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
Chelsea Luzier@Clarius Group, Llc
Recent Activity
Decreased -1.72%
0.03%
$336,626
2,671 shares@ 126.03 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Decreased -2.96%
0.03%
$309,404
2,455 shares@ 126.04 avg price
Jonathan Straus@Commons Capital, Llc
Recent Activity
Decreased -3.44%
0.23%
$243,916
1,935 shares@ 126.06 avg price
Will Sharp@True North Advisors, Llc
Recent Activity
Decreased -26.57%
0.06%
$219,418
1,741 shares@ 126.03 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Decreased -32.79%
0.04%
$184,371
1,463 shares@ 126.03 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -1.2%
0.08%
$92,758
736 shares@ 126.03 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -36.49%
0.01%
$85,299
677 shares@ 126.0 avg price
Kevin Hixson@Financial Management Professionals, Inc.
Recent Activity
Decreased -0.62%
0.01%
$39,825
316 shares@ 126.03 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Decreased -84.17%
0.01%
$23,694
188 shares@ 126.04 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Decreased -2.95%
0.01%
$20,672
164 shares@ 126.05 avg price