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TIAA CREF Investment Management’s Welltower WELL Stock Holding History

TIAA CREF Investment Management’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
Q1 		$97.5M Sell
1,256,185
-45,170
-3% -$3.39M 0.07% 262
2018
Q4 		$90.3M Sell
1,301,355
-136,234
-9% -$9.27M 0.07% 265
2018
Q3 		$92.5M Sell
1,437,589
-93,671
-6% -$6.05M 0.06% 294
2018
Q2 		$96M Buy
1,531,260
+37,294
+2% +$2.08M 0.06% 282
2018
Q1 		$81.3M Sell
1,493,966
-58,107
-4% -$3.28M 0.06% 310
2017
Q4 		$99M Sell
1,552,073
-39,411
-2% -$2.65M 0.07% 290
2017
Q3 		$112M Buy
1,591,484
+10,416
+0.7% +$757K 0.08% 260
2017
Q2 		$118M Buy
1,581,068
+103,070
+7% +$7.53M 0.08% 252
2017
Q1 		$105M Sell
1,477,998
-49,018
-3% -$3.31M 0.08% 282
2016
Q4 		$102M Buy
1,527,016
+57,874
+4% +$3.83M 0.08% 267
2016
Q3 		$110K Buy
1,469,142
+171,978
+13% +$13.2M 0.07% 282
2016
Q2 		$98.8M Buy
1,297,164
+207,681
+19% +$14.7M 0.08% 274
2016
Q1 		$75.5M Sell
1,089,483
-86,211
-7% -$5.56M 0.06% 327
2015
Q4 		$80M Sell
1,175,694
-29,351
-2% -$1.92M 0.06% 325
2015
Q3 		$81.6M Sell
1,205,045
-99,545
-8% -$6.65M 0.06% 316
2015
Q2 		$85.6M Sell
1,304,590
-7,436
-0.6% -$533K 0.06% 325
2015
Q1 		$101M Buy
1,312,026
+206,407
+19% +$16.2M 0.07% 305
2014
Q4 		$83.7M Buy
1,105,619
+162,146
+17% +$11.6M 0.06% 346
2014
Q3 		$58.8M Sell
943,473
-51,091
-5% -$3.29M 0.04% 437
2014
Q2 		$62.3M Buy
994,564
+65,239
+7% +$4.11M 0.04% 423
2014
Q1 		$55.4M Sell
929,325
-68,780
-7% -$3.93M 0.04% 453
2013
Q4 		$53.5M Sell
998,105
-77,347
-7% -$4.6M 0.04% 475
2013
Q3 		$67.1M Buy
1,075,452
+1,285
+0.1% +$81.7K 0.05% 386
2013
Q2 		$72M Buy
+1,074,167
New +$76.3M 0.06% 351

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA CREF Investment Management's WELL Position: Q1 2019 in Review

TIAA CREF Investment Management reduced its Welltower (WELL) stake by 3.5% in Q1 2019, selling an estimated $3.39M and leaving 1,256,185 shares worth $97.5M. The position accounts for 0.07% of the portfolio, ranked #262.

TIAA CREF Investment Management first reported a position in WELL in Q2 2013 and has held it in 24 quarters since. The position peaked at $118M in Q2 2017. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • TIAA CREF Investment Management held 1,256,185 shares of Welltower worth $97.5M as of Q1 2019.
  • TIAA CREF Investment Management sold 45,170 Welltower shares in Q1 2019, an estimated $3.39M.
  • Welltower made up 0.07% of TIAA CREF Investment Management's portfolio in Q1 2019, its #262 holding.
  • TIAA CREF Investment Management first reported a position in Welltower in Q2 2013 and has held it in 24 quarters since.
  • TIAA CREF Investment Management's Welltower position peaked at $118M in Q2 2017.
  • 805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on TIAA CREF Investment Management's 13F filing for Q1 2019, filed 14 May 2019.