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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen's WELL Position: Q1 2026 in Review

Nuveen increased its Welltower (WELL) stake by 7.4% in Q1 2026, buying an estimated $74.4M and bringing the position to 5,442,019 shares worth $1.08B. The position accounts for 0.29% of the portfolio, ranked #67.

Nuveen first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,483 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Nuveen held 5,442,019 shares of Welltower worth $1.08B as of Q1 2026.
Nuveen bought 376,243 Welltower shares in Q1 2026, an estimated $74.4M.
Welltower made up 0.29% of Nuveen's portfolio in Q1 2026, its #67 holding.
Nuveen first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
1,483 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.