ETF Home ETF List Shorted Stocks Home About

ETF Holdings Breakdown of WELL

Stock NameHANACTWELLETFP
TickerWELL(EUR) ETF Plus
CountryEurope
ISINIE00BJQTJ848
LEI635400M7LYIHI1Z4JW95

WELL institutional holdings

The following institutional investment holdings of WELL have been identified

Date ETF ISIN/Name Num Shares Book value Derived Price per Share Comment
2025-12-11 IE0001YGXFO5 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)) 105USD 19,422 -3.3% 184.97  
2025-12-11 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 6,008USD 1,111,300 -3.3% 184.97  
2025-12-11 IE0002W8NB38 (iShares MSCI USA Swap UCITS ETF USD (Acc)) 23,217 200.0%USD 4,294,448 203.3% 184.97  
2025-12-11 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 46,874 0.1%USD 8,670,284 -3.2% 184.97  
2025-12-11 IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist)) 237,199 200.0%USD 43,874,699 203.3% 184.97  
2025-12-11 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 222,452 0.1%USD 41,146,946 -3.2% 184.97  
2025-12-11 IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist) 11,108USD 2,054,647 -3.3% 184.97  
2025-12-11 IE000MGAVJV3 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)) 95USD 17,572 -3.3% 184.97  
2025-12-11 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 46,874 0.1%USD 8,670,284 -3.2% 184.97  
2025-12-11 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 1,045,012USD 193,295,870 -3.3% 184.97  
2025-12-11 IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc)) 13,884USD 2,568,123 -3.3% 184.97  
2025-12-11 IE000YG82CF0 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)) 95USD 17,572 -3.3% 184.97  
2025-12-11 IE000YNE6S57 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)) 105USD 19,422 -5.9% 184.97  
2025-12-11 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 67,538 -0.2%USD 12,492,504 -3.5% 184.97  
2025-12-11 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 13,472USD 2,491,916 -3.3% 184.97  
2025-12-11 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 16,123USD 2,219,778 -4.2% 137.68  
2025-12-11 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 104,277 0.3%USD 16,405,645 -4.0% 157.33  
2025-12-11 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 4,229USD 582,239 -4.2% 137.68  
2025-12-11 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 1,045,012USD 193,295,870 -3.3% 184.97  
2025-12-11 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 34,122 0.3%USD 6,311,546 -3.0% 184.97  
2025-12-11 IE00B57X3V84 (iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc)) 57,558USD 10,646,503 -3.3% 184.97  
2025-12-11 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 1,565,886 0.0%USD 289,641,933 -3.3% 184.97  
2025-12-11 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 184,926USD 34,205,762 -3.3% 184.97  
2025-12-11 IE00B8FHGS14 (iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)) 60,171USD 11,129,830 -3.3% 184.97  
2025-12-11 IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP) 41,239 -1.3%USD 7,627,978 -4.6% 184.97  
2025-12-11 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 1,045,012USD 193,295,870 -3.3% 184.97  
2025-12-11 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 1,565,886 0.0%USD 289,641,933 -3.3% 184.97  
2025-12-11 IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)) 41,239 -1.3%USD 7,627,978 -4.6% 184.97  
2025-12-11 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 222,452 0.1%USD 41,146,946 -3.2% 184.97  
2025-12-11 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 222,452 0.1%USD 41,146,946 -3.2% 184.97  
2025-12-11 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 55,378USD 10,243,269 -3.3% 184.97  
2025-12-11 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 55,378USD 10,243,269 -3.3% 184.97  
2025-12-11 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 126,875USD 23,468,069 -3.3% 184.97  
2025-12-11 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 163USD 30,150 -3.3% 184.97  
2025-12-11 IE00BGPP8L80 (iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc)) 60,171USD 11,129,830 -3.3% 184.97  
2025-12-11 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 126,875USD 23,468,069 -3.3% 184.97  
2025-12-11 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 761,649 0.1%USD 140,882,216 -3.2% 184.97  
2025-12-11 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 1,045,012USD 193,295,870 -3.3% 184.97  
2025-12-11 IE00BKVL7331 (iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF USD (Acc)) 10,932USD 2,022,092 -3.3% 184.97  
2025-12-11 IE00BKVL7778 (iShares Edge MSCI World Minimum Volatility ESG UCITS ETF USD (Acc)) 20,995USD 3,883,445 -3.3% 184.97  
2025-12-11 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 1,565,886 0.0%USD 289,641,933 -3.3% 184.97  
2025-12-11 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc)) 237,199 200.0%USD 43,874,699 203.3% 184.97  
2025-12-11 IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)) 11,108USD 2,054,647 -3.3% 184.97  
2025-12-11 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)) 3,387USD 626,493 -3.3% 184.97  
2025-12-11 IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)) 3,387USD 626,493 -3.3% 184.97  
2025-12-11 IE00BP3QZ825 (iShares Edge MSCI World Momentum Factor UCITS ETF) 112,763USD 20,857,772 -3.3% 184.97  
2025-12-11 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 163USD 30,150 -3.3% 184.97  
2025-12-10 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 42,739 0.3%USD 7,014,380 -5.0% 164.12  
2025-12-09 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 184,926USD 36,208,511 -2.6% 195.80  
2025-12-09 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 232,148USD 45,454,578 -2.6% 195.80  
Total =12,601,756 USD 2,330,727,701
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with WELL

Welltower (NYSE:WELL) & Seritage Growth Properties (NYSE:SRG) Head-To-Head Contrast
Seritage Growth Properties (NYSE:SRG – Get Free Report) and Welltower (NYSE:WELL – Get Free Report) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, earnings, valuation, profitability and institutional ownership. Insider & Institutional Ownership 78.9% of Seritage Growth […] - 2025-09-22 05:10:57
UBS Group Begins Coverage on Welltower (NYSE:WELL)
UBS Group assumed coverage on shares of Welltower (NYSE:WELL – Free Report) in a report issued on Friday morning, MarketBeat Ratings reports. The brokerage issued a buy rating and a $195.00 target price on the real estate investment trust’s stock. Several other equities research analysts also recently issued reports on the stock. Wells Fargo & […] - 2025-09-22 02:40:43
Welltower (NYSE:WELL) Price Target Raised to $183.00
Welltower (NYSE:WELL – Get Free Report) had its price target lifted by analysts at Evercore ISI from $175.00 to $183.00 in a research note issued on Monday, Marketbeat.com reports. The firm currently has an “in-line” rating on the real estate investment trust’s stock. Evercore ISI’s price target points to a potential upside of 10.93% from […] - 2025-09-17 02:16:45
Brokerages Set Welltower Inc. (NYSE:WELL) Price Target at $175.00
Shares of Welltower Inc. (NYSE:WELL – Get Free Report) have received an average recommendation of “Moderate Buy” from the ten ratings firms that are presently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, one has assigned a hold rating, seven have assigned a buy rating and […] - 2025-09-11 03:10:52
Notable ETF Outflow Detected - IYR, PLD, WELL, AMT
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Real Estate ETF (Symbol: IYR) where we have detected an approximate $271.8 million dollar outflow -- that's a 6.7% decrease week over w - 2025-08-29 11:53:24
Chicago Partners Investment Group LLC Invests $212,000 in Welltower Inc. (NYSE:WELL)
Chicago Partners Investment Group LLC acquired a new position in Welltower Inc. (NYSE:WELL – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 1,401 shares of the real estate investment trust’s stock, valued at approximately $212,000. A number of other institutional investors and hedge funds have also modified their holdings of […] - 2025-08-13 05:18:53
Welltower (NYSE:WELL) Stock Price Expected to Rise, Evercore ISI Analyst Says
Welltower (NYSE:WELL – Get Free Report) had its target price hoisted by stock analysts at Evercore ISI from $162.00 to $175.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has an “in-line” rating on the real estate investment trust’s stock. Evercore ISI’s price objective would indicate a potential upside of 5.94% from […] - 2025-08-01 04:35:14
Notable ETF Inflow Detected - IYR, WELL, PLD, AMT
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Real Estate ETF (Symbol: IYR) where we have detected an approximate $226.3 million dollar inflow -- that's a 6.3% increase week over wee - 2025-07-31 11:52:48
Welltower (NYSE:WELL) Reaches New 12-Month High on Better-Than-Expected Earnings
Welltower Inc. (NYSE:WELL – Get Free Report)’s stock price hit a new 52-week high during trading on Tuesday following a stronger than expected earnings report. The company traded as high as $165.87 and last traded at $164.06, with a volume of 889392 shares changing hands. The stock had previously closed at $158.29. The real estate […] - 2025-07-31 02:48:42
Welltower Inc. (NYSE:WELL) Shares Bought by Choreo LLC
Choreo LLC raised its stake in Welltower Inc. (NYSE:WELL – Free Report) by 13.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,924 shares of the real estate investment trust’s stock after acquiring an additional 1,895 shares during the period. Choreo […] - 2025-07-24 05:59:09
IYR, PLD, WELL, O: Large Outflows Detected at ETF
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Real Estate ETF (Symbol: IYR) where we have detected an approximate $205.4 million dollar outflow -- that's a 5.3% decrease week over w - 2025-07-23 11:50:58
World Investment Advisors Has $368,000 Stake in Welltower Inc. (NYSE:WELL)
World Investment Advisors boosted its stake in Welltower Inc. (NYSE:WELL – Free Report) by 7.3% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 2,400 shares of the real estate investment trust’s stock after buying an additional 164 shares during the period. World Investment Advisors’ holdings in Welltower were worth $368,000 at the […] - 2025-07-11 05:33:03
Welltower Inc. (NYSE:WELL) Position Increased by Mutual Advisors LLC
Mutual Advisors LLC raised its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 71.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,504 shares of the real estate investment trust’s stock after buying an additional 1,459 shares during the period. Mutual […] - 2025-07-08 05:38:50
Welltower Inc. (NYSE:WELL) Shares Sold by D.A. Davidson & CO.
D.A. Davidson & CO. cut its stake in Welltower Inc. (NYSE:WELL – Free Report) by 3.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,512 shares of the real estate investment trust’s stock after selling 621 shares during the period. D.A. […] - 2025-07-07 05:56:51
Welltower Inc. (NYSE:WELL) Shares Acquired by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC raised its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 11.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,183 shares of the real estate investment trust’s stock after acquiring an additional 1,052 […] - 2025-06-30 05:34:53
Flagship Harbor Advisors LLC Takes Position in Welltower Inc. (NYSE:WELL)
Flagship Harbor Advisors LLC acquired a new position in Welltower Inc. (NYSE:WELL – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 1,459 shares of the real estate investment trust’s stock, valued at approximately $223,000. Several other institutional investors […] - 2025-06-27 04:54:46
Welltower Inc. (NYSE:WELL) Shares Sold by XML Financial LLC
XML Financial LLC lowered its position in Welltower Inc. (NYSE:WELL – Free Report) by 25.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,334 shares of the real estate investment trust’s stock after selling 456 shares during the period. XML Financial LLC’s holdings in […] - 2025-06-25 06:10:44
Welltower Inc. (NYSE:WELL) Shares Purchased by Blue Trust Inc.
Blue Trust Inc. boosted its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 83.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,757 shares of the real estate investment trust’s stock after purchasing an additional 801 shares […] - 2025-06-24 05:50:54
Sowell Financial Services LLC Invests $226,000 in Welltower Inc. (NYSE:WELL)
Sowell Financial Services LLC bought a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,476 shares of the real estate investment trust’s stock, valued at approximately $226,000. Other large […] - 2025-06-23 04:32:50
1,427 Shares in Welltower Inc. (NYSE:WELL) Acquired by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC purchased a new position in shares of Welltower Inc. (NYSE:WELL – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,427 shares of the real estate investment trust’s stock, valued at approximately $219,000. A number of […] - 2025-06-20 06:54:57
Janney Montgomery Scott LLC Buys 9,495 Shares of Welltower Inc. (NYSE:WELL)
Janney Montgomery Scott LLC raised its stake in Welltower Inc. (NYSE:WELL – Free Report) by 14.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 75,481 shares of the real estate investment trust’s stock after acquiring an additional 9,495 shares during the period. Janney […] - 2025-06-20 06:06:55
Ritholtz Wealth Management Acquires 3,422 Shares of Welltower Inc. (NYSE:WELL)
Ritholtz Wealth Management lifted its position in Welltower Inc. (NYSE:WELL – Free Report) by 165.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 5,494 shares of the real estate investment trust’s stock after purchasing an additional 3,422 shares during the quarter. Ritholtz Wealth Management’s […] - 2025-06-18 04:52:55
SG Americas Securities LLC Sells 5,237 Shares of Welltower Inc. (NYSE:WELL)
SG Americas Securities LLC reduced its stake in Welltower Inc. (NYSE:WELL – Free Report) by 32.5% in the 1st quarter, Holdings Channel reports. The firm owned 10,901 shares of the real estate investment trust’s stock after selling 5,237 shares during the period. SG Americas Securities LLC’s holdings in Welltower were worth $1,670,000 as of its […] - 2025-06-16 04:54:54
Gateway Investment Advisers LLC Buys Shares of 1,608 Welltower Inc. (NYSE:WELL)
Gateway Investment Advisers LLC bought a new stake in Welltower Inc. (NYSE:WELL – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 1,608 shares of the real estate investment trust’s stock, valued at approximately $246,000. Several other institutional investors and […] - 2025-06-10 07:04:47
860 Shares in Welltower Inc. (NYSE:WELL) Bought by NBC Securities Inc.
NBC Securities Inc. purchased a new position in shares of Welltower Inc. (NYSE:WELL – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 860 shares of the real estate investment trust’s stock, valued at approximately $131,000. Several other […] - 2025-06-10 04:58:51
Welltower (NYSE:WELL) Given New $175.00 Price Target at Wells Fargo & Company
Welltower (NYSE:WELL – Get Free Report) had its price target hoisted by research analysts at Wells Fargo & Company from $158.00 to $175.00 in a research report issued to clients and investors on Monday,Benzinga reports. The brokerage currently has an “overweight” rating on the real estate investment trust’s stock. Wells Fargo & Company‘s price target […] - 2025-06-04 02:50:58
Are Wall Street Analysts Bullish on Welltower Stock?
Welltower has outperformed the broader market over the past year, yet Wall Street analysts appear very optimistic about the stock’s outlook. - 2025-05-13 12:52:14
Are Wall Street Analysts Bullish on Welltower Stock?
Welltower has outperformed the broader market over the past year, yet Wall Street analysts appear very optimistic about the stock’s outlook. - 2025-05-13 10:53:55
Analysts Set Welltower Inc. (NYSE:WELL) Target Price at $157.46
Shares of Welltower Inc. (NYSE:WELL – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the thirteen research firms that are covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, two have issued a hold recommendation, eight have given a buy recommendation and two […] - 2025-05-09 04:07:03
Pre-Market Most Active for May 5, 2025 : TSLL, SQQQ, TQQQ, PLTR, NVDA, WOLF, IBIT, HIMS, TEVA, NIO, WELL, QBTS
The NASDAQ 100 Pre-Market Indicator is down -203.41 to 19,899.2. The total Pre-Market volume is currently 69,701,327 shares traded.The following are the most active stocks for the pre-market session: Direxion Daily TSLA Bull 2X Shares (TSLL) is -0.1602 at $10.41, with 9,379,797 - 2025-05-05 09:29:53

Back to Listing

Disclaimer

All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.

Copyright Market Footprint Ltd. Privacy Policy