Number of Shares
149,287.00
Current Holdings Value*
$22.87 Mil
% of Portfolio
2.83%
Total Estimate Gain
$15.48 Mil
% of Total Estimate Gain
60.65%

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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