Number of Shares
52,340.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
5.05%
Total Estimate Gain
$6.95 Mil
% of Total Estimate Gain
25.38%

VY(R) CBRE Real Estate Portfolio's Welltower Inc Holding Summary

As of 2025-03-31, VY(R) CBRE Real Estate Portfolio held 52,340.00 shares of Welltower Inc(WELL), totaling $8.02 Mil. This investment constitutes 5.05% of their stock portfolio, and VY(R) CBRE Real Estate Portfolio now holds 0.01% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q3. And since then VY(R) CBRE Real Estate Portfolio has made 6 purchases of WELL, at an average price of $74.49, for a total of 367,668.00 shares. In addition, there have been 12 sales at an average price of $83.29 for 315,328.00 shares. Based on historical transaction data and WELL's current price of $154.23, VY(R) CBRE Real Estate Portfolio's estimated gain on his WELL holdings is $6.95 Mil, reflecting a 25.38% gain to date.

VY(R) CBRE Real Estate Portfolio WELL ($154.23) Holding Chart

VY(R) CBRE Real Estate Portfolio WELL ($154.23) 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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