SA Real Estate Securities Fund WELL Holdings History
SA Real Estate Securities Fund's Welltower Inc Holding Summary
As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 40,897.00 shares of Welltower Inc(WELL), totaling $6.27 Mil. This investment constitutes 5.02% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q3. And since then SA Real Estate Securities Fund has made 4 purchases of WELL, at an average price of $86.59, for a total of 77,261.00 shares. In addition, there have been 14 sales at an average price of $100.47 for 36,364.00 shares. Based on historical transaction data and WELL's current price of $159.05, SA Real Estate Securities Fund's estimated gain on his WELL holdings is $3.47 Mil, reflecting a 51.84% gain to date.
SA Real Estate Securities Fund WELL ($159.05) Holding Chart
SA Real Estate Securities Fund 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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