Number of Shares
55,590.00
Current Holdings Value*
$8.52 Mil
% of Portfolio
8.41%
Total Estimate Gain
$4.39 Mil
% of Total Estimate Gain
59.97%

Virtus Duff & Phelps Real Estate Securities Series's Welltower Inc Holding Summary

As of 2025-03-31, VIRTUS VARIABLE INSURANCE TRUST held 55,590.00 shares of Welltower Inc(WELL), totaling $8.52 Mil. This investment constitutes 8.41% of their stock portfolio, and VIRTUS VARIABLE INSURANCE TRUST now holds 0.01% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2019Q4. And since then Virtus Duff & Phelps Real Estate Securities Series has made 10 purchases of WELL, at an average price of $82.43, for a total of 88,840.00 shares. In addition, there have been 7 sales at an average price of $86.41 for 33,250.00 shares. Based on historical transaction data and WELL's current price of $159.05, Virtus Duff & Phelps Real Estate Securities Series's estimated gain on his WELL holdings is $4.39 Mil, reflecting a 59.97% gain to date.

Virtus Duff & Phelps Real Estate Securities Series WELL ($159.05) Holding Chart

Virtus Duff & Phelps Real Estate Securities Series 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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