M.D. Sass, LLC WELL Holdings History
M.D. Sass, LLC's Welltower Inc Holding Summary
As of 2025-03-31, M.D. Sass, LLC held 422,000.00 shares of Welltower Inc(WELL), totaling $64.65 Mil. This investment constitutes 5.69% of their stock portfolio, and M.D. Sass, LLC now holds 0.06% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2024Q4. And since then M.D. Sass, LLC has made 2 purchases of WELL, at an average price of $132.25, for a total of 422,000.00 shares. Based on historical transaction data and WELL's current price of $159.05, M.D. Sass, LLC's estimated gain on his WELL holdings is $11.31 Mil, reflecting a 20.27% gain to date.
M.D. Sass, LLC WELL ($159.05) Holding Chart
M.D. Sass, LLC WELL ($159.05) 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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