Ron Baron's Welltower Inc Holding Summary
As of 2026-06-30, Baron Funds held 1.23 Mil shares of Welltower Inc(WELL), totaling $279.64 Mil. This investment constitutes 0.42% of their stock portfolio, and Baron Funds now holds 0.17% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2018Q4. And since then Ron Baron has made 16 purchases of WELL, at an average price of $108.04, for a total of 1.52 Mil shares. In addition, there have been 11 sales at an average price of $166.42 for 288,655.00 shares. Based on historical transaction data and WELL's current price of $235.62, Ron Baron's estimated gain on his WELL holdings is $174.04 Mil, reflecting a 105.93% gain to date.
Ron Baron WELL ($235.62) Holding Chart
Ron Baron WELL ($235.62) 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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