Current Value of Holding

$79.5M

Shares

384k

% of Portfolio

0.05%

Average Buy Price

$149

Avg closing price
Price range

4 PRIMECAP Management Welltower Trades

PRIMECAP Management acquired 384k Welltower shares worth $79.5M. That's 0.05% of their equity portfolio (171st largest holding). PRIMECAP Management started to build up the position in Welltower in Q1 2025 and continued to invest until Q3 2025. Since then they sold 6.2k shares. The stake costed the investor $57.2M, netting the investor a gain of 39% so far.

Avg closing price
Price range
Sold 1.6% shares (-6.2k shares) Q4 2025
Avg closing price $187.07
Price range $165.94 - $208.30
Increased shares by 1.0% (+4k shares) Q3 2025
Avg closing price $164.25
Price range $150.71 - $178.14
Increased shares by 878.5% (+347k shares) Q2 2025
Avg closing price $149.48
Price range $136.49 - $155.22
New holding (+39.5k shares) Q1 2025
Avg closing price $142.15
Price range $124.06 - $156.86

News about Welltower Inc. and PRIMECAP Management

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