Current Value of Holding

$92.3 Million

Shares

623 Thousand

% of Portfolio

0.14%

Average Buy Price

$98.9

Avg closing price
Price range

30 Jim Simons Welltower Trades

Jim Simons acquired 623 Thousand Welltower shares worth $92.3 Million. That's 0.14% of their equity portfolio (164th largest holding). The first Welltower trade was made in Q3 2015. Since then Jim Simons bought shares thirteen more times and sold shares on sixteen occasions. The stake costed the investor $61.6 Million, netting the investor a gain of 50% so far.

Avg closing price
Price range
Increased shares by 23.8% (+120 Thousand shares) Q4 2024
Avg closing price $131.27
Price range $123.11 - $139.34
Sold 10.4% shares (-58.3 Thousand shares) Q3 2024
Avg closing price $116.57
Price range $104.00 - $129.75
Increased shares by 33.7% (+142 Thousand shares) Q2 2024
Avg closing price $98.00
Price range $88.31 - $105.01
Increased shares by 539.1% (+354 Thousand shares) Q1 2024
Avg closing price $90.55
Price range $86.51 - $94.25
New holding (+65.7 Thousand shares) Q4 2023
Avg closing price $86.76
Price range $79.31 - $91.87
Sold -214 Thousand shares Q1 2023
Avg closing price $72.53
Price range $65.76 - $78.05
Sold 83.8% shares (-1.11 Million shares) Q4 2022
Avg closing price $64.29
Price range $57.37 - $71.58
Increased shares by 243.2% (+937 Thousand shares) Q3 2022
Avg closing price $78.17
Price range $63.33 - $86.34
New holding (+385 Thousand shares) Q2 2022
Avg closing price $88.98
Price range $77.45 - $97.82
Sold -188 Thousand shares Q3 2020
Avg closing price $54.91
Price range $49.20 - $61.12
New holding (+188 Thousand shares) Q2 2020
Avg closing price $49.15
Price range $37.26 - $61.65
Sold -311 Thousand shares Q1 2020
Avg closing price $73.78
Price range $33.22 - $89.84
Sold 47.2% shares (-278 Thousand shares) Q4 2019
Avg closing price $85.62
Price range $77.40 - $92.21
Sold 56.5% shares (-764 Thousand shares) Q3 2019
Avg closing price $87.02
Price range $81.74 - $92.46
Sold 51.9% shares (-1.46 Million shares) Q2 2019
Avg closing price $78.61
Price range $71.76 - $84.63
Sold 4.4% shares (-129 Thousand shares) Q1 2019
Avg closing price $75.02
Price range $67.29 - $78.72
Increased shares by 28.0% (+643 Thousand shares) Q4 2018
Avg closing price $68.04
Price range $61.60 - $74.72
Increased shares by 47.0% (+735 Thousand shares) Q3 2018
Avg closing price $64.59
Price range $61.70 - $67.46
Sold 24.3% shares (-502 Thousand shares) Q2 2018
Avg closing price $55.72
Price range $50.01 - $62.69
Increased shares by 20.3% (+348 Thousand shares) Q1 2018
Avg closing price $56.46
Price range $52.03 - $64.14

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