Number of Shares
109,933.00
Current Holdings Value*
$16.84 Mil
% of Portfolio
1.16%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
12.08%

Knights of Columbus Asset Advisors LLC's Welltower Inc Holding Summary

As of 2025-03-31, Knights of Columbus Asset Advisors LLC held 109,933.00 shares of Welltower Inc(WELL), totaling $16.84 Mil. This investment constitutes 1.16% of their stock portfolio, and Knights of Columbus Asset Advisors LLC now holds 0.02% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2024Q4. And since then Knights of Columbus Asset Advisors LLC has made 2 purchases of WELL, at an average price of $135.84, for a total of 109,933.00 shares. Based on historical transaction data and WELL's current price of $152.25, Knights of Columbus Asset Advisors LLC's estimated gain on his WELL holdings is $1.80 Mil, reflecting a 12.08% gain to date.

Knights of Columbus Asset Advisors LLC WELL ($152.25) Holding Chart

Knights of Columbus Asset Advisors LLC WELL ($152.25) 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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