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Nuveen Fund Advisors’s Welltower WELL Stock Holding History

Nuveen Fund Advisors’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
2018
Q2 		– Sell
-7,247
Closed -$394K – 237
2018
Q1 		$394K Sell
7,247
-18,504
-72% -$1.04M 0.18% 170
2017
Q4 		$1.64M Sell
25,751
-18,631
-42% -$1.25M 0.48% 54
2017
Q3 		$3.12M Sell
44,382
-19,149
-30% -$1.39M 0.63% 43
2017
Q2 		$4.75M Sell
63,531
-8,757
-12% -$640K 0.76% 31
2017
Q1 		$5.12M Buy
72,288
+7,955
+12% +$537K 0.68% 26
2016
Q4 		$4.31M Buy
64,333
+23,483
+57% +$1.56M 0.62% 36
2016
Q3 		$3.05M Buy
40,850
+17,528
+75% +$1.34M 0.43% 72
2016
Q2 		$1.78M Buy
+23,322
New +$1.66M 0.27% 111

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Fund Advisors's WELL Position: Q2 2018 in Review

Nuveen Fund Advisors sold out of Welltower (WELL) in Q2 2018, closing a stake of 7,247 shares — an estimated $394K sold.

Nuveen Fund Advisors first reported a position in WELL in Q2 2016 and held it in 8 quarters. The position peaked at $5.12M in Q1 2017. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

  • Nuveen Fund Advisors reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 7,247 Welltower shares in Q2 2018, an estimated $394K.
  • Nuveen Fund Advisors first reported a position in Welltower in Q2 2016 and held it in 8 quarters.
  • Nuveen Fund Advisors's Welltower position peaked at $5.12M in Q1 2017.
  • 726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on Nuveen Fund Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.