VIP VALUE STRATEGIES PORTFOLIO WELL Holdings History

Number of Shares

82,700.00

$12.67 Mil

% of Portfolio

1.48%

Total Estimate Gain

$9.62 Mil

% of Total Estimate Gain

69.22%

VIP VALUE STRATEGIES PORTFOLIO's Welltower Inc Holding Summary

As of 2025-03-31, VIP VALUE STRATEGIES PORTFOLIO held 82,700.00 shares of Welltower Inc(WELL), totaling $12.67 Mil. This investment constitutes 1.48% of their stock portfolio, and VIP VALUE STRATEGIES PORTFOLIO now holds 0.01% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2022Q4. And since then VIP VALUE STRATEGIES PORTFOLIO has made 3 purchases of WELL, at an average price of $73.15, for a total of 190,000.00 shares. In addition, there have been 6 sales at an average price of $97.88 for 107,300.00 shares. Based on historical transaction data and WELL's current price of $157.41, VIP VALUE STRATEGIES PORTFOLIO's estimated gain on his WELL holdings is $9.62 Mil, reflecting a 69.22% gain to date.

VIP VALUE STRATEGIES PORTFOLIO WELL ($157.41) Holding Chart

VIP VALUE STRATEGIES PORTFOLIO WELL ($157.41) 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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