VIP Real Estate Portfolio WELL Holdings History

Number of Shares

108,700.00

$16.65 Mil

% of Portfolio

4.67%

Total Estimate Gain

$2.89 Mil

% of Total Estimate Gain

9.32%

VIP Real Estate Portfolio's Welltower Inc Holding Summary

As of 2025-03-31, VIP Real Estate Portfolio held 108,700.00 shares of Welltower Inc(WELL), totaling $16.65 Mil. This investment constitutes 4.67% of their stock portfolio, and VIP Real Estate Portfolio now holds 0.02% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then VIP Real Estate Portfolio has made 8 purchases of WELL, at an average price of $85.80, for a total of 361,728.00 shares. In addition, there have been 8 sales at an average price of $64.89 for 253,028.00 shares. Based on historical transaction data and WELL's current price of $161.09, VIP Real Estate Portfolio's estimated gain on his WELL holdings is $2.89 Mil, reflecting a 9.32% gain to date.

VIP Real Estate Portfolio WELL ($161.09) Holding Chart

VIP Real Estate Portfolio WELL ($161.09) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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