Diversified Real Assets Fund WELL Holdings History
Diversified Real Assets Fund's Welltower Inc Holding Summary
As of 2025-03-31, Diversified Real Assets Fund held 149,287.00 shares of Welltower Inc(WELL), totaling $22.87 Mil. This investment constitutes 2.83% of their stock portfolio, and Diversified Real Assets Fund now holds 0.02% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q3. And since then Diversified Real Assets Fund has made 7 purchases of WELL, at an average price of $73.17, for a total of 348,861.00 shares. In addition, there have been 8 sales at an average price of $92.33 for 199,574.00 shares. Based on historical transaction data and WELL's current price of $151.27, Diversified Real Assets Fund's estimated gain on his WELL holdings is $15.48 Mil, reflecting a 60.65% gain to date.
Diversified Real Assets Fund WELL ($151.27) Holding Chart
Diversified Real Assets Fund WELL ($151.27) 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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