NAA RISK MANAGED REAL ESTATE FUND WELL Holdings History
NAA RISK MANAGED REAL ESTATE FUND's Welltower Inc Holding Summary
As of 2025-03-31, NAA RISK MANAGED REAL ESTATE FUND held 87,426.00 shares of Welltower Inc(WELL), totaling $13.39 Mil. This investment constitutes 7.05% of their stock portfolio, and NAA RISK MANAGED REAL ESTATE FUND now holds 0.01% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $142.48 for 31,726.00 shares. Based on historical transaction data and WELL's current price of $160.68, NAA RISK MANAGED REAL ESTATE FUND's estimated gain on his WELL holdings is $2.92 Mil, reflecting a 18.66% gain to date.
NAA RISK MANAGED REAL ESTATE FUND WELL ($160.68) Holding Chart
NAA RISK MANAGED REAL ESTATE FUND WELL ($160.68) 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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