Penn Series Real Estate Securities Fund WELL Holdings History
Penn Series Real Estate Securities Fund's Welltower Inc Holding Summary
As of 2025-03-31, Penn Series Real Estate Securities Fund held 64,580.00 shares of Welltower Inc(WELL), totaling $9.89 Mil. This investment constitutes 9.85% of their stock portfolio, and Penn Series Real Estate Securities Fund now holds 0.01% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q3. And since then Penn Series Real Estate Securities Fund has made 4 purchases of WELL, at an average price of $81.00, for a total of 194,903.00 shares. In addition, there have been 7 sales at an average price of $68.14 for 130,323.00 shares. Based on historical transaction data and WELL's current price of $161.40, Penn Series Real Estate Securities Fund's estimated gain on his WELL holdings is $3.52 Mil, reflecting a 22.27% gain to date.
Penn Series Real Estate Securities Fund WELL ($161.40) Holding Chart
Penn Series Real Estate Securities Fund WELL ($161.40) 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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