WELL

Welltower Inc

Latest period2024 - Q4Total superinvestors136

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Steven Pardo@Graypoint Llc Recent Activity Increased 2.52%	0.03%	$431,895 3,427 shares@ 126.03 avg price	Increased 2.52%
Matthew Tuttle@Tuttle Capital Management, Llc Recent Activity Increased 34.79%	2.07%	$402,414 3,193 shares@ 126.04 avg price	Increased 34.79%
Carmen Laster@Regent Peak Wealth Advisors Llc Recent Activity Increased 100.51%	0.05%	$401,784 3,188 shares@ 126.04 avg price	Increased 100.51%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 2.23%	0.03%	$336,343 2,669 shares@ 126.02 avg price	Increased 2.23%
Philip A. Noonan@Contravisory Investment Management, Inc. Recent Activity Increased 4.58%	0.07%	$282,055 2,238 shares@ 126.03 avg price	Increased 4.58%
Steven Pisano@Simon Quick Advisors, Llc Recent Activity Increased 11.43%	0.02%	$276,675 2,195 shares@ 126.05 avg price	Increased 11.43%
Justin Fulmer@Shelton Wealth Management, Llc Recent Activity Increased 0.52%	0.15%	$272,672 2,164 shares@ 126.01 avg price	Increased 0.52%
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb Recent Activity Increased 6.2%	0.01%	$265,797 2,109 shares@ 126.03 avg price	Increased 6.2%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 0.74%	0.01%	$263,221 2,045 shares@ 128.72 avg price	Increased 0.74%
Anthony Farina@Capital Advisors Wealth Management, Llc Recent Activity Increased 0.48%	0.05%	$241,740 1,918 shares@ 126.04 avg price	Increased 0.48%