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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Exited
0%
$1.358M
173,888 shares@ 7.81 avg price
Richard Jocelyn@Sarasin & Partners Llp
Recent Activity
Exited
0%
$4.348M
33,962 shares@ 128.03 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Exited
0%
$1.195M
9,336 shares@ 128.03 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
Exited
0%
$811,327
6,337 shares@ 128.04 avg price
Timothy Monaco@Lifeplan Financial, Llc
Recent Activity
Exited
0%
$445,928
3,483 shares@ 128.03 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Exited
0%
$224,565
1,754 shares@ 128.04 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Exited
0%
$176,521
1,379 shares@ 128.01 avg price
David Childs@Spartan Planning & Wealth Management
Recent Activity
Exited
0%
$62,398
692 shares@ 90.18 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
Exited
0%
$5,889
46 shares@ 128.03 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Exited
0%
$6,000
43 shares@ 139.54 avg price