SA Fidelity Institutional AM Real Estate Portfolio WELL Holdings History
SA Fidelity Institutional AM Real Estate Portfolio's Welltower Inc Holding Summary
As of 2025-04-30, SA Fidelity Institutional AM Real Estate Portfolio held 104,264.00 shares of Welltower Inc(WELL), totaling $15.91 Mil. This investment constitutes 6.46% of their stock portfolio, and SA Fidelity Institutional AM Real Estate Portfolio now holds 0.02% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q4. And since then SA Fidelity Institutional AM Real Estate Portfolio has made 8 purchases of WELL, at an average price of $84.30, for a total of 181,764.00 shares. In addition, there have been 11 sales at an average price of $86.71 for 77,500.00 shares. Based on historical transaction data and WELL's current price of $157.63, SA Fidelity Institutional AM Real Estate Portfolio's estimated gain on his WELL holdings is $7.83 Mil, reflecting a 51.11% gain to date.
SA Fidelity Institutional AM Real Estate Portfolio WELL ($157.63) Holding Chart
SA Fidelity Institutional AM Real Estate Portfolio WELL ($157.63) 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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