CS
WELL icon

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
2019
Q3 		– Sell
-20,000
Closed -$1.63M – 4274
2019
Q2 		$1.63M Buy
+20,000
New +$1.57M ﹤0.01% 2601

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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. 962 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.
  • 962 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.