Current Value of Holding

$269M

Shares

1.34M

% of Portfolio

0.80%

Average Buy Price

$108

Avg closing price
Price range

26 Ron Baron Welltower Trades

Ron Baron acquired 1.34M Welltower shares worth $269M. That's 0.80% of their equity portfolio (26th largest holding). The first Welltower trade was made in Q4 2018. Since then Ron Baron bought shares fifteen more times and sold shares on ten occasions. The stake costed the investor $145M, netting the investor a gain of 85% so far.

Avg closing price
Price range
Increased shares by 5.3% (+67.4k shares) Q1 2026
Avg closing price $193.71
Price range $181.96 - $215.60
Increased shares by 7.6% (+90.6k shares) Q4 2025
Avg closing price $187.07
Price range $165.94 - $208.30
Sold 3.4% shares (-41.5k shares) Q3 2025
Avg closing price $164.25
Price range $150.71 - $178.14
Sold 7.1% shares (-93.8k shares) Q2 2025
Avg closing price $149.48
Price range $136.49 - $155.22
Increased shares by 14.8% (+171k shares) Q1 2025
Avg closing price $142.15
Price range $124.06 - $156.86
Increased shares by 18.1% (+177k shares) Q4 2024
Avg closing price $131.27
Price range $123.11 - $139.34
Increased shares by 20.3% (+165k shares) Q3 2024
Avg closing price $116.57
Price range $104.00 - $129.75
Increased shares by 19.9% (+135k shares) Q2 2024
Avg closing price $98.00
Price range $88.31 - $105.01
Sold 1.3% shares (-9.15k shares) Q1 2024
Avg closing price $90.55
Price range $86.51 - $94.25
Increased shares by 7.9% (+50.4k shares) Q4 2023
Avg closing price $86.76
Price range $79.31 - $91.87
Increased shares by 14.9% (+82.2k shares) Q3 2023
Avg closing price $82.24
Price range $78.60 - $85.47
Increased shares by 12.3% (+60.4k shares) Q2 2023
Avg closing price $77.04
Price range $70.38 - $81.95
Increased shares by 1225.5% (+454k shares) Q1 2023
Avg closing price $72.53
Price range $65.76 - $78.05
Increased shares by 70.0% (+15.3k shares) Q4 2022
Avg closing price $64.29
Price range $57.37 - $71.58
Sold 44.4% shares (-17.4k 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 (+39.8k shares) Q1 2022
Avg closing price $86.85
Price range $79.67 - $98.31
Sold -12.1k 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% (+1.76k shares) Q2 2021
Avg closing price $76.55
Price range $71.04 - $84.02

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