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
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 28.15%
0.2%
$185.649M
1.477M shares@ 125.66 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 0.72%
0.44%
$27.731M
220,038 shares@ 126.03 avg price
Marek Sestak@Czech National Bank
Recent Activity
Increased 8.81%
0.15%
$16.165M
128,261 shares@ 126.04 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 13.96%
0.72%
$12.937M
102,650 shares@ 126.04 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 22.39%
0.06%
$3.095M
24,557 shares@ 126.04 avg price
Sylvie DIMARCO@Perpetual Ltd
Recent Activity
Increased 3.51%
0.04%
$3.05M
24,204 shares@ 126.03 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Increased 1.78%
0.01%
$2.638M
20,931 shares@ 126.04 avg price
Carl Szasz@Verde Capital Management
Recent Activity
Increased 4.51%
0.57%
$2.002M
15,883 shares@ 126.03 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 20.08%
0.02%
$1.696M
13,456 shares@ 126.05 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 9.7%
0.11%
$1.256M
9,964 shares@ 126.04 avg price