U.S. Focus Real Estate Portfolio WELL Holdings History
U.S. Focus Real Estate Portfolio's Welltower Inc Holding Summary
As of 2024-09-30, MORGAN STANLEY INSTITUTIONAL FUND INC held 3,317.00 shares of Welltower Inc(WELL), totaling $424,680.00. This investment constitutes 8.06% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2022Q1. And since then U.S. Focus Real Estate Portfolio has made 5 purchases of WELL, at an average price of $85.93, for a total of 5,550.00 shares. In addition, there have been 4 sales at an average price of $96.69 for 2,233.00 shares. Based on historical transaction data and WELL's current price of $152.77, U.S. Focus Real Estate Portfolio's estimated gain on his WELL holdings is $245,704.41, reflecting a 51.52% gain to date.
U.S. Focus Real Estate Portfolio WELL ($152.77) Holding Chart
U.S. Focus Real Estate Portfolio WELL ($152.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
