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      Current Value of Holding

      $206M

      Shares

      1.23M

      % of Portfolio

      0.57%

      Average Buy Price

      $98.6

      Avg closing price
      Price range

      23 Ron Baron Welltower Trades

      Ron Baron acquired 1.23M Welltower shares worth $206M. That's 0.57% of their equity portfolio (33rd largest holding). The first Welltower trade was made in Q4 2018. Since then Ron Baron bought shares thirteen more times and sold shares on nine occasions. The stake costed the investor $121M, netting the investor a gain of 70% so far.

      Avg closing price
      Price range
      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
      New holding (+11.1k 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

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