TIAA Trust, National Association’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
124,053
+1
| +0% | +$154 | 0.05% | 144 |
|
|
2025
Q1 | $19M | Sell |
124,052
-1,078
| -0.9% | -$165K | 0.06% | 136 |
|
|
2024
Q4 | $15.8M | Sell |
125,130
-1,999
| -2% | -$252K | 0.05% | 147 |
|
|
2024
Q3 | $16.3M | Sell |
127,129
-1,719
| -1% | -$220K | 0.05% | 143 |
|
|
2024
Q2 | $13.4M | Sell |
128,848
-33,609
| -21% | -$3.5M | 0.04% | 158 |
|
|
2024
Q1 | $15.2M | Buy |
162,457
+4,444
| +3% | +$415K | 0.05% | 150 |
|
|
2023
Q4 | $14.2M | Sell |
158,013
-825
| -0.5% | -$74.4K | 0.05% | 150 |
|
|
2023
Q3 | $13M | Buy |
+158,838
| New | +$13M | 0.05% | 146 |
|