Number of Shares
19,712.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
8.82%
Total Estimate Gain
$1.50 Mil
% of Total Estimate Gain
24.32%

U.S. REAL ESTATE PORTFOLIO's Welltower Inc Holding Summary

As of 2024-09-30, MORGAN STANLEY INSTITUTIONAL FUND INC held 19,712.00 shares of Welltower Inc(WELL), totaling $2.52 Mil. This investment constitutes 8.82% 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 2019Q3. And since then U.S. REAL ESTATE PORTFOLIO has made 6 purchases of WELL, at an average price of $77.01, for a total of 80,155.00 shares. In addition, there have been 12 sales at an average price of $75.09 for 60,443.00 shares. Based on historical transaction data and WELL's current price of $159.05, U.S. REAL ESTATE PORTFOLIO's estimated gain on his WELL holdings is $1.50 Mil, reflecting a 24.32% gain to date.

U.S. REAL ESTATE PORTFOLIO WELL ($159.05) Holding Chart

U.S. REAL ESTATE PORTFOLIO 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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