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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -43.65%
0.04%
$1.312M
10,410 shares@ 126.03 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 9.7%
0.11%
$1.256M
9,964 shares@ 126.04 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
0.04%
$1.238M
9,826 shares@ 126.04 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 6.52%
0.02%
$1.158M
9,191 shares@ 126.05 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
Dawn Thomason@Usa Financial Formulas
Recent Activity
Increased 1.15%
0.18%
$1.138M
9,029 shares@ 126.04 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
0.03%
$984,042
7,808 shares@ 126.03 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 1.99%
0.04%
$957,340
7,596 shares@ 126.04 avg price
Dana Grey@Board Of The Pension Protection Fund
Recent Activity
New Position
1.07%
$920,019
7,300 shares@ 126.03 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 7.97%
0.05%
$901,043
7,221 shares@ 124.79 avg price