Current Value of Holding

$171 Million

Shares

1.15 Million

% of Portfolio

0.50%

Average Buy Price

$92.3

Avg closing price
Price range

21 Ron Baron Welltower Trades

Ron Baron acquired 1.15 Million Welltower shares worth $171 Million. That's 0.50% of their equity portfolio (38th largest holding). The first Welltower trade was made in Q4 2018. Since then Ron Baron bought shares twelve more times and sold shares on eight occasions. The stake costed the investor $106 Million, netting the investor a gain of 61% so far.

Avg closing price
Price range
Increased shares by 18.1% (+177 Thousand shares) Q4 2024
Avg closing price $131.27
Price range $123.11 - $139.34
Increased shares by 20.3% (+165 Thousand shares) Q3 2024
Avg closing price $116.57
Price range $104.00 - $129.75
Increased shares by 19.9% (+135 Thousand shares) Q2 2024
Avg closing price $98.00
Price range $88.31 - $105.01
Sold 1.3% shares (-9.15 Thousand shares) Q1 2024
Avg closing price $90.55
Price range $86.51 - $94.25
Increased shares by 7.9% (+50.4 Thousand shares) Q4 2023
Avg closing price $86.76
Price range $79.31 - $91.87
Increased shares by 14.9% (+82.2 Thousand shares) Q3 2023
Avg closing price $82.24
Price range $78.60 - $85.47
Increased shares by 12.3% (+60.4 Thousand shares) Q2 2023
Avg closing price $77.04
Price range $70.38 - $81.95
Increased shares by 1225.5% (+454 Thousand shares) Q1 2023
Avg closing price $72.53
Price range $65.76 - $78.05
Increased shares by 70.0% (+15.3 Thousand shares) Q4 2022
Avg closing price $64.29
Price range $57.37 - $71.58
Sold 44.4% shares (-17.4 Thousand shares) Q3 2022
Avg closing price $78.17
Price range $63.33 - $86.34
Sold 1.3% shares (-500 shares) Q2 2022
Avg closing price $88.98
Price range $77.45 - $97.82
New holding (+39.8 Thousand shares) Q1 2022
Avg closing price $86.85
Price range $79.67 - $98.31
Sold -12.1 Thousand shares Q4 2021
Avg closing price $83.37
Price range $79.36 - $87.07
Sold 6.5% shares (-837 shares) Q3 2021
Avg closing price $85.93
Price range $82.40 - $89.68
Increased shares by 15.7% (+1.76 Thousand shares) Q2 2021
Avg closing price $76.55
Price range $71.04 - $84.02
New holding (+11.1 Thousand shares) Q1 2021
Avg closing price $67.15
Price range $59.79 - $74.55
Sold -216 shares Q4 2019
Avg closing price $85.62
Price range $77.40 - $92.21
Increased shares by 47.9% (+70 shares) Q3 2019
Avg closing price $87.02
Price range $81.74 - $92.46
Sold 49.0% shares (-140 shares) Q2 2019
Avg closing price $78.61
Price range $71.76 - $84.63
Sold 27.8% shares (-110 shares) Q1 2019
Avg closing price $75.02
Price range $67.29 - $78.72

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