Credit Suisse’s Welltower WELL Stock Holding History

Credit Suisse’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-38,900	Closed	-$3.34M	–	4378
2021 Q4	$3.34M	Buy	+38,900	New	+$3.24M	﹤0.01%	2356
2021 Q1	–	Sell	-9,300	Closed	-$601K	–	4591
2020 Q4	$601K	Hold	9,300	–	–	﹤0.01%	3693
2020 Q3	$512K	Hold	9,300	–	–	﹤0.01%	3382
2020 Q2	$481K	Buy	+9,300	New	+$457K	﹤0.01%	3353
2019 Q3	–	Sell	-10,000	Closed	-$815K	–	4273
2019 Q2	$815K	Buy	+10,000	New	+$786K	﹤0.01%	3085

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Credit Suisse's WELL Position: Q1 2024 in Review

Credit Suisse increased its Welltower (WELL) stake by 3.4% in Q1 2024, buying an estimated $3.25M and bringing the position to 1,102,754 shares worth $103M. The position accounts for 0.1% of the portfolio, ranked #193.

Credit Suisse first reported a position in WELL in Q2 2013 and has held it in 44 quarters since. The position peaked at $129M in Q2 2019. 964 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

Credit Suisse held 1,102,754 shares of Welltower worth $103M as of Q1 2024.
Credit Suisse bought 35,932 Welltower shares in Q1 2024, an estimated $3.25M.
Welltower made up 0.1% of Credit Suisse's portfolio in Q1 2024, its #193 holding.
Credit Suisse first reported a position in Welltower in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Welltower position peaked at $129M in Q2 2019.
964 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.