Number of Shares
25,540.00
Current Holdings Value*
$3.91 Mil
% of Portfolio
5.72%
Total Estimate Gain
$3.65 Mil
% of Total Estimate Gain
74.80%

SIMT REAL ESTATE FUND's Welltower Inc Holding Summary

As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 25,540.00 shares of Welltower Inc(WELL), totaling $3.91 Mil. This investment constitutes 5.72% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then SIMT REAL ESTATE FUND has made 5 purchases of WELL, at an average price of $63.36, for a total of 77,042.00 shares. In addition, there have been 11 sales at an average price of $86.80 for 51,502.00 shares. Based on historical transaction data and WELL's current price of $159.05, SIMT REAL ESTATE FUND's estimated gain on his WELL holdings is $3.65 Mil, reflecting a 74.80% gain to date.

SIMT REAL ESTATE FUND WELL ($159.05) Holding Chart

SIMT REAL ESTATE 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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