Number of Shares
442.00
Current Holdings Value*
$56,590.00
% of Portfolio
2.03%
Total Estimate Gain
$32,200.56
% of Total Estimate Gain
70.83%

Rational Real Assets Fund's Welltower Inc Holding Summary

As of 2024-09-30, Rational Real Assets Fund held 442.00 shares of Welltower Inc(WELL), totaling $56,590.00. This investment constitutes 2.03% of their stock portfolio, and Rational Real Assets Fund now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2023Q4. And since then Rational Real Assets Fund has made 1 purchases of WELL, at an average price of $86.76, for a total of 524.00 shares. In addition, there have been 2 sales at an average price of $110.76 for 82.00 shares. Based on historical transaction data and WELL's current price of $155.16, Rational Real Assets Fund's estimated gain on his WELL holdings is $32,200.56, reflecting a 70.83% gain to date.

Rational Real Assets Fund WELL ($155.16) Holding Chart

Rational Real Assets Fund WELL ($155.16) 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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