total of 497,844.00 shares. In addition, there have been 12 sales at an average price of $116.49 for 493,732.00 shares. Based on historical transaction data and WELL's current price of $155.16, Diversified Real Asset Fund's estimated gain on his WELL holdings is $17.69 Mil, reflecting a 43.71% gain to date.
Diversified Real Asset Fund WELL ($155.16) Holding Chart
Diversified Real Asset Fund WELL ($155.16) 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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