LVIP BlackRock Real Estate Fund WELL Holdings History

Number of Shares

74,233.00

$11.37 Mil

% of Portfolio

4.36%

Total Estimate Gain

$11.08 Mil

% of Total Estimate Gain

36.08%

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 $161.63, LVIP BlackRock Real Estate Fund's estimated gain on his WELL holdings is $11.08 Mil, reflecting a 36.08% gain to date.

LVIP BlackRock Real Estate Fund WELL ($161.63) Holding Chart

LVIP BlackRock Real Estate Fund WELL ($161.63) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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