Current Value of Holding

$19 Million

Shares

129 Thousand

% of Portfolio

0.26%

Average Buy Price

$131

Avg closing price
Price range

8 Jefferies Group Welltower Trades

Jefferies Group's position in Welltower is currently worth $19 Million. That's 0.26% of their equity portfolio (74th largest holding). The first Welltower trade was made in Q4 2022. Since then Jefferies Group bought shares four more times and sold shares on three occasions. The stake costed the investor $16.9 Million, netting the investor a gain of 12% so far.

Avg closing price
Price range
New holding (+129 Thousand shares) Q4 2024
Avg closing price $131.27
Price range $123.11 - $139.34
Sold -35.5 Thousand shares Q3 2024
Avg closing price $116.57
Price range $104.00 - $129.75
Increased shares by 5.7% (+1.9 Thousand shares) Q2 2024
Avg closing price $98.00
Price range $88.31 - $105.01
Increased shares by 202.9% (+22.5 Thousand shares) Q1 2024
Avg closing price $90.55
Price range $86.51 - $94.25
Sold 58.1% shares (-15.4 Thousand shares) Q4 2023
Avg closing price $86.76
Price range $79.31 - $91.87
New holding (+26.5 Thousand shares) Q3 2023
Avg closing price $82.24
Price range $78.60 - $85.47
Sold -13.1 Thousand shares Q1 2023
Avg closing price $72.53
Price range $65.76 - $78.05
New holding (+13.1 Thousand shares) Q4 2022
Avg closing price $64.29
Price range $57.37 - $71.58

News about Welltower Inc. and Jefferies Group

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