Current Value of Holding

$13.4 Million

Shares

142 Thousand

% of Portfolio

0.07%

Average Buy Price

$82.7

Avg closing price
Price range

20 Ray Dalio Welltower Trades

Ray Dalio acquired 142 Thousand Welltower shares worth $13.4 Million. That's 0.07% of their equity portfolio (201st largest holding). The first Welltower trade was made in Q3 2015. Since then Ray Dalio bought shares twelve more times and sold shares on seven occasions. The stake costed the investor $11.8 Million, netting the investor a gain of 14% so far.

Avg closing price
Price range
Increased shares by 122.8% (+78.4 Thousand shares) Q4 2023
Avg closing price $86.76
Price range $79.31 - $91.87
Sold 68.7% shares (-140 Thousand shares) Q3 2023
Avg closing price $82.24
Price range $78.60 - $85.47
Increased shares by 2239.1% (+195 Thousand shares) Q2 2023
Avg closing price $77.04
Price range $70.38 - $81.95
Sold 59.3% shares (-12.7 Thousand shares) Q1 2023
Avg closing price $72.53
Price range $65.76 - $78.05
Increased shares by 23.1% (+4.02 Thousand shares) Q4 2022
Avg closing price $64.29
Price range $57.37 - $71.58
Sold 92.0% shares (-201 Thousand shares) Q3 2022
Avg closing price $78.17
Price range $63.33 - $86.34
Increased shares by 71.7% (+91.1 Thousand shares) Q2 2022
Avg closing price $88.98
Price range $77.45 - $97.82
Increased shares by 259.4% (+91.7 Thousand shares) Q1 2022
Avg closing price $86.85
Price range $79.67 - $98.31
Increased shares by 69.9% (+14.5 Thousand shares) Q4 2021
Avg closing price $83.37
Price range $79.36 - $87.07
Increased shares by 3.9% (+785 shares) Q3 2021
Avg closing price $85.93
Price range $82.40 - $89.68
New holding (+20 Thousand shares) Q2 2021
Avg closing price $76.55
Price range $71.04 - $84.02
Sold -13.5 Thousand shares Q3 2018
Avg closing price $64.59
Price range $61.70 - $67.46
Sold 93.2% shares (-185 Thousand shares) Q2 2018
Avg closing price $55.72
Price range $50.01 - $62.69
Increased shares by 99.0% (+98.8 Thousand shares) Q1 2018
Avg closing price $56.46
Price range $52.03 - $64.14
Increased shares by 304.7% (+75.1 Thousand shares) Q4 2017
Avg closing price $67.12
Price range $63.27 - $69.55
New holding (+24.7 Thousand shares) Q3 2017
Avg closing price $72.72
Price range $69.91 - $75.76
Sold -11.9 Thousand shares Q2 2016
Avg closing price $71.02
Price range $66.62 - $76.17
Sold 65.8% shares (-22.9 Thousand shares) Q1 2016
Avg closing price $64.48
Price range $53.68 - $70.09
Increased shares by 276.1% (+25.6 Thousand shares) Q4 2015
Avg closing price $65.27
Price range $58.21 - $70.91
New holding (+9.27 Thousand shares) Q3 2015
Avg closing price $66.79
Price range $61.42 - $69.83

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