Nuveen’s Welltower WELL Stock Holding History

Nuveen’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
2023 Q4	–	Sell	-1,900	Closed	-$156	–	3363
2023 Q3	$156	Buy	+1,900	New	+$156K	﹤0.01%	3205

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nuveen's WELL Position: Q2 2026 in Review

Nuveen reduced its Welltower (WELL) stake by 17% in Q2 2026, selling an estimated $195M and leaving 4,521,315 shares worth $1.03B. The position accounts for 0.24% of the portfolio, ranked #79.

Nuveen first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08B in Q1 2026. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Nuveen held 4,521,315 shares of Welltower worth $1.03B as of Q2 2026.
Nuveen sold 920,704 Welltower shares in Q2 2026, an estimated $195M.
Welltower made up 0.24% of Nuveen's portfolio in Q2 2026, its #79 holding.
Nuveen first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
Nuveen's Welltower position peaked at $1.08B in Q1 2026.
1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.