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TIAA: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TIAA on HEFA, newest first. How the timeline and the estimate are built.

TIAA held 210,599 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,599 shares
    Change vs previous 13F -96,260 shares

    <0.01% of the 13F portfolio, value $9,882,344.

    13F-HR 0000930413-26-002428 filed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 204,097 shares
    • Nuveen, LLC: 4,844 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 1,658 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 306,859 shares
    Change vs previous 13F +15,845 shares

    0.05% of the 13F portfolio, value $13,039,974.

    13F-HR 0000930413-26-001568 filed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 305,201 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 1,658 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 291,014 shares
    Change vs previous 13F -118,256 shares

    0.03% of the 13F portfolio, value $12,036,339.

    13F-HR 0000930413-26-000393 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 409,270 shares
    Change vs previous 13F -527,032 shares

    0.04% of the 13F portfolio, value $16,211,185.

    13F-HR 0000930413-25-003411 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 936,302 shares
    Change vs previous 13F -2,010,360 shares

    0.09% of the 13F portfolio, value $35,542,024.

    13F-HR 0000930413-25-002382 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,946,662 shares
    Change vs previous 13F +155,512 shares

    0.33% of the 13F portfolio, value $106,934,364.

    13F-HR 0000930413-25-001681 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,791,150 shares
    Change vs previous 13F +1,637,004 shares

    0.29% of the 13F portfolio, value $96,992,462.

    13F-HR 0000930413-25-000507 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,154,146 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $40,879,851.

    13F-HR 0000930413-24-003144 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).