Number of Shares
266,945.00
Current Holdings Value*
$40.98 Mil
% of Portfolio
5.58%
Total Estimate Gain
$25.86 Mil
% of Total Estimate Gain
43.73%

Neuberger Berman Real Estate Fund's Welltower Inc Holding Summary

As of 2025-02-28, NEUBERGER BERMAN EQUITY FUNDS held 266,945.00 shares of Welltower Inc(WELL), totaling $40.98 Mil. This investment constitutes 5.58% of their stock portfolio, and NEUBERGER BERMAN EQUITY FUNDS now holds 0.04% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q4. And since then Neuberger Berman Real Estate Fund has made 10 purchases of WELL, at an average price of $77.30, for a total of 765,146.00 shares. In addition, there have been 10 sales at an average price of $86.17 for 498,201.00 shares. Based on historical transaction data and WELL's current price of $157.63, Neuberger Berman Real Estate Fund's estimated gain on his WELL holdings is $25.86 Mil, reflecting a 43.73% gain to date.

Neuberger Berman Real Estate Fund WELL ($157.63) Holding Chart

Neuberger Berman Real Estate Fund WELL ($157.63) 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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