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
Aryn Sands@Romano Brothers And Company
Recent Activity
Decreased -2.3%
0.41%
$3.208M
25,453 shares@ 126.04 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -8.19%
0.05%
$2.184M
17,328 shares@ 126.04 avg price
Andrew Ferguson@Proquility Private Wealth Partners, Llc
Recent Activity
Decreased -0.94%
0.68%
$2.09M
16,585 shares@ 126.04 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -78.33%
0.01%
$2.034M
16,138 shares@ 126.04 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Decreased -9.5%
0.14%
$2.016M
16,000 shares@ 126.0 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -4.25%
0.55%
$1.857M
14,736 shares@ 126.03 avg price
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Decreased -0.02%
0.08%
$1.723M
13,670 shares@ 126.03 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -0.08%
0.06%
$1.657M
13,147 shares@ 126.04 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -43.65%
0.04%
$1.312M
10,410 shares@ 126.03 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Decreased -0.16%
0.57%
$1.14M
9,048 shares@ 126.03 avg price