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
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -1.04%
0.05%
$808,832
6,418 shares@ 126.03 avg price
Matthew Wilkins@Fulcrum Capital Llc
Recent Activity
Decreased -3.8%
0.17%
$772,060
6,126 shares@ 126.04 avg price
Sara-Bay Financial Corp Hard@Sara-bay Financial
Recent Activity
Decreased -0.97%
0.25%
$662,076
5,300 shares@ 124.92 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -1.51%
0.04%
$647,794
5,140 shares@ 126.03 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -41.1%
0.01%
$631,066
5,007 shares@ 126.04 avg price
John Hayes@Longview Wealth Management
Recent Activity
Decreased -3.22%
0.2%
$627,356
4,978 shares@ 126.03 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Decreased -1.37%
0.17%
$615,657
4,885 shares@ 126.04 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Decreased -15.13%
0.26%
$548,417
4,351 shares@ 126.05 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Decreased -5.78%
0.24%
$359,186
2,850 shares@ 126.04 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -2.57%
0.06%
$339,040
2,690 shares@ 126.04 avg price