Number of Shares
74,233.00
Current Holdings Value*
$11.37 Mil
% of Portfolio
4.36%
Total Estimate Gain
$11.04 Mil
% of Total Estimate Gain
35.95%

LVIP BlackRock Real Estate Fund's Welltower Inc Holding Summary

As of 2025-03-31, LVIP BlackRock Real Estate Fund held 74,233.00 shares of Welltower Inc(WELL), totaling $11.37 Mil. This investment constitutes 4.36% of their stock portfolio, and LVIP BlackRock Real Estate Fund now holds 0.01% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then LVIP BlackRock Real Estate Fund has made 8 purchases of WELL, at an average price of $69.73, for a total of 440,452.00 shares. In addition, there have been 12 sales at an average price of $81.35 for 366,219.00 shares. Based on historical transaction data and WELL's current price of $161.09, LVIP BlackRock Real Estate Fund's estimated gain on his WELL holdings is $11.04 Mil, reflecting a 35.95% gain to date.

LVIP BlackRock Real Estate Fund WELL ($161.09) Holding Chart

LVIP BlackRock Real Estate Fund WELL ($161.09) 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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