ETF Holdings Breakdown of WELL

Stock NameHANACTWELLETFP
TickerWELL(EUR) ETF Plus
CountryEurope
ISINIE00BJQTJ848
LEI635400M7LYIHI1Z4JW95

News associated with WELL

Welltower (NYSE:WELL) Price Target Raised to $158.00 at Wells Fargo & Company
Welltower (NYSE:WELL – Get Free Report) had its price target increased by investment analysts at Wells Fargo & Company from $140.00 to $158.00 in a research report issued to clients and investors on Monday,Benzinga reports. The firm presently has an “equal weight” rating on the real estate investment trust’s stock. Wells Fargo & Company‘s price […] - 2025-03-12 06:28:50
Assetmark Inc. Has $1.41 Million Stock Position in Welltower Inc. (NYSE:WELL)
Assetmark Inc. boosted its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 95.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,168 shares of the real estate investment trust’s stock after buying an additional 5,465 shares during the period. Assetmark Inc.’s […] - 2025-03-11 08:58:58
Is Welltower Stock Outperforming the S&P 500?
Welltower has outperformed the S&P 500 over the past year, and analysts remain strongly bullish on the stock’s prospects. - 2025-03-10 14:59:06
Is Welltower Stock Outperforming the S&P 500?
Welltower has outperformed the S&P 500 over the past year, and analysts remain strongly bullish on the stock’s prospects. - 2025-03-10 12:53:24
Steward Partners Investment Advisory LLC Sells 529 Shares of Welltower Inc. (NYSE:WELL)
Steward Partners Investment Advisory LLC reduced its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 4.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 12,568 shares of the real estate investment trust’s stock after selling 529 shares during the period. Steward Partners Investment Advisory […] - 2025-03-10 07:43:00
Evercore ISI Increases Welltower (NYSE:WELL) Price Target to $145.00
Welltower (NYSE:WELL – Get Free Report) had its target price raised by investment analysts at Evercore ISI from $144.00 to $145.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm presently has an “in-line” rating on the real estate investment trust’s stock. Evercore ISI’s price target indicates a potential downside of 6.42% […] - 2025-03-06 06:35:07
IFP Advisors Inc Acquires 546 Shares of Welltower Inc. (NYSE:WELL)
IFP Advisors Inc lifted its position in Welltower Inc. (NYSE:WELL – Free Report) by 62.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,427 shares of the real estate investment trust’s stock after buying an additional 546 shares during the period. […] - 2025-03-04 09:14:53
Welltower (NYSE:WELL) Sets New 1-Year High After Analyst Upgrade
Shares of Welltower Inc. (NYSE:WELL – Get Free Report) reached a new 52-week high during trading on Friday after Scotiabank raised their price target on the stock from $144.00 to $165.00. Scotiabank currently has a sector outperform rating on the stock. Welltower traded as high as $153.13 and last traded at $152.51, with a volume […] - 2025-03-02 10:27:11
Truist Financial Corp Purchases 2,274 Shares of Welltower Inc. (NYSE:WELL)
Truist Financial Corp boosted its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 6.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,441 shares of the real estate investment trust’s stock after buying an additional 2,274 shares […] - 2025-02-24 08:58:56
Allworth Financial LP Boosts Stake in Welltower Inc. (NYSE:WELL)
Allworth Financial LP lifted its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 38.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,079 shares of the real estate investment trust’s stock after buying an additional 1,416 shares […] - 2025-02-21 08:39:03
Bank of America Issues Positive Forecast for Welltower (NYSE:WELL) Stock Price
Welltower (NYSE:WELL – Get Free Report) had its price target increased by investment analysts at Bank of America from $221.00 to $242.00 in a research report issued on Tuesday,Benzinga reports. The firm presently has a “buy” rating on the real estate investment trust’s stock. Bank of America‘s target price indicates a potential upside of 61.65% […] - 2025-02-20 07:00:58
Welltower (NYSE:WELL) Sets New 1-Year High After Analyst Upgrade
Welltower Inc. (NYSE:WELL – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Tuesday after Bank of America raised their price target on the stock from $221.00 to $242.00. Bank of America currently has a buy rating on the stock. Welltower traded as high as $152.09 and last traded at […] - 2025-02-20 06:18:56
Empowered Funds LLC Grows Stock Holdings in Welltower Inc. (NYSE:WELL)
Empowered Funds LLC lifted its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 11.2% during the 4th quarter, HoldingsChannel reports. The firm owned 11,226 shares of the real estate investment trust’s stock after purchasing an additional 1,132 shares during the quarter. Empowered Funds LLC’s holdings in Welltower were worth $1,415,000 at the […] - 2025-02-17 08:56:58
Welltower (NYSE:WELL) Upgraded to “Outperform” at Wedbush
Wedbush upgraded shares of Welltower (NYSE:WELL – Free Report) from a neutral rating to an outperform rating in a report published on Friday, MarketBeat.com reports. The firm currently has $167.00 price target on the real estate investment trust’s stock, up from their prior price target of $145.00. Wedbush also issued estimates for Welltower’s FY2025 earnings […] - 2025-02-17 06:46:51
Kingsview Wealth Management LLC Has $721,000 Stock Position in Welltower Inc. (NYSE:WELL)
Kingsview Wealth Management LLC raised its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 15.2% in the 4th quarter, HoldingsChannel reports. The fund owned 5,720 shares of the real estate investment trust’s stock after acquiring an additional 754 shares during the period. Kingsview Wealth Management LLC’s holdings in Welltower were worth $721,000 at the […] - 2025-02-13 11:14:50
Noteworthy ETF Outflows: VT, BRK.A, MELI, WELL
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Total World Stock ETF (Symbol: VT) where we have detected an approximate $502.4 million dollar outflow -- that's a 1.2% decrease week over - 2025-02-06 15:52:16
Welltower Inc. (NYSE:WELL) Shares Sold by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC lessened its stake in Welltower Inc. (NYSE:WELL – Free Report) by 3.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 4,687 shares of the real estate investment trust’s stock after selling 163 shares during the period. Exchange Traded Concepts LLC’s holdings in Welltower were worth $591,000 as of its most […] - 2025-01-31 08:35:00

WELL institutional holdings

The following institutional investment holdings of WELL have been identified

Date ETF ISIN/Name Num Shares Book value
2025-03-10 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 1,343,498USD 196,419,408 -0.9%
2025-03-10 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF) 1,343,498USD 196,419,408 -0.9%
2025-03-10 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 1,343,498USD 196,419,408 -0.9%
2025-03-10 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 874,548USD 127,858,918 -0.9%
2025-03-10 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 874,548USD 127,858,918 -0.9%
2025-03-10 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF EUR Hedged (Dist)) 874,548USD 127,858,918 -0.9%
2025-03-10 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF) 874,548USD 127,858,918 -0.9%
2025-03-10 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD Inc GBP) 553,888USD 80,978,426 -0.9%
2025-03-10 IE0031442068 (iShares Core S&P 500 UCITS ETF USD Dist) 217,993 -0.1%USD 31,870,577 -1.0%
2025-03-10 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 145,930 0.2%USD 21,334,966 -0.7%
2025-03-10 IE00BYX2JD69 (iShares MSCI World SRI UCITS ETF EUR (Acc)) 354,117 -0.1%USD 51,771,905 -0.9%
2025-03-10 IE00BMZ17T93 (iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) GBP) 354,117 -0.1%USD 51,771,905 -0.9%
2025-03-10 IE00BMZ17X30 (ISHARES WSRI $ H) 354,117 -0.1%USD 51,771,905 -0.9%
2025-03-10 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc) GBP) 154,442 0.3%USD 22,579,420 -0.6%
2025-03-10 IE00BFNM3H51 (iShares IV Public Limited Company - iShares MSCI USA ESG Screened UCITS ETF) 154,442 0.3%USD 22,579,420 -0.6%
2025-03-10 IE000G2LIHG9 (ISHETFSAUAIMETFP) 154,442 0.3%USD 22,579,420 -0.6%
2025-03-10 IE00B0M62Q58 (iShares Public Limited Company - iShares MSCI World UCITS ETF) 65,055USD 9,511,041 -0.9%
2025-03-10 IE00BYVJRR92 (iShares Sustainable MSCI USA SRI UCITS) 229,044USD 33,486,233 -0.9%
2025-03-10 IE00BZ173V67 (ISHETFSUASIMETFP) 229,044USD 33,486,233 -0.9%
2025-03-10 IE00BZ173T46 (iShares MSCI USA SRI UCITS ETF USD (Dist)) 229,044USD 33,486,233 -0.9%
2025-03-10 IE00BMWPV470 (iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)) 229,044USD 33,486,233 -0.9%
2025-03-10 IE00B3ZW0K18 (iShares V plc - iShares S&P 500 EUR Hedged UCITS ETF Acc) 80,705 -0.5%USD 10,887,263 -1.0%
2025-03-10 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 60,586USD 8,857,673 -0.9%
2025-03-10 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 60,586USD 8,857,673 -0.9%
2025-03-10 IE00BFNM3K80 (iShares IV Public Limited Company - iShares MSCI World ESG Screened UCITS ETF) 46,604USD 6,813,505 -0.9%
2025-03-10 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF USD (Acc)) 46,604USD 6,813,505 -0.9%
2025-03-10 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 89,676USD 13,110,631 -0.9%
2025-03-10 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF) 89,676USD 13,110,631 -0.9%
2025-03-10 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF Acc) 32,309USD 4,358,547 -0.6%
2025-03-10 IE00BP3QZ825 (iShares Edge MSCI World Momentum Factor UCITS ETF) 94,665USD 13,840,023 -0.9%
2025-03-10 IE00B52SFT06 (iShares VII Public Limited Company - iShares MSCI USA UCITS ETF) 27,544 4.0%USD 4,026,933 3.2%
2025-03-10 IE00B57X3V84 (iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc)) 44,906USD 6,565,257 -0.9%
2025-03-10 IE00B14X4M10 (iShares Public Limited Company - iShares MSCI North America UCITS ETF) 13,288 -0.6%USD 1,942,706 -1.5%
2025-03-10 IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF) 23,663USD 3,459,531 -0.9%
2025-03-10 IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist) 23,663USD 3,459,531 -0.9%
2025-03-10 IE00B3Y8X563 (iShares V Public Limited Company - iShares S&P 500 GBP Hedged UCITS ETF) 12,783USD 1,448,347 -0.7%
2025-03-10 IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc)) 9,604 -0.5%USD 1,404,105 -1.4%
2025-03-10 IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP) 40,018USD 5,850,632 -0.9%
2025-03-10 IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)) 40,018USD 5,850,632 -0.9%
2025-03-10 IE00BN92ZL31 (IS WORLD PAC $D) 3,777 3.9%USD 552,197 3.1%
2025-03-10 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF) 3,777 3.9%USD 552,197 3.1%
2025-03-10 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF Acc) 3,411USD 386,475 -0.7%
2025-03-10 IE00013A2XD6 (ISH ACWI USD DIS) 3,075USD 449,565 -0.9%
2025-03-10 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 2,649USD 387,284 -0.9%
2025-03-10 IE000YNE6S57 (ISHETF756290XAMS) 105USD 15,351 -0.9%
2025-03-10 IE0001YGXFO5 (ISHETF756290XAMS) 105USD 15,351 -0.9%
2025-03-10 IE0002PA3YE5 (IS USMOM ESG $A) 612USD 89,474 -0.9%
2025-03-10 IE000YG82CF0 (ISHETF756292XAMS) 92USD 13,450 -0.9%
2025-03-10 IE000MGAVJV3 (ISHETF756292XAMS) 92USD 13,450 -0.9%
2025-03-10 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 145,930 0.2%USD 21,334,966 -0.7%
2025-03-10 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF) 64,684 200.0%USD 9,456,801 200.9%
2025-03-10 IE000D3BWBR2 (ISH S&P 500 SWP US) 64,684 200.0%USD 9,456,801 200.9%
2024-11-08 IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc)) 40,617USD 5,613,269 0.9%
2025-03-10 IE00B8FHGS14 (iShares VI Public Limited Company - iShares Edge MSCI World Minimum Volatility UCITS ETF) 82,356 -0.3%USD 12,040,447 -1.2%
2025-03-10 IE00BGPP8L80 (iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc)) 82,356 -0.3%USD 12,040,447 -1.2%
2025-03-10 IE00BKVL7778 (iShares Edge MSCI World Minimum Volatility ESG UCITS ETF) 29,204 1.0%USD 4,269,625 0.1%
2025-03-10 IE00BKVL7331 (iShares MSCI USA Minimum Volatility ESG UCITS ETF) 25,177USD 3,680,877 -0.9%
2024-12-10 IE00BF4RFH31 (Ishares III PLC - Ishares Msci World Small Cap UCITS ETF) 235,178CAD 1,123,649 4.4%
2025-03-10 IE00BZ0PKS76 (iShares IV Public Limited Company - iShares Edge MSCI USA Multifactor UCITS ETF) 163USD 23,831 -0.9%
2025-03-10 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 163USD 23,831 -0.9%
Total =12,578,510 USD 1,803,584,276
Book value of shares is calculated on the adjusted close price of each day (row).

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