Ron Baron's Welltower Inc Holding Summary
As of 2025-03-31, Baron Funds held 1.32 Mil shares of Welltower Inc(WELL), totaling $202.58 Mil. This investment constitutes 0.6% of their stock portfolio, and Baron Funds now holds 0.2% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2018Q4. And since then Ron Baron has made 14 purchases of WELL, at an average price of $98.37, for a total of 1.36 Mil shares. In addition, there have been 8 sales at an average price of $82.86 for 40,461.00 shares. Based on historical transaction data and WELL's current price of $152.21, Ron Baron's estimated gain on his WELL holdings is $70.56 Mil, reflecting a 52.64% gain to date.
Ron Baron WELL ($152.21) Holding Chart
Ron Baron WELL ($152.21) 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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