Number of Shares
35,175.00
Current Holdings Value*
$4.43 Mil
% of Portfolio
6.23%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
42.68%

SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND's Welltower Inc Holding Summary

As of 2024-12-31, SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND held 35,175.00 shares of Welltower Inc(WELL), totaling $4.43 Mil. This investment constitutes 6.23% of their stock portfolio, and SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND now holds 0.01% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND has made 10 purchases of WELL, at an average price of $87.09, for a total of 49,850.00 shares. In addition, there have been 3 sales at an average price of $59.60 for 14,675.00 shares. Based on historical transaction data and WELL's current price of $151.24, SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND's estimated gain on his WELL holdings is $1.85 Mil, reflecting a 42.68% gain to date.

SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND WELL ($151.24) Holding Chart

SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND WELL ($151.24) 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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