Number of Shares
501,989.00
Current Holdings Value*
$77.06 Mil
% of Portfolio
9.1%
Total Estimate Gain
$68.76 Mil
% of Total Estimate Gain
45.05%

INVESCO Real Estate Fund's Welltower Inc Holding Summary

As of 2025-02-28, AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) held 501,989.00 shares of Welltower Inc(WELL), totaling $77.06 Mil. This investment constitutes 9.1% of their stock portfolio, and AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) now holds 0.08% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q4. And since then INVESCO Real Estate Fund has made 6 purchases of WELL, at an average price of $70.20, for a total of 2.17 Mil shares. In addition, there have been 13 sales at an average price of $85.82 for 1.67 Mil shares. Based on historical transaction data and WELL's current price of $155.16, INVESCO Real Estate Fund's estimated gain on his WELL holdings is $68.76 Mil, reflecting a 45.05% gain to date.

INVESCO Real Estate Fund WELL ($155.16) Holding Chart

INVESCO Real Estate Fund WELL ($155.16) 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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