Smith, Moore & Co.
- SEC CIK
- 0000200724
- Latest filing
- Aug 12, 2026
WELL holding history
Welltower Inc. in every 13F filed by Smith, Moore & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WELL overviewAll 13F holders of WELLFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,313
- Value
- $524.9K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,313 | $524.9K | <0.1% | +243+11.7% | Added | Holders |
| Q1 2026 | 2,070 | $409.2K | <0.1% | +195+10.4% | Added | Holders |
| Q4 2025 | 1,875 | $348.0K | <0.1% | +3+0.2% | Added | Holders |
| Q3 2025 | 1,872 | $333.5K | <0.1% | +414+28.4% | Added | Holders |
| Q2 2025 | 1,458 | $224.1K | <0.1% | +3+0.2% | Added | Holders |
| Q1 2025 | 1,455 | $223.0K | <0.1% | +1,455 | New | Holders |