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
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.34%
0.02%
$37,347
296 shares@ 126.18 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 14.75%
0.01%
$36,392
288 shares@ 126.37 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
Increased 9.63%
0.01%
$18,653
148 shares@ 126.04 avg price
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Increased 0.7%
0.01%
$18,170
144 shares@ 126.19 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Increased 18.87%
0.01%
$15,830
126 shares@ 125.64 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Increased 33.34%
0.01%
$12,609
100 shares@ 126.09 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 1.09%
0.01%
$11,709
93 shares@ 125.91 avg price