TIAA Trust, National Association
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TIAA Trust, National Association’s Welltower WELL Stock Holding History

TIAA Trust, National Association’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
2025
Q3 		$22M Sell
2025
Q2 		$19.1M Buy
2025
Q1 		$19M Sell
2024
Q4 		$15.8M Sell
2024
Q3 		$16.3M Sell
2024
Q2 		$13.4M Sell
2024
Q1 		$15.2M Buy
2023
Q4 		$14.2M Sell
2023
Q3 		$13M Buy