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
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 6.52%
0.02%
$1.158M
9,191 shares@ 126.05 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
Increased 1.15%
0.18%
$1.138M
9,029 shares@ 126.04 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 1.99%
0.04%
$957,340
7,596 shares@ 126.04 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 7.97%
0.05%
$901,043
7,221 shares@ 124.79 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 5.89%
0.02%
$746,602
5,924 shares@ 126.04 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 12.24%
0.04%
$710,027
5,634 shares@ 126.03 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Increased 1.77%
0.21%
$616,161
4,889 shares@ 126.04 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 3.31%
0.09%
$548,231
4,350 shares@ 126.04 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.24%
0.04%
$476,372
3,780 shares@ 126.03 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 536.19%
0.03%
$440,979
3,499 shares@ 126.04 avg price