Guggenheim Risk Managed Real Estate Fund WELL Holdings History
Guggenheim Risk Managed Real Estate Fund's Welltower Inc Holding Summary
As of 2024-09-30, GUGGENHEIM FUNDS TRUST held 139,037.00 shares of Welltower Inc(WELL), totaling $17.80 Mil. This investment constitutes 5.84% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 0.02% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q3. And since then Guggenheim Risk Managed Real Estate Fund has made 9 purchases of WELL, at an average price of $83.45, for a total of 278,317.00 shares. In addition, there have been 11 sales at an average price of $82.20 for 139,280.00 shares. Based on historical transaction data and WELL's current price of $158.07, Guggenheim Risk Managed Real Estate Fund's estimated gain on his WELL holdings is $10.20 Mil, reflecting a 43.92% gain to date.
Guggenheim Risk Managed Real Estate Fund WELL ($158.07) Holding Chart
Guggenheim Risk Managed Real Estate Fund WELL ($158.07) 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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