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
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 1.12%
0.01%
$239,961
1,904 shares@ 126.03 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 8.59%
0.07%
$234,171
1,859 shares@ 125.97 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 0.06%
0.03%
$225,632
1,790 shares@ 126.06 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.46%
0.01%
$222,442
1,765 shares@ 126.03 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 4.18%
0.05%
$211,904
1,698 shares@ 124.8 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Increased 1087.63%
0.01%
$145,187
1,152 shares@ 126.04 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
Increased 1.46%
0.02%
$88,095
699 shares@ 126.04 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 12.98%
0.02%
$82,298
653 shares@ 126.04 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 165.49%
0.01%
$37,809
300 shares@ 126.03 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Increased 2.77%
0.02%
$37,431
297 shares@ 126.04 avg price