Principal Real Asset Fund WELL Holdings History
Principal Real Asset Fund's Welltower Inc Holding Summary
As of 2025-03-31, Principal Real Asset Fund held 3,747.00 shares of Welltower Inc(WELL), totaling $574,080.00. This investment constitutes 1.62% of their stock portfolio, and Principal Real Asset Fund now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q3. And since then Principal Real Asset Fund has made 9 purchases of WELL, at an average price of $73.43, for a total of 15,081.00 shares. In addition, there have been 6 sales at an average price of $87.48 for 11,334.00 shares. Based on historical transaction data and WELL's current price of $159.05, Principal Real Asset Fund's estimated gain on his WELL holdings is $480,040.35, reflecting a 43.35% gain to date.
Principal Real Asset Fund WELL ($159.05) Holding Chart
Principal Real Asset Fund 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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