Number of Shares
9,975.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
0.77%
Total Estimate Gain
$183,833.67
% of Total Estimate Gain
13.11%

Quantum Portfolio Management LLC's Welltower Inc Holding Summary

As of 2025-03-31, Quantum Portfolio Management LLC held 9,975.00 shares of Welltower Inc(WELL), totaling $1.53 Mil. This investment constitutes 0.77% of their stock portfolio, and Quantum Portfolio Management LLC now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2024Q4. And since then Quantum Portfolio Management LLC has made 2 purchases of WELL, at an average price of $140.62, for a total of 9,975.00 shares. Based on historical transaction data and WELL's current price of $159.05, Quantum Portfolio Management LLC's estimated gain on his WELL holdings is $183,833.67, reflecting a 13.11% gain to date.

Quantum Portfolio Management LLC WELL ($159.05) Holding Chart

Quantum Portfolio Management 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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