Number of Shares
1,058.00
Current Holdings Value*
$162,100.00
% of Portfolio
0.78%
Total Estimate Gain
$19,092.69
% of Total Estimate Gain
11.00%

Gotham Enhanced S&P 500 Index Fund's Welltower Inc Holding Summary

As of 2025-03-31, Gotham Enhanced S&P 500 Index Fund held 1,058.00 shares of Welltower Inc(WELL), totaling $162,100.00. This investment constitutes 0.78% of their stock portfolio, and Gotham Enhanced S&P 500 Index Fund now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then Gotham Enhanced S&P 500 Index Fund has made 9 purchases of WELL, at an average price of $120.11, for a total of 1,445.00 shares. In addition, there have been 5 sales at an average price of $82.90 for 387.00 shares. Based on historical transaction data and WELL's current price of $151.76, Gotham Enhanced S&P 500 Index Fund's estimated gain on his WELL holdings is $19,092.69, reflecting a 11.00% gain to date.

Gotham Enhanced S&P 500 Index Fund WELL ($151.76) Holding Chart

Gotham Enhanced S&P 500 Index Fund WELL ($151.76) 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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