Virtus Duff & Phelps Real Estate Securities Fund WELL Holdings History
Virtus Duff & Phelps Real Estate Securities Fund's Welltower Inc Holding Summary
As of 2025-03-31, VIRTUS OPPORTUNITIES TRUST held 196,180.00 shares of Welltower Inc(WELL), totaling $30.06 Mil. This investment constitutes 8.41% of their stock portfolio, and VIRTUS OPPORTUNITIES TRUST now holds 0.03% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q4. And since then Virtus Duff & Phelps Real Estate Securities Fund has made 9 purchases of WELL, at an average price of $73.27, for a total of 455,230.00 shares. In addition, there have been 10 sales at an average price of $76.88 for 259,050.00 shares. Based on historical transaction data and WELL's current price of $152.21, Virtus Duff & Phelps Real Estate Securities Fund's estimated gain on his WELL holdings is $16.42 Mil, reflecting a 49.22% gain to date.
Virtus Duff & Phelps Real Estate Securities Fund WELL ($152.21) Holding Chart
Virtus Duff & Phelps Real Estate Securities Fund WELL ($152.21) 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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