Number of Shares
370,451.00
Current Holdings Value*
$56.76 Mil
% of Portfolio
5.18%
Total Estimate Gain
$21.22 Mil
% of Total Estimate Gain
39.04%

Global Real Estate Index Fund's Welltower Inc Holding Summary

As of 2025-03-31, Global Real Estate Index Fund held 370,451.00 shares of Welltower Inc(WELL), totaling $56.76 Mil. This investment constitutes 5.18% of their stock portfolio, and Global Real Estate Index Fund now holds 0.06% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then Global Real Estate Index Fund has made 11 purchases of WELL, at an average price of $91.31, for a total of 595,232.00 shares. In addition, there have been 4 sales at an average price of $82.01 for 224,781.00 shares. Based on historical transaction data and WELL's current price of $154.23, Global Real Estate Index Fund's estimated gain on his WELL holdings is $21.22 Mil, reflecting a 39.04% gain to date.

Global Real Estate Index Fund WELL ($154.23) Holding Chart

Global Real Estate Index Fund WELL ($154.23) 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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