WELL

Welltower Inc

Latest period2024 - Q4Total superinvestors136

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 136 superinvestors own shares of Welltower Inc (WELL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Welltower Inc (WELL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Welltower Inc (WELL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Welltower Inc (WELL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Teodora Harrop@Border To Coast Pensions Partnership Ltd
Recent Activity
Decreased -2.35%
1.03%
$52.268M
415,000 shares@ 125.95 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -3.97%
0.15%
$37.53M
297,783 shares@ 126.03 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.35%
0.04%
$15.327M
119,713 shares@ 128.04 avg price
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Decreased -3.26%
1.34%
$10.153M
80,558 shares@ 126.04 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -1.22%
0.03%
$8.316M
65,986 shares@ 126.03 avg price
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -0.45%
0.8%
$7.066M
56,066 shares@ 126.04 avg price
Nathan Deets@Advisors Management Group Inc Adv
Recent Activity
Decreased -1.06%
1.64%
$6.894M
54,704 shares@ 126.03 avg price
Marton Bloemer@Pensionfund Dsm Netherlands
Recent Activity
Decreased -17.25%
4.14%
$6.648M
52,753 shares@ 126.03 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Decreased -0.18%
0.38%
$4.568M
36,243 shares@ 126.03 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.2%
0.07%
$3.501M
27,781 shares@ 126.03 avg price