Number of Shares
154,147.00
Current Holdings Value*
$23.52 Mil
% of Portfolio
9.28%
Total Estimate Gain
$9.31 Mil
% of Total Estimate Gain
31.58%

FRANKLIN REAL ESTATE SECURITIES FUND's Welltower Inc Holding Summary

As of 2025-04-30, FRANKLIN REAL ESTATE SECURITIES TRUST held 154,147.00 shares of Welltower Inc(WELL), totaling $23.52 Mil. This investment constitutes 9.28% of their stock portfolio, and FRANKLIN REAL ESTATE SECURITIES TRUST now holds 0.02% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q4. And since then FRANKLIN REAL ESTATE SECURITIES FUND has made 5 purchases of WELL, at an average price of $86.33, for a total of 341,657.00 shares. In addition, there have been 15 sales at an average price of $74.54 for 187,510.00 shares. Based on historical transaction data and WELL's current price of $161.09, FRANKLIN REAL ESTATE SECURITIES FUND's estimated gain on his WELL holdings is $9.31 Mil, reflecting a 31.58% gain to date.

FRANKLIN REAL ESTATE SECURITIES FUND WELL ($161.09) Holding Chart

FRANKLIN REAL ESTATE SECURITIES FUND WELL ($161.09) 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