TWIM
WELL icon

TIAA Wealth Investment Management’s Welltower WELL Stock Holding History

TIAA Wealth 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
2026
Q2 		$5.94M Sell
26,163
-2,834
-10% -$599K 0.04% 116
2026
Q1 		$5.73M Buy
+28,997
New +$5.73M 0.04% 105

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TIAA Wealth Investment Management's WELL Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Welltower (WELL) stake by 9.8% in Q2 2026, selling an estimated $599K and leaving 26,163 shares worth $5.94M. The position accounts for 0.04% of the portfolio, ranked #116.

TIAA Wealth Investment Management first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • TIAA Wealth Investment Management held 26,163 shares of Welltower worth $5.94M as of Q2 2026.
  • TIAA Wealth Investment Management sold 2,834 Welltower shares in Q2 2026, an estimated $599K.
  • Welltower made up 0.04% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #116 holding.
  • TIAA Wealth Investment Management first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.